CAAS - Controller (Nonprofit Industry) | Milwaukee, Racine, or Madison WI

CliftonLarsonAllen•Milwaukee, WI

3d•Onsite

About The Position

We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities . With 8500 employees and over 130 offices nationwide, We promise to know you and help you! As a member of CLA’s CAAS practice, you will be an integral part of the CLA client service team and will work directly 1:1 with our clients to provide customized accounting services to support them as they manage and grow their business or organization. CLA is looking for a Controller with Nonprofit industry experience, to join our CAAS ( Client Accounting & Advisory Services ) practice based out of either our Milwaukee WI , Racine WI, or Madison WI office locations. Job Description: 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 key performance indicators (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.

Requirements

Education : Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
Experience : 6 years of relevant accounting and/or financial experience is required (Nonprofit industry and back-office accounting experience is highly preferred).
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.
Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).
An understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting
Strong organization skills/goal orientation/self-motivation.
Ability to handle pressure in a positive professional manner.
Excellent interpersonal skills.
Communication that is clear, concise, and considerate of the needs of others.
Ability to work cooperatively with others and value the different contributions people make.
Proven success in managing work and key client relationships to exceed client expectations.

Nice To Haves

CPA certification is preferred but not required.
Public accounting experience preferred.
QuickBooks experience is highly preferred.

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 key performance indicators (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.