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Controller - CAAS - Nonprofit

CliftonLarsonAllen Wealth Advisors, LLC

  • # Controller - CAAS - NonprofitApplylocations: Dallas, TXtime type: Full timeposted on: Posted Yesterdayjob requisition id: R17488We 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!At CLA, Nonprofits are a priority. As the largest industry group in the firm, we have over 850 professionals dedicated to serving our 11,000+ nonprofit clients. We are looking to hire a Nonprofit Controller for our Client Accounting and Advisory Service (CAAS) who can work in our Dallas/Ft. Worth office. CAAS helps 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.**Job Description:*** Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.* Coordinate and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Prepare financial information.* Prepare and/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).* Monitor 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.**Education/Experience:*** ***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***: 6 years of relevant accounting and/or financial experience is required (Nonprofit industry and back-office accounting experience 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 experience is preferred.* Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc).* ***Travel***: This position requires 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*
  • J-18808-Ljbffr CliftonLarsonAllen Wealth Advisors, LLC

Vacancy posted 10 hours ago
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