CAAS - Controller (Nonprofit Industry) | Milwaukee, WI

CliftonLarsonAllen LLP; Milwaukee (WI); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Job summary

CliftonLarsonAllen LLP (CLA) seeks a Controller with nonprofit industry experience for its Client Accounting and Advisory Service (CAAS). The role is based in Milwaukee/Wauwatosa, Racine, or Madison, WI, and focuses on strengthening internal controls and financial strategy for nonprofit clients.

Responsibilities include budgeting, financial statements, KPI monitoring, staff leadership, and regular board communications. Travel to client sites is frequent.

Qualifications

• Degree and professional background required; CPA preferred but not required.
• 7+ years of accounting/finance experience, nonprofit experience highly preferred.
• Strong proficiency in QuickBooks and MS Office applications.

Responsibilities

• Develop internal control policies and procedures for budget, cash, and accounting activities.
• Coordinate financial planning, budgeting, procurement, and investment activities; prepare financial information.
• Prepare and direct financial statements, KPI reports, and regulatory reports as needed.
• Advise management on financial objectives, policies, and actions; communicate with boards and investors.

Skills

Nonprofit experience

Leadership

Financial analysis

Communication

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

Excel

Word

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!

At CLA, Nonprofits are a priority. As the largest industry group in the firm, we have over 850 professionals dedicated to serving our 11,000+ nonprofit clients. We are looking to hire a Controller with nonprofit industry experience for our Client Accounting and Advisory Service (CAAS), based out of either our Milwaukee/Wauwatosa, Racine or Madison WI office location. CAAS helps 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.

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 (Nonprofit industry and back-office accounting experience is highly preferred). Public accounting experience preferred but not required.

• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is preferred.

• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).

• Travel: This position requires frequent local travel to/from client sites and may require 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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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.

To view a complete list of benefits, click here.