CAAS - Controller (Nonprofit Industry) | Milwaukee, WI

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At CLA, Nonprofits are a priority. As the largest industry group in the firm, we have over 850 professionals dedicated to serving our 11,000+ nonprofit clients. We are looking to hire a Controller with nonprofit industry experience for our Client Accounting and Advisory Service (CAAS), based out of either our Milwaukee/Wauwatosa, Racine or Madison WI office location. CAAS helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.

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.

Education/Experience:

• Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. CPA certification is preferred but not required.

• Experience: 7 years of relevant accounting and/or financial experience is required (Nonprofit industry and back-office accounting experience is highly preferred). Public accounting experience preferred but not required.

• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is preferred.

• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).

• Travel: This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Skills/Knowledge:

• 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.

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