CAAS - Chief Financial Officer (Retail Industry) | Green Bay, WI

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 Chief Financial Officer with Retail Industry experience for our growing CAAS group in Green Bay, WI.

As a Chief Financial Officer, you will:

• Works with client to set financial policy and is an active participant in, and driver of the overall strategy.

• Leads financial administration, planning, and budgeting.

• Frequently partners with client’s leadership on operational and strategic issues as they arise, providing recommendations based on financial analysis of projections, cost identification and allocation, and revenue/expense analysis.

• Oversees longer-term budget planning and cost management.

• Monitors progress of budgets and presents operational metrics.

• Ensures financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.

• Manages cash flow and forecasting, directing financial accounting.

• Coordinates audit activities.

• Ability to effectively and efficiently manage multiple client engagements.

• Builds strong client relationships and becomes a key member of client management team.

• Ability to develop key external business network and becomes service and industry thought leader.

• Build leadership and problem identification skills.

• Learn external lender and investor communications.

• Primary focus on internal communications and activities.

• Capital planning, risk management, ratio and KPI analysis, and board of director interactions.

• Maintains knowledge of client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.

• Understanding of GAAP and industry related technical specialty.

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

• Experience: 8 years relative work experience as an Assistant Controller, Controller, or equivalent. Retail industry experience is highly preferred!

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

• Education: Bachelor's degree is required. Combination of related 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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