CAAS - Controller (Healthcare Industry) | Appleton, WI

CliftonLarsonAllen Wealth Advisors, LLC; Appleton, Northern (WI, KY); Hybrid; USD 98,000 - 168,000; Full time

Benefits offered by this job

Wellness program

Health, dental, vision benefits

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Controller with healthcare industry experience to lead GAAP-based financial reporting, internal controls, budgeting, and financial planning for CAAS clients. The role is based in Appleton, WI with potential work across Minnesota offices.

CPA preferred but not required; 7+ years in a Controller role and strong accounting software skills are expected. Responsibilities include preparing financial statements, monitoring KPIs, and advising management on

Qualifications

• Bachelor's degree required
• 7 years of relevant work experience as a Controller
• Healthcare industry experience highly preferred
• CPA certification preferred but not required
• Proficiency with budgeting, cash management, and financial reporting

Responsibilities

• Develop GAAP knowledge and internal control policies
• Coordinate financial planning, budgeting, and procurement activities
• Prepare financial statements and reports for regulatory bodies
• Monitor KPIs and advise management on financial objectives
• Communicate with boards and investors as needed
• Travel locally to client sites as required

Job description

## CAAS - Controller (Healthcare Industry) | Appleton, WIApply: Appleton, WI: Green Bay, WI: St Cloud, MN: Brainerd, MN: Alexandria, MN: Full time: Posted Yesterday: R18127CLA is a national professional services firm where **our purpose is to** ***create opportunities*** every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**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**. As a Controller, you will help our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.**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 emphasizes collaboration and career growth. 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 Click here to learn about your hiring rights. **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.