CAAS - Controller (Manufacturing Industry) | Milwaukee, WI

CliftonLarsonAllen Wealth Advisors, LLC

Milwaukee (WI)

On-site

USD 110,000 - 150,000

Full time

5 days ago
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Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Controller with manufacturing industry experience to join the CAAS practice in Milwaukee, WI. The role focuses on developing internal controls, budgeting, and financial planning to support client accounting services.

The successful candidate will oversee preparation of financial statements, advise on capital needs, and monitor KPIs while working primarily in-office with local client site travel.

Qualifications

  • Bachelor's degree required; CPA preferred but not required.
  • 7 years of accounting/finance experience; manufacturing experience preferred.
  • Experience with accounting software; QuickBooks experience highly preferred.

Responsibilities

  • Develop internal control policies, guidelines, and procedures for budgeting, cash and credit management, and accounting.
  • Coordinate and direct financial planning, budgeting, procurements, or investment activities for the organization.
  • Prepare financial statements, business activity reports, and forecasts; monitor KPIs.

Skills

Leadership
Organizational skills
Interpersonal skills
Communication
Pressure management
Client relationships

Education

Bachelor's degree
CPA preferred

Tools

QuickBooks
Excel
Word
Outlook

Job description

CAAS - Controller (Manufacturing Industry) | Milwaukee, WI### CAAS - Controller (Manufacturing Industry) | Milwaukee, WIApply: Milwaukee, WI: Full time: Posted Today: R18443We 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 **Manufacturing industry** experience, to join our **CAAS (*****Client Accounting & Advisory Services*****)** practice in **Milwaukee, WI**.**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 (Manufacturing 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.
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