Controller, Client Accounting & Advisory Services

CliftonLarsonAllen Wealth Advisors, LLC; Milwaukee (WI); On-site; USD 90,000 - 150,000; Full time

Job summary

CLA’s CAAS practice seeks a Controller with Professional Service Organization experience to join our Milwaukee team. The role will lead internal controls, budgeting, cash management, and financial reporting while partnering with leadership to support growth.

The successful candidate will have a Bachelor's degree, at least 6 years of relevant accounting experience (public accounting highly preferred) and CPA is preferred but not required.

Qualifications

• Bachelor's degree in accounting or related field; combination of experience accepted.
• Minimum 6 years of accounting/financial experience, pro services experience preferred.
• Experience with accounting software; QuickBooks experience preferred.

Responsibilities

• Develops internal control policies, guidelines, and procedures for budgeting, cash management and accounting.
• Directs financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial statements, business activity reports, financial position forecasts, budgets, or regulatory reports.
• Advise management on financial objectives, policies, and actions; communicate with boards and investors.

Skills

Organizational skills

Goal orientation

Self-motivation

Interpersonal skills

Communication skills

Team collaboration

Stress tolerance

Client relationships

Education

Bachelor's degree

CPA certification preferred

Tools

Microsoft Excel

Microsoft Word

Microsoft Outlook

QuickBooks

Job description

CLA’s CAAS practice seeks a Controller with Professional Service Organization experience to join our Milwaukee team. The role will lead internal controls, budgeting, cash management, and financial reporting while partnering with leadership to support growth.

The successful candidate will have a Bachelor's degree, at least 6 years of relevant accounting experience (public accounting highly preferred) and CPA is preferred but not required.