CAAS - Controller (Nonprofit Industry) | Southwest Florida

CliftonLarsonAllen•Fort Myers, FL

1d•Hybrid

About The Position

CLA is seeking a Controller with nonprofit industry experience to join its Client Accounting & Advisory Services (CAAS) practice, based out of the Naples or Fort Myers office in Southwest Florida. The Controller will be an integral part of the client service team, working directly with clients to provide customized accounting services that support their organizations. The role includes financial planning, budgeting, accounting, reporting, internal controls, and financial staff oversight, as well as regular communication with boards, bankers, investors, and other constituents. The position also involves identifying prospective clients and pursuing business development opportunities in the local market. The role offers a hybrid and flexible working environment. Depending on project needs, work may be performed at client locations or in an office, with opportunities to collaborate with other CLA colleagues.

Requirements

Bachelor's degree, or a combination of related experience, education, and training in lieu of a degree.
At least 7 years of relevant accounting and/or financial experience.
Understanding of generally accepted accounting principles (FASB/SFAS) or another comprehensive basis of accounting.
Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems.
Proficiency with applicable software, including Microsoft Excel, Word, and Outlook.
Strong organization skills, goal orientation, and self-motivation.
Ability to handle pressure in a positive, professional manner.
Excellent interpersonal skills and clear, concise, considerate communication.
Ability to work cooperatively with others and value different contributions.
Proven success managing work and key client relationships to exceed client expectations.

Nice To Haves

Nonprofit industry and back-office accounting experience.
Public accounting experience.
CPA certification.
QuickBooks experience.

Responsibilities

Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
Coordinate and direct financial planning, budgeting, procurement, or investment activities for all or part of an organization.
Prepare financial information, including financial statements, business activity reports, financial position forecasts, budgets, and reports required by regulatory agencies.
Evaluate funding needs and investment of surpluses, and make appropriate recommendations.
Monitor financial ratios and key performance indicators.
Monitor and evaluate accounting and other financial staff performance, recommending and implementing actions.
Advise management on short- and long-term financial objectives, policies, and actions.
Communicate regularly with boards, bankers, investors, and other constituents; prepare for and/or host board presentations as needed.
Identify prospective clients and pursue business development opportunities in the local market to help grow the CAAS practice.