CAAS - Assistant Controller (Nonprofit Industry) - Madison or Milwaukee WI

Posted 2 Days Ago
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Milwaukee, WI
Mid level
Fintech
The Role
The Assistant Controller will oversee accounting services for nonprofit clients, manage staff accountants, perform month-end close duties, prepare financial statements, and analyze financial information. This role involves direct interaction with clients to provide customized financial services and support business growth.
Summary Generated by Built In

We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you!
If you answer YES to these questions, then our CAAS (Client Accounting & Advisory Services) practice could be a great fit for you!

  • Do you have an accounting background but are bored of doing the same tasks each month for just one company?
  • Do you crave variety in the type of work you do and the clients you serve?
  • Do you like to travel to clients and thrive during face-to-face interactions?
  • Do you want the stability and backing of a top 10 national firm?

Our CAAS practice is looking for an Assistant Controller to join our growing Nonprofit Industry team based out of either our Madison, WI or Milwaukee, WI office location.

As a member of CLA’s CAAS practice, you will provide accounting services to CLA's nonprofit clients in the local city area and will be a key part of our client service teams. You will work directly with clients to provide customized accounting and finance services to support them as they grow their business.

This position provides an outstanding opportunity to grow your career as you contribute to the success of clients’ businesses or organizations. This is a full-time, long-term career opportunity serving multiple CLA clients on a permanent, part-time basis; it is not an outsourced temporary position.

What you'll be doing as an Assistant Controller:

  • Oversee staff accountant work and perform month-end close duties including complex account reconciliations and financial statement preparation
  • Analyze and interpret financial information that client leaders need to make sound business decisions.
  • Prepare financial reports for creditors, regulatory agencies, and tax authorities, and others.
  • Schedule expenditures, analyze variances, and identify corrective actions when necessary.
  • Independently prepare financial statements.
  • Maintain knowledge of client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Required Education/Experience:

  • 4 years of experience as a senior accountant, assistant controller, Senior Auditor or equivalent
  • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
  • Heavy user of accounting software (e.g., Microsoft Excel, QuickBooks, Intacct, Bill.com, Expensify, Fathom, etc.)
  • Ability to travel to local client sites as needed.
  • CPA preferred, but not required

What you'll bring to the table as an Assistant Controller:

  • Proven success in managing work and key client relationships to exceed client expectations.
  • Experience working in the nonprofit industry.
  • 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.

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

#LI-TT1

Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
 
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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.

Top Skills

Excel
The Company
Century City, California
6,732 Employees
On-site Workplace
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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