Controller - CAAS - Nonprofit

CLA (CliftonLarsonAllen); Orlando (FL); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health, dental, vision insurance

401(k) plan

Wellness program

Job summary

CLA is seeking a Nonprofit Controller for our Client Accounting and Advisory Service (CAAS) team to be based in Orlando or Southwest Florida. You will lead internal controls, budgeting, and financial reporting for nonprofit clients, ensuring compliance and timely delivery.

The role requires at least six years of nonprofit accounting experience, a Bachelor's degree, and proficiency with QuickBooks and Microsoft Office. CPA is preferred; travel to client sites may be required.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 6 years nonprofit accounting/financial experience required.
• Public accounting experience welcome but not required.
• QuickBooks experience preferred.
• Proficiency with Microsoft Excel, Word, Outlook, etc.

Responsibilities

• Develop internal control policies, guidelines, and procedures for budget administration, cash/credit management, and accounting.
• Coordinate financial planning, budgeting, procurements, or investments and prepare financial information.
• Prepare/ direct preparation of financial statements, forecasts, budgets, or reports for regulators.
• Evaluate needs for funds and investments and make recommendations.
• Monitor KPI and financial ratios.
• Evaluate performance of accounting staff and implement actions.
• Advise management on financial objectives, policies, and actions.
• Communicate with boards, bankers, investors, and others; prepare board materials.

Skills

GAAP/SFAS understanding

Strong organization skills

Ability to handle pressure

Excellent interpersonal skills

Clear and concise communication

Team collaboration

Client relationship management

Education

Bachelor's degree required

CPA preferred

Tools

QuickBooks

Microsoft Excel

Microsoft Word/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! 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 Orlando or SW 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: 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.

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.