CAAS - Controller (Technology Industry) | Wisconsin

CliftonLarsonAllen; Racine (WI); On-site; USD 95,000 - 150,000; Full time

Benefits offered by this job

Health benefits

Wellness program

401k plan

Job summary

CliftonLarsonAllen seeks a Controller with Technology Industry experience for our CAAS practice, based in Madison, Milwaukee, or Racine, WI. Lead financial planning, GAAP adherence, and reporting to help clients transform their business.

The role requires a Bachelor's degree and 7 years of relevant experience; CPA preferred but not required. Travel to local client sites is possible; strong Excel/ERP skills are essential.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years of relevant work experience as a Controller or equivalent.

Responsibilities

• Develop 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 credit management, and accounting.
• Coordinate and direct financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial information and statements, reports, and forecasts for regulatory bodies and leadership.
• Evaluate funds procurement needs and investment of surpluses; provide recommendations.
• Monitor KPI and overall accounting staff performance; implement improvements.
• Advise management on financial objectives, policies, and actions.
• Communicate with boards, bankers, investors, and stakeholders; prepare for board presentations.

Skills

GAAP knowledge

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

NetSuite

Intacct

Microsoft Excel

Microsoft Word

Outlook

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. 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.