CAAS - Controller (Technology Industry) | Wisconsin

CLA (CliftonLarsonAllen); Milwaukee (WI); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA is looking for a Controller with Technology Industry experience for our CAAS practice, based out of our Milwaukee, Madison, or Racine offices. You will help clients transform their business by improving GAAP compliance, internal controls, and financial planning.

The role requires 7 years of relevant experience, a Bachelor's degree, and proficiency with QuickBooks, NetSuite, and Intacct. CPA preferred but not required. In-office role with local travel to client sites.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years of relevant Controller experience.
• Accounting back-office experience required.
• Technology industry experience highly preferred; public accounting experience a plus.
• Proficient with accounting software: QuickBooks, NetSuite, Intacct.
• Proficient with Microsoft Excel and related tools.
• Travel to local client sites; occasional non-local travel.

Responsibilities

• Develop knowledge of GAAP and tech industry financials.
• Create and enforce internal control policies and procedures.
• Direct financial planning, budgeting, procurements, and investments.
• Prepare financial information and statements for regulatory bodies.
• Forecast financial position and budgets, and produce related reports.
• Recommend funding and investment strategies for surpluses.
• Monitor KPI metrics and financial ratios.
• Evaluate and develop staff performance in accounting.
• Advise management on financial objectives and policies.
• Communicate with boards, bankers, and investors; prep board materials.

Skills

GAAP knowledge

Financial analysis

Leadership

Excel proficiency

Education

Bachelor's degree

CPA preferred

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

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.