CAAS - Controller (Technology Industry) | Wisconsin

CliftonLarsonAllen Wealth Advisors, LLC; Madison, Northern (WI, KY); Hybrid; USD 110,000 - 160,000; Full time

Job summary

CLA is seeking a highly experienced Controller with technology industry knowledge to join our Client Accounting & Advisory Services (CAAS) practice in Wisconsin. The role requires deep GAAP expertise and the ability to lead financial planning, budgeting, and controls for a technology-focused client base.

Ideal candidates will have 7 years in a Controller role, a Bachelor's degree, and CPA is preferred. This in-office role emphasizes collaboration with management and boards, with opportunities

Qualifications

• Bachelor's degree is required; combination of related experience may be accepted in lieu of degree.
• 7 years of relevant work experience as a Controller or equivalent is required.
• CPA certification is preferred but not required.
• Aptitude for developing and maintaining accounting software and systems.

Responsibilities

• Develop thorough knowledge of GAAP (FASB/SFAS) and understand financial and operational aspects of the technology industry.
• Develop internal control policies, guidelines, and procedures for budgeting, cash, and accounting.
• Coordinate and direct financial planning, budgeting, procurements, or investment activities.
• Prepare financial information, statements, forecasts, budgets, and regulatory reports.
• Evaluate needs for funds and investments; make recommendations.
• Monitor KPI and the performance of accounting staff; advise management on financial objectives.
• Communicate with boards, bankers, investors, etc., including board prep.

Skills

GAAP knowledge

Internal controls

Budgeting

Analysis & reporting

Technology industry experience

CPA preferred

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

NetSuite

Intacct

Microsoft Excel

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, based out of either our Madison, Milwaukee, or Racine WI office locations.

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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

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.

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 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.