CAAS - Controller (Nonprofit Industry) | Southwest Florida

CliftonLarsonAllen LLP; Fort Myers (FL); Híbrido; USD 100 000 - 160 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Health insurance

Dental insurance

Vision insurance

401(k)

Resumo da oferta

CLA, a national accounting and advisory firm, is seeking a Controller with nonprofit experience to join its CAAS practice in Southwest Florida (Naples or Fort Myers). You will lead internal controls, budgeting, financial planning, and financial reporting, while growing client relationships and contributing to business development within the local market.

The role requires a Bachelor's degree and about 7 years of nonprofit accounting experience; CPA is preferred but not required.

Qualificações

• Bachelor's degree required; CPA preferred but not required.
• 7 years of nonprofit accounting/financial experience required; public accounting preferred.
• Experience with QuickBooks and MS Office suite.
• Hybrid/flexible travel to client sites or office depending on project needs.

Responsabilidades

• Develop internal control policies and procedures for budgeting, cash management, and accounting.
• Coordinate financial planning, budgeting, procurements, and investment activities; prepare financial information.
• Prepare and direct financial statements, forecasts, budgets, and regulatory reports.
• Evaluate funding needs and investment surpluses; provide recommendations.
• Monitor KPIs and performance of accounting staff; advise on actions.
• Communicate with boards, bankers, investors, and stakeholders; prep presentations.

Conhecimentos

Internal controls

Financial planning

Budgeting

KPI monitoring

Staff management

Board communications

Client relationships

Strategic advisory

Formação académica

Bachelor's degree

CPA preferred

Ferramentas

QuickBooks

Microsoft Excel

Microsoft Word

Outlook

Descrição da oferta de emprego

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 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

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.