CAAS - Controller (Technology Industry) | Wisconsin

CLA is a national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Controller with Technology Industry experience, for our Client Accounting & Advisory Services (CAAS) practice, based out of either our Madison, Milwaukee, or Racine WI office locations. As a Controller, you will help 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.

Primary Responsibilities…

• Develop full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of the technology industry.

• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.

• Coordinate and direct the financial planning, budgeting, procurements, or investment activities for all or part of an organization.

• Prepare financial information.

• Prepare, 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).

• Monitors 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.

What you will need:

• 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 relevant work experience as a Controller or equivalent is required.

• Accounting back-office experience is required.

• Relevant experience in the Technology industry 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, NetSuite, Intacct)

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

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

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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.