The Role
The Forecasting Assistant Controller supervises forecasting projects, develops models, analyzes bond transactions, ensures compliance, and manages client expectations while meeting deadlines.
Summary Generated by Built In
At CLA we create inspired careers.We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. We promise to know you and help you.CLA is looking to hire a Forecasting Assistant Controller for our growing CAAS team in Denver, CO.Forecasting Controller Responsibilities:
- Supervise and coordinate projects with forecast team members
- Develop and maintain the integrity of forecasting models
- Proactively analyze increasingly complicated bond transactions and assist staff with same
- Flexibility to work through ever-evolving bond structures based on market demand
- Document review and due diligence work
- Research and summarize authoritative accounting and other professional literature
- Prepare technically correct forecast and projection models
- Develop complex Excel spreadsheets
- Work collaboratively and proactively with external clients, finance professionals, and legal counsels
- Timely responsiveness to requests for information from both internal team members and external colleagues
- Ensure compliance with legal documents
- Research client information using internal and public resources
- Track and meet scheduled deadlines without supervision, and hold staff accountable with the same
- Balance competing schedules, often with multiple conflicts and overlapping deadlines
- Provide recommendations for alternative courses of action
- Process information quickly and accurately
- Anticipate and meet or exceed client expectations
- Perform other special projects, as assigned
- Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
- 4 years of relevant accounting and/or financial experience is required.
- CPA preferred
- Solid analytical and math aptitude
- Advanced Excel and strong Word skills
- Ability to learn new technology and programs
- Ability to effectively research and summarize accounting and other professional literature
- Highly self-motivated with a strong work ethic, the ability to work independently and exceptional project management skills targeted at meeting changing client deadlines
- Flexibility regarding changing schedules and project priorities
- Excellent interpersonal, communication, and project management skills
- Ability to work in a fast-paced environment
- Well-organized and attentive to detail
- Timely responsiveness to requests
- One or more of the following a plus: knowledge of Colorado and Utah property taxation; familiarity with municipal bond transactions; knowledge of Colorado Special Districts and Utah Public Infrastructure Districts; previous experience in public finance
- 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
#LI-PG1
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
Click here to learn about your hiring rights.
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.
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.
