CLA (CliftonLarsonAllen)

Controller

• 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.

Controller – Nonprofit Industry

• Consult with clients on business processes such as succession and tax planning.
• Lead, schedule, supervise, and review tax engagements.
• Develop and train team members to help them build inspired careers.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Perform a range of tax procedures in accordance with the size and complexity of the engagement.
• Review complex individual and corporate tax returns.

Tax Manager – Director

Product Manager

• Develop Product Requirements Documents, process flows, and prototypes that define user needs, business goals, and functional/non-functional requirements for the environment.
• Translate concepts into epics, features, and user stories with clear acceptance criteria, dependencies, and compliance considerations.
• Own, prioritize, and refine the backlog to maximize productivity, coordinating with cross functional teams and subject matter experts to gather feedback on risks and dependencies.
• Lead discovery using qualitative and quantitative research to validate user problems and identify opportunities within defined scope.
• Translate discovery insights into hypotheses and actionable backlog items with confirmed feasibility and outcome alignment.
• Communicate priorities, findings, and progress clearly to facilitate solutions.
• Collaborate with engineering and architecture to ensure requirements translate to viable technical solutions aligned to platform patterns.
• Facilitate Agile ceremonies, establish delivery milestones and success criteria, monitor progress, remove impediments, and ensure delivery aligns with OKRs, quality standards, and timelines.

Senior Product Owner – CRM

CAAS Controller – Nonprofit

Accounting Manager

• Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
• Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Completes financial statements.
• Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.)
• Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.
• Completes sales tax returns, Form 1099s and other forms or items as requested by clients.

Accounting Associate – Nonprofit Industry

• Develops an understanding of each client’s business/organization operations.
• Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Completes complex account reconciliations (investments, debt, industry specific, etc.)
• Prepares, understands, and reviews financial statements (basic to complex.)
• Reviews general ledger, cashflow, allocations, etc.
• Proactively creates process and procedure documentation and builds their own backup.
• Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversees workflow and quality of work of Associates and Analysts.
• Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant – Nonprofit Industry

• Develop an understanding of each client’s business/organization operations.
• Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals).
• Complete complex account reconciliations (investments, debt, industry specific, etc.).
• Prepare, understand, and review financial statements (basic to complex.)
• Reviews general ledger, cashflow, allocations, etc.
• Proactively create process and procedure documentation and build their own backup.
• Complete sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts.
• May supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Assist with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accounting – CAAS, Nonprofit Industry

• Develop an understanding of each client’s business/organization operations.
• Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Complete complex account reconciliations (investments, debt, industry specific, etc.)
• Prepare, understand, and review financial statements (basic to complex.)
• Reviews general ledger, cashflow, allocations, etc.
• Proactively create process and procedure documentation and build their own backup.
• Complete sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts.
• May supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Assist with projects for internal audit, due diligence, system selection, and other consultative projects.

• Develop an understanding of each client’s business/organization operations.
• Competent in management of multiple clients, software, and chart of accounts.
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Complete complex account reconciliations (investments, debt, industry specific, etc.)
• Prepare, understand, and review financial statements (basic to complex.)
• Proactively create process and procedure documentation and build their own backup.
• Complete sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts.
• Assist with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant – CAAS, Nonprofit Industry

Accounting Associate, CAAS – Nonprofit Industry

• Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly
• Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll
• Completes financial statements
• Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals)
• Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO
• Completes sales tax returns, Form 1099s and other forms or items as requested by clients

Accounting Associate – CAAS, Nonprofit Industry

Senior Accounting, CAAS – Nonprofit Industry

• Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
• Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Completes financial statements.
• Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals).
• Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.
• Completes sales tax returns, Form 1099s and other forms or items as requested by clients.