CAAS - Controller (Logistics Industry) | Milwaukee,WI or Minneapoli, MN

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

Job summary

CliftonLarsonAllen LLP (CLA) seeks a Controller with Logistics industry experience to join our CAAS practice in Milwaukee, WI. You will develop internal controls, oversee budgeting, cash management, and financial reporting for clients in the logistics sector.

The role requires a Bachelor's degree, 7 years of accounting/financial experience (logistics preferred), and proficiency with QuickBooks and Microsoft Excel. CPA is preferred but not required; travel to client sites as needed.

Qualifications

• Bachelor's degree required; CPA certification preferred but not required.
• 7 years of relevant accounting/financial experience required; logistics industry experience highly preferred.
• Public accounting experience preferred.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.
• Proficiency with Microsoft Excel, Word, Outlook, etc.

Responsibilities

• Develop internal control policies, guidelines, and procedures for 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 and financial statements or reports for regulatory agencies.
• Monitor KPI and performance of accounting staff; advise management on financial objectives and actions.
• Communicate with boards, bankers, investors and stakeholders; prepare for board presentations.

Education

Bachelor's degree

CPA certification (preferred)

Tools

QuickBooks

Microsoft Excel

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.

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

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 #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. To view a complete list of benefits, click here.

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. Watch our video to see why people join CLA.

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. Click here to learn more about CLA’s benefit offerings.

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.

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]