CAAS - Controller (Nonprofit Industry) | Southwest Florida

CLA (CliftonLarsonAllen)•Naples, FL

2d•Hybrid

About The Position

CLA is seeking a Controller with nonprofit industry experience to join its Client Accounting & Advisory Services (CAAS) practice in Southwest Florida, based in Naples or Fort Myers. The Controller will be an integral member of the client service team, working directly with clients to provide customized accounting services that support their organizations. The role offers a hybrid and flexible working environment, with work at client locations or in the office depending on project needs, and collaboration with other CLA team members.

Requirements

Bachelor's degree required; a combination of related experience, education, and training may be accepted in lieu of a degree.
Seven years of relevant accounting and/or financial experience required.
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.
Clear, concise, and 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 experience.
Back-office accounting experience.
CPA certification.
Public accounting experience.
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.
Prepare or direct the preparation of 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 the performance of accounting and other financial staff, recommending and implementing actions.
Advise management on short- and long-term financial objectives, policies, and actions.
Communicate regularly with boards, bankers, investors, and constituents; this may include preparing for or hosting board presentations.
Support growth of the CAAS practice by identifying prospective clients and pursuing local business development opportunities.