Controller - CAAS - Nonprofit

CliftonLarsonAllen Wealth Advisors, LLC; Dallas (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Flexible PTO

Up to 12 weeks paid parental leave

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Nonprofit Controller for the Client Accounting and Advisory Service in Dallas, TX. This role involves developing internal control policies, preparing financial statements, and advising management.

The successful candidate will have a Bachelor’s degree, 6 years of relevant experience, and strong organization and communication skills. Benefits include flexible PTO, paid parental leave, and a wellness stipend.

Qualifications

• Bachelor's degree required, CPA certification preferred.
• 6 years of relevant accounting or financial experience required.
• Strong organization skills and ability to handle pressure.

Responsibilities

• Develop internal control policies and procedures.
• Prepare and direct financial statements and reports.
• Advise management on financial objectives and policies.

Skills

Accounting principles knowledge

Strong organization

Interpersonal skills

Proficiency in Microsoft Excel

Communication skills

Education

Bachelor's degree

CPA certification preferred

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Microsoft Outlook

Job description

## Controller - CAAS - NonprofitApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R17488We 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!At CLA, Nonprofits are a priority. As the largest industry group in the firm, we have over 850 professionals dedicated to serving our 11,000+ nonprofit clients. We are looking to hire a Nonprofit Controller for our Client Accounting and Advisory Service (CAAS) who can work in our Dallas/Ft. Worth 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***: 6 years of relevant accounting and/or financial experience is required (Nonprofit 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.**Our Perks...*** *Flexible PTO (designed to offer flexible time away for you!)** *Up to 12 weeks paid parental leave.** *Paid Volunteer Time Off** *Mental health coverage** *Quarterly Wellness stipend** *Fertility benefits** *Complete list of benefits* *here*