CAAS Controller (Technology Industry)

CliftonLarsonAllen Wealth Advisors, LLC; Houston, Northern (TX, KY); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Wellness program

Health benefits

Dental benefits

Vision benefits

401(k) retirement plan

Job summary

CLA is a national professional services firm seeking a Controller with Technology Industry experience for its CAAS practice. You will help transform client businesses by mitigating risk, meeting deadlines, and guiding workforce needs with a collaborative approach.

You will develop GAAP expertise, create internal control policies, and oversee budgeting, procurement, and investments while coordinating financial planning and reporting for client engagements and leadership teams.

Qualifications

• Bachelor's degree required; combination of experience may be accepted.
• CPA preferred but not required.
• 7+ years relevant work experience as a Controller or equivalent; tech industry experience highly preferred.

Responsibilities

• Develop GAAP knowledge and apply to technology industry specifics.
• Develop internal control policies and budgeting and cash management.
• Coordinate financial planning, budgeting, and investment activities.
• Prepare financial information and statements for regulators and leadership.
• Advise management on financial objectives and actions.
• Communicate with boards, bankers, investors, and stakeholders.

Skills

GAAP knowledge

Accounting software

Excel

Communication

Education

Bachelor's degree

Tools

QuickBooks

NetSuite

Intacct

Job description

CLA is a national professional services firm where 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 Technology Industry experience, for our Client Accounting & Advisory Services (CAAS) practice. As a Controller, you will help 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.

Primary Responsibilities

• Develop full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of the technology industry.
• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinate and direct 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).
• 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.

What you will need

• 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 relevant work experience as a Controller or equivalent is required. Accounting back-office experience is required. Relevant experience in the Technology industry is highly preferred! Public accounting experience preferred but not required. Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems (QuickBooks, NetSuite, Intacct). Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
• Travel: This position works primarily in-office and requires frequent local travel to/from local area client sites. It may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

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].

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. Watch our video to see why people join CLA.

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.