CAAS - Controller (Logistics Industry) | Minneapolis, MN

CliftonLarsonAllen Wealth Advisors, LLC; Minneapolis (MN); Hybrid; USD 98,000 - 168,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Controller with logistics industry experience for our CAAS practice in Minneapolis, MN. You will lead internal controls, budgeting, and reporting across client engagements, guiding financial strategy and ensuring regulatory compliance.

Required: Bachelor's degree and 7 years of accounting experience; CPA preferred but not required. Proficiency in QuickBooks and MS Office; travel as needed. Salary range reflects Minnesota market.

Qualifications

• Bachelor's degree in accounting or related field required.
• 7 years of relevant accounting/finance experience required; logistics industry preferred.
• CPA certification preferred but not required.
• Proficiency with accounting software and systems; QuickBooks highly preferred.
• Strong knowledge of GAAP and financial reporting.
• Willingness to travel locally and non-local as needed.

Responsibilities

• Develop internal control policies and procedures for budgeting and cash management.
• Coordinate financial planning, budgeting, procurements, and investments.
• Prepare financial statements, reports, and forecasts for regulatory needs.
• Advise management on short- and long-term financial objectives.
• Monitor KPIs and performance of accounting staff; implement actions.
• Communicate with boards and investors; prep board materials.
• Ensure compliance with GAAP and accounting standards.
• Direct and support client relationships for CLA CAAS practice.

Skills

Strong organization

Interpersonal skills

Communication

Client relationship management

Team collaboration

Education

Bachelor's degree

CPA (preferred)

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Outlook

Job description

Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick 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 .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 based out of **Minneapolis, MN** office location.**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, 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***Start your inspired career**When you join CLA, you'll have the opportunity to design your own. 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.