Nonprofit Controller - CAAS Finance Leader

CliftonLarsonAllen Wealth Advisors, LLC; Alexandria (MN); Hybrid; USD 93,000 - 165,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k plan

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a nonprofit-focused Controller to join our CAAS practice in Minnesota (Saint Cloud, Monticello, Alexandria, or Brainerd). You will lead internal controls, financial reporting, budgeting, and strategic financial planning, working 1:1 with clients and reporting to leadership.

This role requires 7+ years of nonprofit accounting experience, CPA preferred, and strong Excel/QuickBooks skills.

Qualifications

• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
• 7 years of relevant accounting and/or financial experience is required (Nonprofit industry and back-office accounting experience is highly preferred). Public accounting experience preferred.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.

Responsibilities

• 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 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.

Skills

Internal controls

Budgeting

Financial planning

KPI monitoring

Staff leadership

Communication

Board presentation

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

Excel

Microsoft Office

Job description

CliftonLarsonAllen Wealth Advisors, LLC seeks a nonprofit-focused Controller to join our CAAS practice in Minnesota (Saint Cloud, Monticello, Alexandria, or Brainerd). You will lead internal controls, financial reporting, budgeting, and strategic financial planning, working 1:1 with clients and reporting to leadership.

This role requires 7+ years of nonprofit accounting experience, CPA preferred, and strong Excel/QuickBooks skills.