Controller (Fund Administration)

CLA (CliftonLarsonAllen)Minneapolis, MN

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

  • Financials: 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).
  • Leadership: 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
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