CAAS Controller - Business Management

We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With ~9000 employees and over 130 offices nationwide, we promise to know you and help you!

CLA is looking for a Controller with Family Office/Business Management industry experience, to join our CAAS (Client Accounting & Advisory Services) practice based out of our Century City, CA office location. As a member of CLA’s CAAS practice, you will be an integral part of the CLA client service team and will work directly 1:1 with our clients to provide customized accounting services to support them as they manage and grow their business or organization.

In this role, you will work independently at client locations and report directly to the Principal in charge of the client relationship. You will be responsible for supervising the accounting team on each engagement which may include a combination of CLA staff and client staff. You are responsible for delivering timely and accurate financial statements and statistical information to the client’s leadership team as well as implementing financial and operational best practices related to the client’s specific industry.

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 (Business Management or Family Office experience strongly 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). Experience with AgilLink highly desired.

• 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.

• AgilLink system experience is preferred.

• 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.

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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.