CAAS - Controller (Professional Services Organizations) | Milwaukee, WI

Role Responsibilities

• Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Captures and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepares financial information, including financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
• Evaluates needs for procurement of funds and investment of surpluses and makes appropriate recommendations.
• Maintains and monitors ratio and key performance indicators (KPI).

Leadership

• Maintains 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 regularly with boards, bankers, investors, constituents, etc., including preparing for and hosting board presentations.

Education/Experience

• 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.
• 6 years of relevant accounting and/or financial experience is required (pro services organization experience is highly preferred).
• Public accounting experience highly preferred.
• Aptitude for developing and maintaining a thorough working knowledge of accounting software and systems. QuickBooks experience is highly preferred.
• Proficiency with applicable software (Microsoft Excel, Word, Outlook, etc.).

Travel

This position requires working primarily in-office, including local travel to/from client sites (depending on location), as well as 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.

Benefits

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.