CAAS - Controller (Nonprofit Industry) | Southwest Florida

CliftonLarsonAllen LLP; Naples (FL); Hybrid; USD 90,000 - 140,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Job summary

CliftonLarsonAllen LLP in Southwest Florida (Naples or Fort Myers) seeks a Controller with nonprofit industry experience to join our CAAS practice and serve clients directly 1:1. The role centers on developing internal controls, budgeting, financial statements, KPI monitoring, and advising management on financial objectives, with hybrid work flexibility.

Qualifications include a Bachelor's degree (CPA preferred but not required) and at least seven years of nonprofit accounting experience;

Qualifications

• Bachelor's degree is required.
• CPA preferred but not required.
• 7 years of relevant accounting/financial experience is required (Nonprofit experience preferred).
• Public accounting experience preferred.
• QuickBooks experience is preferred.
• Proficiency with Microsoft Excel, Word, Outlook, etc.

Responsibilities

• Develop internal control policies and procedures for budgeting and cash management.
• Coordinate financial planning, budgeting, procurement, or investments for the organization.
• Prepare financial information and statements, reports for regulatory agencies.
• Advise management on financial objectives, policies, and actions.
• Communicate with boards, bankers, investors, and stakeholders.

Skills

GAAP knowledge

Financial reporting

Budgeting

Internal controls

Nonprofit accounting

Communication with boards

Education

Bachelor's degree or higher

Tools

QuickBooks

Microsoft Excel

Microsoft 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! 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

• 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.

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,

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 120 locations, and a global vision, we promise to know you and help you. For more information visit our website.

Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

CLA's Privacy Policy

CLA's privacy policy is available to be viewed on our website.

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

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

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.

Watch our video to see why people join CLA.

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.

to learn more about CLA’s benefit offerings.