CAAS - Controller (PSO/Family Office Industry) | Indianapolis, IN

We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you!

If you answer YES to these questions, then our CAAS (Client Accounting & Advisory Services) practice could be a great fit for you!

• Do you have an accounting background but are bored of doing the same tasks each month for just one company?

• Do you crave variety in the type of work you do and the clients you serve?

• Do you like to travel to clients and thrive during face-to-face interactions?

• Do you want the stability and backing of a top 10 national firm?

CLA is looking to hire a Controller with Professional Services/Family Office industry experiencefor our growing CAAS group in Indianapolis, IN

As a Chief Financial Officer, you will:

• 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.

   

Think you’re a fit?  This is what successful candidates for this role have:

• Experience: 7 years of relevant accounting and/or financial experience is required. Professional industry experience is highly preferred!

• Prior project management and client management experience preferred but not required.

• Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.

• CPA certification preferred but not required.

• Knowledge of QuickBooks (Online version) highly preferred.

• Comfortable in fast paced environment and skilled in multitasking.

• Travel: This position reflects our commitment for both flexibility and collaboration. This role offers a hybrid and flexible working environment, which means you may be required to work at client locations or in the office depending on project needs. Additionally, you'll have the opportunity to work closely with other CLA family members, encouraging a collaborative and supportive workplace culture.

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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.