Strategic CAAS Controller for Client Services

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

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401(k)

Job summary

CLA exists to create opportunities for our clients, our people, and our communities. We are seeking a Controller with Professional Service Organization experience to join our CAAS practice in a client-service role in Milwaukee.

You will develop internal controls, lead financial planning and reporting, and advise management on strategic actions while collaborating with boards, bankers, and investors. CPA is preferred but not required; 6+ years of relevant experience is expected.

Qualifications

• Bachelor's degree required; CPA preferred but not required.
• 6 years of relevant accounting/financial experience; pro services experience preferred.
• Proficiency with Microsoft Excel, Word, Outlook, etc.
• QuickBooks experience highly preferred.

Responsibilities

• Develop internal control policies, guidelines, and procedures for budgeting, cash and credit management.
• Direct financial planning, budgeting, procurements, or investment activities for all/part of an organization.
• Prepare financial statements and business activity reports for regulatory agencies.
• Evaluate procurement needs and investment of surpluses; provide recommendations.
• Monitor KPI and advise management on financial objectives and actions.
• Lead accounting staff and oversee performance; communicate with boards and investors.

Skills

GAAP knowledge

Organizational skills

Pressure handling

Interpersonal skills

Clear communication

Team collaboration

Client relationship management

Education

Bachelor's degree

CPA certification preferred

Tools

QuickBooks

Microsoft Excel

Microsoft Word

Outlook

Job description

CLA exists to create opportunities for our clients, our people, and our communities. We are seeking a Controller with Professional Service Organization experience to join our CAAS practice in a client-service role in Milwaukee.

You will develop internal controls, lead financial planning and reporting, and advise management on strategic actions while collaborating with boards, bankers, and investors. CPA is preferred but not required; 6+ years of relevant experience is expected.