CAAS Assistant Controller - Business Management

About the role

CLA is seeking an Assistant Controller with Family Office/Business Management industry experience to join our CAAS (Client Accounting & Advisory Services) practice based in Century City, CA. The ideal candidate will work closely with clients to provide customized accounting services and implement financial best practices.

Responsibilities

• Work independently at client locations to deliver timely and accurate financial statements and statistical information to the client’s leadership team.
• Supervise the accounting team on each engagement, which may include both CLA staff and client staff.
• 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 by attending 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.

Requirements

• Education: Bachelor's degree required. Relevant experience, education, and training may be accepted in lieu of degree.
• Experience: 4 years of relevant accounting and/or financial experience required. Public accounting experience preferred. Relevant work experience with Family Office is highly preferred.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience preferred.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).

Qualifications

• Understanding of generally accepted accounting principles (FASB/SFAS) or other comprehensive basis of accounting.
• Strong organization skills, goal orientation, and self-motivation.
• Ability to handle pressure in a positive professional manner.
• Excellent interpersonal skills.
• A willingness 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.

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.
• A willingness 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.
• Commilink system experience is preferred.
• Communication that is clear, concise, and considerate of the needs of others.

Pay

The compensation range for this position in California is: $93,000.00 – $157,000.00.

Schedule

This position requires working primarily in-office at our downtown Minneapolis office location 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.