Retail Controller, CAAS Advisory & Analytics

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

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks a Controller to lead the Client Accounting and Advisory Services (CAAS) practice in Green Bay, WI. You will act as Controller for designated clients, advise on accounting practices, mentor staff, and prepare financial statements and management reports for Boards and executives.

Requirements include 7 years of accounting experience (retail preferred) and a Bachelor's degree in Accounting or Finance; travel to client sites is possible.

Qualifications

• 7 years of relevant accounting and/or financial experience.
• Retail industry experience is highly preferred.
• Bachelor’s degree in Accounting, Finance, or related field; combination of education and experience may be accepted.

Responsibilities

• Act as the Controller for the designated clients you service.
• Advise clients on best practices for accounting and finance-related engagements.
• Mentor staff and seniors within your team.
• Prepare and analyze client financial statements and management reporting packages.

Skills

Accounting

Financial analysis

Leadership

Education

Bachelor's degree in Accounting/Finance

Tools

Excel

ERP systems

Job description

CliftonLarsonAllen Wealth Advisors, LLC seeks a Controller to lead the Client Accounting and Advisory Services (CAAS) practice in Green Bay, WI. You will act as Controller for designated clients, advise on accounting practices, mentor staff, and prepare financial statements and management reports for Boards and executives.

Requirements include 7 years of accounting experience (retail preferred) and a Bachelor's degree in Accounting or Finance; travel to client sites is possible.