CAAS - Controller (Retail Industry) | Green Bay, WI

CliftonLarsonAllen Wealth Advisors, LLC; Green Bay (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Controller to lead the Client Accounting and Advisory Services (CAAS) practice in Green Bay, WI. You will act as Controller for designated clients, advise on accounting practices, mentor staff, and prepare financial statements and management reports for Boards and executives.

Requirements include 7 years of accounting experience (retail preferred) and a Bachelor's degree in Accounting or Finance; travel to client sites is possible.

Qualifications

• 7 years of relevant accounting and/or financial experience.
• Retail industry experience is highly preferred.
• Bachelor’s degree in Accounting, Finance, or related field; combination of education and experience may be accepted.

Responsibilities

• Act as the Controller for the designated clients you service.
• Advise clients on best practices for accounting and finance-related engagements.
• Mentor staff and seniors within your team.
• Prepare and analyze client financial statements and management reporting packages.

Skills

Accounting

Financial analysis

Leadership

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

ERP systems

Job description

## CAAS - Controller (Retail Industry) | Green Bay, WIApplylocations: Green Bay, WI: Appleton, WItime type: Full timeposted on: Posted Todayjob requisition id: R17657At CLA, our purpose is to *create opportunities* every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.**About the role:**CLA is looking to hire a **Controller** with **Retail industry** experience, to join our Client Accounting and Advisory Services (**CAAS**) practice in **Green Bay, WI.** Our CAAS team helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.**As a Controller, you will:*** Act as the Controller for the designated clients you service* Take on the role of consultant and advisor to your clients on best practices for accounting and finance-related engagements* Mentor the staff and seniors within your team and assist in designing customized back-office solutions for clients* Prepare and analyze client financial statements and make recommendations* Prepare management reporting packages to assist management teams and Boards with understanding their financial results* Become an industry professional and attend industry-leading events and trainings* Maintain knowledge of the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards**Requirements:*** ***Experience:***7 years of relevant accounting and/or financial experience is required. Relevant experience in retail, is highly preferred.* ***Education***: Bachelor’s degree required (preferably in Accounting, Finance, or related field). A combination of education, training and relevant experience may be accepted in lieu of degree.* ***Travel:*** This position works primarily in-office and requires frequent local travel to/from client sites, as well as the possibility for occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.