CAAS Controller, Professional Service Organizations

CLA (CliftonLarsonAllen); Boston (MA); On-site; USD 116,000 - 187,000; Full time

Job summary

CLA, a national CPA and consulting firm, seeks a senior accounting professional in Massachusetts to join its CAAS practice. You will develop internal control policies, lead budgeting, forecasting, and advise on financial objectives for client organizations.

The role requires a Bachelor's degree, 7 years of accounting experience (public accounting preferred), proficiency in QuickBooks and Microsoft Office, and strong communication with boards and investors.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years of accounting/financial experience; public accounting preferred.
• Proficiency with accounting software and Microsoft Excel.

Responsibilities

• Develop internal control policies, guidelines, and procedures for budgeting and accounting.
• Coordinate financial planning, budgeting, procurements, and investment activities.
• Prepare and/or direct preparation of financial statements and regulatory reports.
• Advise management on financial objectives and actions.
• Communicate with boards, bankers, and investors; prepare board materials.

Skills

Financial analysis

Budgeting

Forecasting

KPI monitoring

Education

Bachelor's degree

CPA certification 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! 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.

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. Public accounting experience preferred.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is highly preferred.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
• Travel: This position requires working primarily in-office, including local travel to/from client sites (depending on location), as well as occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

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 Massachusetts is: $116,000.00 - $187,000.00

The compensation range for this position in Illinois is: $87,000.00 - $175,000.00

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.