Nonprofit Controller & Financial Strategy Leader

CliftonLarsonAllen Wealth Advisors, LLC; Milwaukee (WI); On-site; USD 90,000 - 130,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Controller with nonprofit experience for our CAAS team based in Milwaukee/Wauwatosa, Racine or Madison, WI. You will develop internal controls, manage budgeting and financial planning, and prepare financial statements for nonprofit clients.

Qualifications include a Bachelor's degree, 7 years nonprofit accounting experience, CPA preferred but not required, and proficiency with QuickBooks and MS Office. Travel to client sites is frequent.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years nonprofit accounting/finance experience required.
• Experience with QuickBooks and MS Office suite.
• Travel to client sites may be frequent.

Responsibilities

• Develop internal control policies and procedures.
• Oversee budgeting, cash management and financial planning.
• Prepare financial statements and regulatory reports.
• Monitor KPIs and staff performance.
• Advise management on financial objectives and actions.
• Communicate with boards and investors.

Skills

GAAP knowledge

Organizational skills

Interpersonal skills

Clear communication

Team collaboration

Client relationships

Education

Bachelor's degree

CPA preferred

Tools

QuickBooks

Excel

Word

Outlook

Job description

CliftonLarsonAllen Wealth Advisors, LLC seeks a Controller with nonprofit experience for our CAAS team based in Milwaukee/Wauwatosa, Racine or Madison, WI. You will develop internal controls, manage budgeting and financial planning, and prepare financial statements for nonprofit clients.

Qualifications include a Bachelor's degree, 7 years nonprofit accounting experience, CPA preferred but not required, and proficiency with QuickBooks and MS Office. Travel to client sites is frequent.