CAAS Controller (Technology Industry)

Posted 18 Days Ago
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Houston, TX, USA
In-Office
Senior level
Consulting
The Role
Manage accounting and financial operations for technology-industry clients within the CAAS practice. Responsibilities include developing internal controls, preparing financial statements and forecasts, coordinating budgeting and procurement, monitoring KPIs, evaluating funding and investment needs, overseeing accounting staff, advising management, and communicating with boards, bankers, and investors. The role requires frequent local client-site travel and occasional overnight travel.
Summary Generated by Built In

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. 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.

Skills Required

  • Bachelor’s degree, or equivalent combination of related experience, education, and training
  • Seven years of relevant work experience as a Controller or equivalent
  • Accounting back-office experience
  • Technology industry experience
  • Working knowledge of accounting software and systems, including QuickBooks, NetSuite, or Intacct
  • Proficiency with Microsoft Excel, Word, Outlook, and applicable software
  • CPA certification

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).

  • Wellbeing & Lifestyle Benefits Wellness resources are positioned as a differentiator, including a recurring wellness stipend and expanded mental-health support options. Flexible work arrangements such as work-from-home and flex time are also framed as meaningful non-cash rewards.
  • Parental & Family Support Family-building support is broad, including paid parental leave, adoption assistance, and fertility benefits. Additional programs like support for nursing parents who travel further strengthen the family benefits set.
  • Retirement Support Retirement benefits include a 401(k) match and profit sharing, with vesting time reportedly reduced in recent updates. This provides a clearer long-term value component beyond base pay.

CLA (CliftonLarsonAllen) Insights

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The Company
HQ: Minneapolis, MN
6,600 Employees
Year Founded: 2012

What We Do

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services. Learn more about CLA.

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