CAAS - Assistant Controller (Nonprofit Industry) | Milwaukee or Green Bay WI

Reposted 4 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Mid level
Fintech
The Role
The Assistant Controller manages accounting functions for clients, providing consulting and project management while preparing and analyzing financial statements.
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!

CLA is looking for an Assistant Controller with Nonprofit industry experience, to join our CAAS (Client Accounting & Advisory Services) practice based out of either our Milwaukee or Green Bay, WI office location. As a member of CLA’s CAAS practice, you will be an integral part of the CLA client service team and will work directly 1:1 with our clients to provide customized accounting services to support them as they manage and grow their business or organization.
In this role, you will work independently at client locations and report directly to the Principal in charge of the client relationship. You will be responsible for supervising the accounting team on each engagement which may include a combination of CLA staff and client staff. You are responsible for delivering timely and accurate financial statements and statistical information to the client’s leadership team as well as implementing financial and operational best practices related to the client’s specific industry.

As an Assistant Controller, you will:

  • Perform Assistant Controller functions as part of the client’s accounting services team and manage these functions for your clients.

  • Act as a consultant and advisor to your clients on best practices for accounting and finance-related engagements.

  • Provide project management expertise by managing multiple clients, work, and deadlines.

  • Prepare and analyze client financial statements and make recommendations.

  • Foster and build opportunities for our clients, communities, and people.

  • Become an industry professional and attend industry-leading events and trainings.

  • Maintain knowledge of the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.

What you will need:

  • Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

  • Experience: 4 years of relevant accounting and/or financial experience is required.

  • Public accounting experience preferred.

  • Relevant work experience with Nonprofit is highly preferred.

  • 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 working primarily in-office with 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.

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/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.

Skills Required

  • Bachelor's degree
  • 4 years of relevant accounting and/or financial experience
  • Public accounting experience
  • Relevant work experience with Nonprofit
  • Experience with QuickBooks
  • Proficiency with Microsoft Excel, Word, Outlook

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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