Controller - CAAS - (Construction)

CliftonLarsonAllen Wealth Advisors, LLC; Lakeland (FL); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Health insurance

Dental

Vision

401k

Job summary

CLA Wealth Advisors, LLC seeks a Construction Controller for the CAAS team in Lakeland or Tampa, Florida. You will develop internal controls, oversee budgeting and cash management, and prepare financial statements and forecasts for key stakeholders.

Required: bachelor’s degree and 7 years of relevant accounting experience; CPA preferred but not required. Travel to client sites is frequent; experience with QuickBooks and MS Office is beneficial. This is a client-focused leadership role.

Qualifications

• Bachelor's degree required; combination of related experience may be accepted.
• CPA certification preferred but not required.
• 7 years of relevant accounting/financial experience required.
• Construction industry and back-office accounting experience highly preferred.
• Proficiency with accounting software; QuickBooks experience preferred; Excel/Word/Outlook required.

Responsibilities

• Develop internal control policies and procedures for budgeting, cash, credit, and accounting.
• Coordinate financial planning, budgeting, procurements, and investment activities.
• Prepare financial statements, reports, and position forecasts for regulators and boards.
• Monitor KPIs and advise management on financial objectives and actions.

Skills

GAAP knowledge

Financial analysis

Communication

Leadership

Client management

Travel willingness

Organizational skills

Stress management

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! We are looking to hire a Construction Controller for our Client Accounting and Advisory Service (CAAS) who can work in our Lakeland or Tampa, Florida office. CAAS helps 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.

Job Description

Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Coordinate and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information. Prepare and/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). Monitor 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.

Education / Experience

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 of relevant accounting and/or financial experience is required (Construction industry and back‑office accounting experience 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 experience is preferred. Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).

Travel

This position requires frequent local travel to/from client sites and may require occasional non‑local or overnight travel for client visits, training, meetings and/or other business‑related purposes.

Skills / Knowledge

An understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting. Strong organization skills/goal orientation/self‑motivation. Ability to handle pressure in a positive professional manner. Excellent interpersonal skills. Communication that is clear, concise, and considerate of the needs of others. Ability to work cooperatively with others and value the different contributions people make. Proven success in managing work and key client relationships to exceed client expectations.

Equal Opportunity Employer

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.

Wellness at CLA

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.

• health
• dental
• vision
• 401k

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.

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]