Nonprofit Controller – Hybrid, CAAS (SW Florida)

CliftonLarsonAllen Wealth Advisors, LLC; Florida; Hybrid; USD 95,000 - 135,000; Full time

Benefits offered by this job

Health, dental, vision benefits

Hybrid work model

Wellness program

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Controller with nonprofit industry experience to join the CAAS practice in Southwest Florida (Naples or Fort Myers). You will lead internal controls, budgeting, and financial reporting, while partnering with management to support growth and client service excellence.

The role offers a hybrid working environment with opportunities to engage with boards, investors, and clients.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 7 years of relevant nonprofit accounting experience (back-office). Public accounting experience preferred.
• Proficiency with accounting software; QuickBooks experience preferred.
• Strong knowledge of GAAP (FASB/SFAS) and financial reporting.

Responsibilities

• Develop internal control policies, guidelines, and procedures.
• Coordinate financial planning, budgeting, procurements, or investments for all or part of an organization.
• Prepare financial statements, activity reports, and forecasts for regulatory bodies.
• Advise management on short- and long-term financial objectives and actions.
• Monitor KPI and performance of accounting staff; supervise and develop staff.
• Communicate with boards, bankers, investors, and constituents; prepare board presentations if needed.
• Identify new clients and pursue CAAS business development opportunities in the local market.

Skills

Organizational skills

Communication

Interpersonal skills

Work under pressure

Team collaboration

Client relationship management

Education

Bachelor's degree

CPA preferred

Tools

Microsoft Excel

Microsoft Word

Outlook

QuickBooks

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Controller with nonprofit industry experience to join the CAAS practice in Southwest Florida (Naples or Fort Myers). You will lead internal controls, budgeting, and financial reporting, while partnering with management to support growth and client service excellence.

The role offers a hybrid working environment with opportunities to engage with boards, investors, and clients.