CAAS - Controller (Nonprofit Industry) | Southwest Florida

CliftonLarsonAllen Wealth Advisors, LLC; Florida; Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health, dental, vision benefits

Hybrid work model

Wellness program

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Controller with nonprofit industry experience to join the CAAS practice in Southwest Florida (Naples or Fort Myers). You will lead internal controls, budgeting, and financial reporting, while partnering with management to support growth and client service excellence.

The role offers a hybrid working environment with opportunities to engage with boards, investors, and clients.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years of relevant nonprofit accounting experience (back-office). Public accounting experience preferred.
• Proficiency with accounting software; QuickBooks experience preferred.
• Strong knowledge of GAAP (FASB/SFAS) and financial reporting.

Responsibilities

• Develop internal control policies, guidelines, and procedures.
• Coordinate financial planning, budgeting, procurements, or investments for all or part of an organization.
• Prepare financial statements, activity reports, and forecasts for regulatory bodies.
• Advise management on short- and long-term financial objectives and actions.
• Monitor KPI and performance of accounting staff; supervise and develop staff.
• Communicate with boards, bankers, investors, and constituents; prepare board presentations if needed.
• Identify new clients and pursue CAAS business development opportunities in the local market.

Skills

Organizational skills

Communication

Interpersonal skills

Work under pressure

Team collaboration

Client relationship management

Education

Bachelor's degree

CPA preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

QuickBooks

Job description

CAAS - Controller (Nonprofit Industry) | Southwest Florida### CAAS - Controller (Nonprofit Industry) | Southwest FloridaApply: Naples, FL: Fort Myers, FL: Full time: Posted Today: R18440We 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 office locations in **Southwest Florida (Naples or Fort Myers**).**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.* Demonstrate a strong commitment to growing the CAAS practice by actively identifying new clients and pursuing business development opportunities within the local market.**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.* 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. 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.