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

CliftonLarsonAllen LLP; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Job summary

CLA exists to create opportunities for our clients, our people, and our communities. We are seeking a Controller with Professional Service Organization experience to join our CAAS practice in a client-service role in Milwaukee.

You will develop internal controls, lead financial planning and reporting, and advise management on strategic actions while collaborating with boards, bankers, and investors. CPA is preferred but not required; 6+ years of relevant experience is expected.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 6 years of relevant accounting/financial experience; pro services experience preferred.
• Proficiency with Microsoft Excel, Word, Outlook, etc.
• QuickBooks experience highly preferred.

Responsibilities

• Develop internal control policies, guidelines, and procedures for budgeting, cash and credit management.
• Direct financial planning, budgeting, procurements, or investment activities for all/part of an organization.
• Prepare financial statements and business activity reports for regulatory agencies.
• Evaluate procurement needs and investment of surpluses; provide recommendations.
• Monitor KPI and advise management on financial objectives and actions.
• Lead accounting staff and oversee performance; communicate with boards and investors.

Skills

GAAP knowledge

Organizational skills

Pressure handling

Interpersonal skills

Clear communication

Team collaboration

Client relationship management

Education

Bachelor's degree

CPA certification preferred

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Outlook

Job description

Introduction

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 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.

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,

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.

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 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com.

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

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.

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]