CAAS Controller, Professional Service Organizations

CliftonLarsonAllen Wealth Advisors, LLC; Nashville (TN); On-site; USD 100,000 - 140,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Controller for its CAAS practice in Nashville, TN. You will develop internal controls and oversee budgeting, cash management, and accounting functions for client service teams.

The role requires 6 years of relevant experience and a Bachelor's degree, with CPA preferred but not required. In-office work with local client-site travel and occasional non-local travel is required; proficiency in Excel, Word, and Outlook is expected to manage

Qualifications

• Bachelor's degree required; combination of related experience may be accepted.
• 6 years of accounting/financial experience required; logistics industry experience preferred.
• CPA certification is preferred but not required.
• In-office work with local travel to client sites; occasional non-local travel.

Responsibilities

• Develop internal control policies, guidelines, and procedures for budgeting, cash and credit management, and accounting.
• Coordinate and direct financial planning, budgeting, procurements, or investments for part of an organization; prepare financial information.
• Direct preparation of financial statements, business activity reports, financial position forecasts, and regulatory reports.
• Advise management on short- and long-term financial objectives, policies, and actions.
• Communicate regularly with boards, bankers, investors, and constituents; may include board prep or hosting presentations.

Skills

Strong organization

Interpersonal communication

Client relationship management

Education

Bachelor's degree

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

## CAAS Controller, Professional Service OrganizationsApplylocations: Nashville, TNtime type: Full timeposted on: Posted Todayjob requisition id: R17592We 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 **Professional Service I****ndustry** experience, to join our **CAAS (*****Client Accounting & Advisory Services*****)** practice.**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***: 6 years of relevant accounting and/or financial experience is required (logistics industry 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 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.**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.