CAAS - Controller (Logistics Industry)

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

Benefits offered by this job

Wellness program

Competitive compensation

Health, dental, vision, 401k

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Controller to join its CAAS practice, serving logistics-focused clients across distribution, trucking, warehousing and 3PL. You will lead financial planning, internal controls, and reporting to support client growth and strategic decisions.

The ideal candidate has a Bachelor's degree (CPA preferred but not required), 7+ years of accounting/financial experience (Public accounting a plus), and proficiency with QuickBooks and Microsoft Office.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years of accounting/financial experience; logistics industry preferred.
• Public accounting experience preferred.
• Proficient with accounting software; QuickBooks preferred.
• Proficiency in Excel, Word, and Outlook.
• Travel to client sites as needed.

Responsibilities

• Develop internal control policies for budget administration, cash and credit management.
• Coordinate financial planning, budgeting, procurements, or investments.
• Prepare 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 KPI and staff performance; implement improvements.
• Communicate with boards, bankers, and investors; prepare presentations.

Skills

GAAP knowledge

Organization skills

Communication

Interpersonal skills

Client relationships

Ability to work under pressure

Education

Bachelor's degree

CPA certification (preferred)

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! As a member of CLA's CAAS practice, you will be an integral part of the CLA client service team and will work directly 1:1 with our clients to provide customized accounting services to support them as they manage and grow their business or organization. CLA is looking for a Controller with Logistics industry experience, to join our CAAS (Client Accounting & Advisory Services) practice. Our logistics team primarily serves clients across the distribution, trucking and transportation, warehousing, and third-party logistics (3PL) sectors, providing outsourced accounting and strategic financial leadership solutions.

Job Description:

• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinate and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information.
• Prepare and/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).
• Monitor 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.

Education/Experience:

• 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 of relevant accounting and/or financial experience is required (logistics industry experience is highly preferred). Public accounting experience preferred.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is highly preferred.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
• Travel: This position requires working primarily in-office, including local travel to/from client sites (depending on location), as well as occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Skills/Knowledge:

• An understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting
• Strong organization skills/goal orientation/self-motivation.
• Ability to handle pressure in a positive professional manner.
• Excellent interpersonal skills.
• Communication that is clear, concise, and considerate of the needs of others.
• Ability to work cooperatively with others and value the different contributions people make.
• Proven success in managing work and key client relationships to exceed client expectations.

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.