CAAS - Controller (Healthcare Industry) | Appleton, WI

CliftonLarsonAllen LLP; Appleton (WI); On-site; USD 98,000 - 168,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) plan

Job summary

CLA is seeking a Controller with Healthcare Industry experience for our Client Accounting & Advisory Services practice, based in Appleton, WI or MN offices. You will lead GAAP accounting, internal controls, budgeting, and financial planning for healthcare clients, while coordinating with leadership and boards.

The role requires 7 years of controller-level experience, a Bachelor's degree, and strongly preferred CPA; experience with QuickBooks and NetSuite is valued.

Qualifications

• Bachelor's degree is required.
• CPA certification is preferred but not required.
• 7 years relevant work experience as a Controller or equivalent is required.
• Healthcare industry experience is highly preferred.
• Public accounting experience is preferred but not required.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.
• Experience with QuickBooks and NetSuite is highly preferred.
• Proficiency with Microsoft Excel, Word, Outlook, etc.

Responsibilities

• Develop GAAP knowledge and deep understanding of financial and operational aspects of the technology industry.
• Develop internal control policies, guidelines, and procedures for budget administration, cash and credit management, and accounting.
• Coordinate and direct financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial information.
• Prepare or direct preparation of financial statements, reports required by regulatory agencies.
• Evaluate needs for procurement of funds and investment of surpluses and make recommendations.
• Monitor ratio and KPI performance.
• Supervise accounting and finance staff and implement actions as needed.
• Advise management on short- and long-term financial objectives and actions.
• Regularly communicate with boards, bankers, investors, and stakeholders.

Skills

GAAP knowledge

Financial reporting

Budgeting

Internal controls

KPIs

Board communication

Team supervision

Excel

NetSuite

QuickBooks

Education

Bachelor's degree

CPA certification (preferred)

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

About the role

CLA is looking to hire a Controller with Healthcare Industry experience, for our Client Accounting & Advisory Services (CAAS) practice based out of either our Appleton, WI or northern Minnesota office locations (Monticello, St. Cloud, Alexandria, or Brainerd MN.

Primary Responsibilities

• Develop full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of the technology industry.
• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinate and direct the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial information.
• Prepare, or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
• Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
• Monitor ratio and key performance indicators (KPI).
• Monitors and evaluates the performance of accounting and other financial staff, recommending and implementing actions.
• Advise management on short-term and long-term financial objectives, policies, and actions.
• Communicate on a regular basis with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations.

What you will need

• Education: Bachelor's degree is required.
• Combination of related experience, education, and training may be accepted in lieu of degree.
• CPA certification is preferred but not required.
• Experience: 7 years relevant work experience as a Controller or equivalent is required.
• Relevant experience in the Healthcare industry is highly preferred!
• Public accounting experience preferred but not required.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.
• Experience with QuickBooks and NetSuite is highly preferred.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).

Travel

• This position works primarily in-office and requires frequent local travel to/from local area client sites.
• It may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Our approach to compensation

We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is: $98,000.00 – $168,000.00 #LI-TT1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Wellness at CLA

Wellness at CLA To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

• health, dental, vision, 401k and much more.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

Start your inspired career

When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you.

For more information visit CLAconnect.com.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail]