Controller (Fund Administration)
About The Position
CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Controller to join our Fund Administration group in one of our Northeast, Midwest, Sunbelt, or West office.
Requirements
- 6 years of relevant accounting and/or financial experience is required.
- Bachelor's degree is required.
- Combination of related experience, education, and training may be accepted in lieu of degree.
Responsibilities
- Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
- Coordinates and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
- Prepare financial information.
- Prepare, 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).
- Monitors 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.
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
- Complete list of benefits here
- Wellness at CLA
- To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
- To view a complete list of benefits click here
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Number of Employees
501-1,000 employees
