CAAS Assistant Controller - Forecasting

Reposted 20 Days Ago
Be an Early Applicant
2 Locations
In-Office
86K-142K Annually
Mid level
Fintech
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
Forecasting Controller Qualifications:
  • 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
Compensation strategy statementOur approach to compensation emphasizes collaboration and career growth.  We pay competitive wages and view compensation as an investment in our people.  Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.  These same factors may cause starting pay to be below or above the posted range. For Colorado, the range for this position is $86,000 to $142,000.Our Perks:
  • 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

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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.

Skills Required

  • Bachelor's degree is required
  • 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
  • Excellent interpersonal, communication, and project management skills

CLA (CliftonLarsonAllen) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).

  • Parental & Family Support Paid parental leave, adoption assistance, and family-building programs are emphasized alongside resources for caregivers and nursing parents. These offerings indicate meaningful support for major life events and family needs.
  • Leave & Time Off Breadth Flexible PTO for eligible roles, paid holidays, and volunteer time off point to a broad time-off portfolio. These options expand scheduling flexibility beyond standard vacation.
  • Wellbeing & Lifestyle Benefits Wellness and mental-health programs include virtual care, counseling, CBT tools, condition-management, and a wellness stipend. Added lifestyle supports such as Hinge Health and Omada broaden wellbeing resources.

CLA (CliftonLarsonAllen) Insights

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The Company
Century City, California
6,732 Employees
Year Founded: 2012

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.

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