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

Controller

CLA is looking for a Controller with Professional Service Organization experience, to join our CAAS (Client Accounting & Advisory Services) practice.

Role Responsibilities:

• Financials:
  Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Coordinates and directs 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).
• Leadership:
  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.

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 (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. Quick Books 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.