CAAS - Controller (Technology Industry) | Wisconsin

CLA (CliftonLarsonAllen); Racine (WI); On-site; USD 110,000 - 150,000; Full time

Job summary

CLA is seeking a Controller with Technology Industry experience for our CAAS practice, based in Madison, Milwaukee, or Racine WI. You will lead financial planning, prepare statements, and advise on financial objectives while ensuring strong internal controls and GAAP compliance.

The role emphasizes collaboration with clients and leadership of accounting teams, travel to local client sites, and delivering timely financial analysis and reports.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years of relevant work experience as a Controller or equivalent.
• Accounting back-office experience required.
• Technology industry experience highly preferred; public accounting acceptable.

Responsibilities

• Develop knowledge of GAAP (FASB/SFAS) and financial/operational aspects of tech.
• Create internal control policies, budgets, cash and credit management.
• Lead financial planning, budgeting, procurements and investments as applicable.
• Prepare financial statements, reports, forecasts and regulatory filings.
• Advise management on financial objectives and actions.
• Communicate with boards, bankers, investors, and stakeholders.

Skills

GAAP knowledge

Internal controls

Financial analysis

Budgeting

Leadership

Regulatory compliance

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. 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.