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CliftonLarsonAllen

CAAS - Controller (Retail Industry) | Green Bay, WI

Career Insights for Financial Planner / Investment Consultant

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What they do

A Financial Planner or Investment Consultant advises clients on financial plans and investment strategies. Discusses the client's financial objectives, focusing on investment options and products. May be licensed to buy and sell financial products such as stocks and bonds.

$103,903 / year median in Wisconsin

+1% projected growth

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Job Description

CAAS - Controller (Retail Industry) | Green Bay, WI CliftonLarsonAllen 401(k) United States, Wisconsin, Appleton 200 East Washington Street (Show on map) Jul 29, 2026 At CLA, our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.
About the role:
CLA is looking to hire a Controller with Retail industry experience, to join our Client Accounting and Advisory Services (CAAS) practice in Green Bay, WI. Our CAAS team helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. As a Controller, you will: Act as the Controller for the designated clients you service Take on the role of consultant and advisor to your clients on best practices for accounting and finance-related engagements Mentor the staff and seniors within your team and assist in designing customized back-office solutions for clients Prepare and analyze client financial statements and make recommendations Prepare management reporting packages to assist management teams and Boards with understanding their financial results Become an industry professional and attend industry-leading events and trainings Maintain knowledge of the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards
Requirements:
Experience:
7 years of relevant accounting and/orfinancialexperience isrequired. Relevant experience in retail, is highly preferred.
Education:
Bachelor's degreerequired(preferably in Accounting, Finance, or related field). A combination of education, training and relevant experience may be accepted in lieu of degree.
Travel:
This position works primarily in-office and requires frequent local travel to/from client sites, as well as the possibility for occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. #LI-TT1 Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights. 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.