CAAS - Controller (Professional Services Organizations) | Milwaukee, WI

CliftonLarsonAllen Wealth Advisors, LLC; Milwaukee (WI); On-site; USD 90,000 - 150,000; Full time

Job summary

CLA’s CAAS practice seeks a Controller with Professional Service Organization experience to join our Milwaukee team. The role will lead internal controls, budgeting, cash management, and financial reporting while partnering with leadership to support growth.

The successful candidate will have a Bachelor's degree, at least 6 years of relevant accounting experience (public accounting highly preferred) and CPA is preferred but not required.

Qualifications

• Bachelor's degree in accounting or related field; combination of experience accepted.
• Minimum 6 years of accounting/financial experience, pro services experience preferred.
• Experience with accounting software; QuickBooks experience preferred.

Responsibilities

• Develops internal control policies, guidelines, and procedures for budgeting, cash management and accounting.
• Directs financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial statements, business activity reports, financial position forecasts, budgets, or regulatory reports.
• Advise management on financial objectives, policies, and actions; communicate with boards and investors.

Skills

Organizational skills

Goal orientation

Self-motivation

Interpersonal skills

Communication skills

Team collaboration

Stress tolerance

Client relationships

Education

Bachelor's degree

CPA certification preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

QuickBooks

Job description

## CAAS - Controller (Professional Services Organizations) | Milwaukee, WIApplylocations: Milwaukee, WItime type: Full timeposted on: Posted Todayjob requisition id: R17591We 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 Organization** experience, to join our **CAAS (*****Client Accounting & Advisory Services*****)** practice.**Role Responsibilities****:*** ***Financials***: Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Coordinates and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information. Prepare, 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).* ***Leadership:*** Monitors 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 (pro services organization experience is highly preferred). Public accounting experience highly 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.#LI-TT1