CAAS - Controller (Nonprofit Industry) | North/Central Minnesota

CliftonLarsonAllen Wealth Advisors, LLC; Alexandria (MN); Hybrid; USD 93,000 - 165,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k plan

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a nonprofit-focused Controller to join our CAAS practice in Minnesota (Saint Cloud, Monticello, Alexandria, or Brainerd). You will lead internal controls, financial reporting, budgeting, and strategic financial planning, working 1:1 with clients and reporting to leadership.

This role requires 7+ years of nonprofit accounting experience, CPA preferred, and strong Excel/QuickBooks skills.

Qualifications

• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
• 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.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.

Responsibilities

• 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 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.

Skills

Internal controls

Budgeting

Financial planning

KPI monitoring

Staff leadership

Communication

Board presentation

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

Excel

Microsoft Office

Job description

About the Role

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 Nonprofit industry experience, to join our CAAS (Client Accounting & Advisory Services) practice based out of either one of our Northern Minnesota office locations (Saint Cloud, Monticello, Alexandria, or Brainerd MN).

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.

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. 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 reflects our commitment for both flexibility and collaboration. This role offers a hybrid and flexible working environment, which means you may be required to work at client locations or in the office depending on project needs. Additionally, you'll have the opportunity to work closely with other CLA family members, encouraging a collaborative and supportive workplace culture.

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: $93,000.00 – $165,000.00 #LI-TT1

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.

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.

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.

Equal Opportunity Employer

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities