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CliftonLarsonAllen jobs in Minneapolis, MN - 43 jobs

  • CAAS - Chief Financial Officer (Nonprofit Industry) | Minneapolis, MN

    Cliftonlarsonallen LLP 4.4company rating

    Cliftonlarsonallen LLP job in Minneapolis, MN

    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!#LI-TT1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click 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 .**As a Chief Financial Officer, you will:****This is what successful candidates for this role have**:* ***Experience***: 8 years relative work experience as an Assistant Controller, Controller, or equivalent. Nonprofit 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 works primarily out of our downtown Minneapolis, MN office location. Must have ability to do 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.**Our Perks...*** Flexible PTO (designed to offer flexible time away for you!)* Up to 12 weeks paid parental leave.* Paid Volunteer Time Off* Mental health coverage* Quarterly Wellness stipend* Fertility benefits* Complete list of benefits Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.The compensation range for this position in **Minnesota**: $117,000.00 - $219,000.00 (annual) CLA is looking to hire a **Chief Financial Officer** with **Nonprofit** industry experiencefor our growing **CAAS** group in **Minneapolis, MN**.* Perform CFO functions as part of the client's accounting services team.* Be accountable for identifying and implementing best practices related to the services provided to add value to the client.* Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.* Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.* Lead financial administration, planning, and budgeting.* Oversee longer-term budget planning and cost management.* Monitor progress of budgets and presents operational metrics.* Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.* Manage cash flow and forecasting, directing financial accounting.* Coordinate audit activities.* Ability to effectively and efficiently manage multiple client engagements.* Build 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.**Start your inspired career** When you join CLA, you'll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. #J-18808-Ljbffr
    $117k-219k yearly 3d ago
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  • Signing Director - Owner Tax Team (HNW, Trusts, Partnerships)

    Cliftonlarsonallen LLP 4.4company rating

    Cliftonlarsonallen LLP job in Minneapolis, MN

    **How you'll** *create opportunities** Assume full responsibility for tax and Private Client Services (PCS) needs of Owners.* Review and sign individual and trust tax returns.* Keep current on federal and state tax law changes, identifying opportunities and risk areas.* Actively participate in PCS meetings, providing tax insights and collaborating with Wealth.**What you will need:**Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click 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 .CLA is currently seeking a **Signing Director** to join the **CLA Owner Tax Team**. The CLA Owner Tax Team provides tax, Private Client Services (PCS) and consulting services to active and retired CLA Owners. The Owner Program has grown significantly allowing us to expand the number of dedicated Signers to serve our Owners. The Signers contribute at the highest level, delivering impeccable client service, in a timely and proactive manner. **in this Tax Signer role:****What makes this role unique:** * Manage a smaller number of client relationships, allowing for deep connections.* Opportunity to expand client service by assisting with non-Owner PCS review and consulting.* Engage in development of group learning for Owners, including Think Tank creative ideas.* This role will be in office to engage with the team* Bachelor's or Master's in Accounting, Taxation or related field* Current CPA licensure required (JD or EA may be accepted in lieu of CPA) Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range.**The range for MPLS is:** $160,000 - $220,000#LI-CD18+ years of accounting experience in a tax role with a public accounting and/or professional services firm**Start your inspired career** When you join CLA, you'll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. #J-18808-Ljbffr
    $160k-220k yearly 5d ago
  • NetSuite FinEx Lead Consultant

    Eide Bailly 4.4company rating

    Minneapolis, MN job

    Location: Anywhere in the United States. Preference in/around Fargo, ND; Minneapolis, MN; Denver, CO; Phoenix, AZ; Salt Lake City, UT; San Ramon, CA; Menlo Park, CA; Pasadena, CA; Fresno, CA; Rancho Cucamonga, CA; Laguna Hills, CA; Irvine, CA. Work Arrangement: Remote (with some travel expectations to client sites) Typical Day in the Life As a NetSuite Lead Consultant, you will serve as the primary advisor and project lead for a variety of NetSuite implementations across a range of industries. You will work directly with clients to understand their business processes, design tailored solutions, and oversee successful delivery of ERP projects. This role requires expertise in accounting and systems processes, such as revenue recognition, internal control systems, and business process design & analysis while ensuring best practices and client satisfaction. Acting as the face of the engagement, you will guide clients through every stage of the implementation, coordinate with internal teams, and provide strategic recommendations that drive measurable business outcomes. Own and manage a portfolio of projects in the Financial Excellence Vertical Participate in resource assignments and allocation planning Develop and maintain positive relationships with client stakeholders to ensure client satisfaction during the life of the project Ensure that projects run in accordance with Eide Bailly's Implementation Methodology Manage daily activities, issue resolution and communication across project execution teams to ensure design, task completion, timeline and budget are met appropriately Ensure quality standards for delivery are exceeded, perform 360 reviews throughout the course of the project Manage client satisfaction KPIs throughout all phases of the project through various forms of communication, including check-ins, status calls, emails, etc. Perform or advise on project-related work as needed to support your team and project portfolio Empowering team members to make sound and thoughtful decisions when performing their work Maintain clear lines of communication with the Eide Bailly ERP practice leaders; communicate escalations as needed, process improvements, team results, etc. Develop and maintain training plans for the team to grow skillsets and ensure we maintain skillsets across the team Developing & maintaining documentation for leading best practices in the vertical Participate in hiring and identify when new hires are needed to support projects Ensure proper assignment of work to team members, maintain oversight of productivity and review time Work effectively with team members in multiple time zones, across multiple departments, and in multiple countries Preferred Skills You have 3-5 years of NetSuite ERP experience, including end-to-end implementations. You maintain a current and active CPA license. Proven ability to lead client-facing engagements. You're able to act as a lead and subject matter expert either through vertical expertise or deep product knowledge in NetSuite for accounting and process consulting. You have a track record of excellent client satisfaction, both internally and externally Outstanding communication skills; presentation, written, verbal, listening, and influencing Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary Range: $110,000 - $140,000 Beyond base salary, Eide Bailly provides benefits such as: generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. #LI-BC1#LI-Remote
    $110k-140k yearly 4d ago
  • Corporate Associate

    Dorsey & Whitney LLP 4.9company rating

    Minneapolis, MN job

    Job Description An international law firm is seeking an experienced Corporate Attorney for their Northern California Emerging Companies Practice. Qualified candidates will have 2-8 years of experience with venture capital financing transactions. Candidates will have strong quantitative and communication skills and top academic credentials. Additional experience in any of the following areas: Mergers and Acquisitions Corporate Governance Partnerships/LLCs Commercial transactions
    $131k-191k yearly est. 21d ago
  • Summer Leadership Program (Minneapolis - May 2026)

    Eide Bailly 4.4company rating

    Minneapolis, MN job

    Join us in May for Summer Leadership Program in Minneapolis, MN! Applications review will begin in February 2026 with interviews taking place throughout February and early March. About Summer Leadership Program The Summer Leadership Program is an exciting one day experience that gives high achieving students like you an inside look at public accounting and the Eide Bailly experience; what it's like to work here, the services we offer, the industries we serve and more! You'll also participate in various activities that will build on your current professional skillset, giving you the competitive edge to jump-start your career in public accounting. Activities include: * Networking with Eide Bailly professionals and other students * Deep dives into Assurance, Tax, & Client Accountingn Services (CAS). * Fun, interactive team building events with Eide Bailly Staff and Partners * Community service activity * An inside look at upcoming internship opportunities with Eide Bailly Selection Criteria * Actively pursuing a degree in Accounting and have a strong interest in a career in public accounting * Graduating May 2026 - May 2030 * Academic performance * Interpersonal skills * Extracurricular activities, work experience, or other involvement * Interest in Eide Bailly's culture Must be authorized to work in the United States now or in the future without visa sponsorship. Who We Are Eide Bailly is a Top 25 CPA and business advisory firm with over 50 offices in the U.S. and India. Since 1917, we've built our firm around one thing: people. We believe meaningful work starts with meaningful relationships - with our clients, our communities, and each other. That's why we focus on creating an environment where you feel supported, connected, and empowered to grow. You'll be part of a team that values authenticity, fosters trust, and provides you with the tools to thrive. Why You'll Love Eide Bailly * You'll belong. We foster an inclusive, supportive environment where people look out for each other. You're a valued part of the team from day one. * You'll grow. You'll get hands-on experience with a variety of clients and industries or projects, all while working directly with experienced professionals who want you to succeed. * You'll be supported. Whether it's your Eide Guide, Career Advisor, or a co-worker you meet at lunch, you'll always have someone available to answer questions and help you navigate your career. * You'll have balance. Meaningful work is only one part of a meaningful life. We offer flexibility and benefits designed to support your well-being - inside and outside of work. Please note this is not an application for employment with Eide Bailly. This application is to participate in a two-day voluntary leadership program. #LI-CD1
    $65k-84k yearly est. Auto-Apply 60d+ ago
  • Wellbeing Coordinator (Part-Time)

    CBIZ 4.6company rating

    Minneapolis, MN job

    #LI-CM #LI-Onsite Responsibilities PART-TIME Position 20 hours per week Primary office location: Fond du Lac Reservation, 1720 Big Lake Rd, Cloquet, MN 55720 Local Travel to other Facilities is required: Black Bear Casino Resort 1785 Highway 210 Carlton, MN 55718 Fond du Luth Casino 129 E Superior St. Duluth, MN 55802 Fond du Lac Head Start 33 University Ave. Cloquet, MN 55720 Fond du Lac Ojibwe School 49 University Rd. Cloquet, MN 55720 Fond du Lac Resource Management 28 University Road Cloquet, MN 55720 Human Services - This would be both Clinic locations 927 Trettel Lane Cloquet, MN 55720 Job Purpose/Objective Serves as the primary representative at an organization assisting the organization's movement to achieve a “culture of wellbeing” among employees by executing and implementing wellbeing activities in alignment with the goals and objectives of the organization and/or Wellbeing Committee Under general direction, collaborates with the client to establish a culture of wellbeing and administers the employee wellbeing program for the client. Essential Functions and Primary Duties Responsible for the planning, design, implementation, delivery, and evaluation of comprehensive corporate health promotion programs Participates in initializing the key elements of a successful wellbeing initiative, including the components of an effective and measurable wellbeing and risk management system. Develops and promotes activities and challenges emphasizing wellbeing and prevention, and that emphasize the importance of healthy lifestyles. Some of these activity topics will include weight management, physical activity, nutrition, hydration, and stress. The programs should include step-by-step implementation plans, program details, resources needed, goals for success, and all tools needed to successfully complete the program. Develops the annual tactical calendar/programming plan that is aligned with the objectives of the wellbeing program and is responsible for executing the same. Tactics include: Plan, implement, and manage appropriate interventions, programming, campaigns, competitions, and challenges that educate and engage the organization's employees in healthy behaviors and measurable change in outcomes. Direct and manage all activity associated with organization-wide sponsored programs, but also work as requested with field contacts to design and execute wellbeing events locally/regionally. Direct and manage all activity associated with annual on-site screenings (to include planning, budgeting, promotion, communication, execution of individual screening events either individually or with designees) and work to improve employee participation and engagement year over year. Leverage all available tools and resources from the organization's carriers, third-party administrators, and other providers and sources, research or otherwise supply the health and well-being-focused information required to educate the employee population on wellbeing and ensure an integrated program delivery and management. Facilitates Wellbeing Committee meetings in the organization and assists/coordinates the responsibilities of the Committee. Demonstrates a communication style that seeks and incorporates input from others and reflects consensus-building influence, leadership, and initiative. Tracks, measures, and reports results of interventions, and challenges. Measures participation, knowledge, and satisfaction and facilitates changes and/or additions that reflect the changing needs of employees. May plan wellbeing fairs including speakers, health-related demonstrations, displays, and video materials provided by local agencies, insurance carriers, local/regional agencies, hospitals, and other resources. Engages with employees on a daily basis to promote, encourage, and support healthy lifestyle behaviors. Visible and available representative of the organization to its staff (examples include attending screening events, presenting lunch and learns, classes and wellbeing events, booths at company-sponsored events, etc.) Triages individuals to appropriate care based on their health risks, interests, and information that is relevant to their condition and health status (health coaching, EAP, medical plan, disease management, maternity programs, prescription carrier, etc.). Preferred Qualifications Bachelor's degree strongly preferred in a health-related area such as health education, medical, wellness, or fitness. 3 to 5 years of work experience with health promotions and wellness programs. Demonstrated experience in creating and implementing programs that match employee needs, lifestyles, and interests. Experience working in a team environment as a team leader/facilitator/influencer Ability to be a role model/mentor/health coach for health and wellness to others Required competencies include: project management, organization skills, analytic capabilities, excellent verbal and written communication skills, articulate presentation skills, and self-motivation, Must maintain current required licenses and certifications relevant to the field of expertise Service Delivery Tailors service based on developing a full understanding of the customer's needs. Reporting Relationships Minimal requirement to guide or advise others. May need to explain procedures to newer staff. Discretion and Independent Judgment Works under general direction (i.e., goals, priorities, and deadlines) and modifies or extends written guidelines that do not cover all situations and problems. Modifies methods to resolve unforeseen situations or problems. Serves as a resource to others in the resolution of moderately complex problems and issues. Decision-Making and Consequences of Error Decisions require a moderate level of judgment and analysis of the appropriate course of action Actions could result in serious loss of time or resources, or cause significant embarrassment within the organization served, and have a limited impact on its public image. Nature and Purpose of Contacts Communication involves providing and receiving moderately complex or sensitive information, which requires persuasion, motivation, or reassurance skills. Agreement or cooperation is required because there are barriers to understanding. Qualifications Minimum Qualifications High School Diploma or GED Less than 3 years of work experience with health promotions and wellness programs Demonstrated experience in creating and implementing programs that match employee needs, lifestyles, and interests Experience working in a team environment as a team leader/facilitator/influencer Ability to be a role model/mentor/health coach for health and wellness to others Required competencies include: project management, organization skills, analytic capabilities, excellent verbal and written communication skills, articulate presentation skills, and self-motivation
    $49k-66k yearly est. Auto-Apply 60d+ ago
  • Tax Senior Manager: Flexible Leadership & Growth

    Baker Tilly International 4.6company rating

    Minneapolis, MN job

    A leading advisory firm is seeking a Tax Senior Manager in Minneapolis. In this role, you will provide tax compliance and consulting services, manage client relationships, and mentor junior staff. Ideal candidates should have over 8 years of tax experience, a CPA or JD, and strong leadership skills. The position offers flexibility, opportunities for career growth, and a competitive salary range of $122,300 to $231,870 based on experience. #J-18808-Ljbffr
    $71k-95k yearly est. 5d ago
  • Accounting Senior (CAAS - Nonprofit Industry)

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Minneapolis, MN

    CLA is a top 10 national professional services firm where 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. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here CLA is currently seeking an Accounting Senior with experience, to join our CAAS (Nonprofit Industry) group in our Minneapolis, MN office. Job Responsibilities: • Client Service: 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. • Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions. • Month End Processing: 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. • Other Quarterly/Annual Processing: Completes 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. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts. • Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects. Job Requirements: • 2 years of relevant accounting and/or financial experience is required. • Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The wage range for this position in Minnesota is: $65,000 - 113,000 #LI-NM1 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.
    $65k-113k yearly Auto-Apply 41d ago
  • Tax Principal - Banking and Specialty Finance

    Cliftonlarsonallen LLP 4.4company rating

    Cliftonlarsonallen LLP job in Minneapolis, MN

    **How you'll *create opportunities* in this role:*** Become part of the leadership of a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm's services to fully meet client's needs.* Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities.* Assume full responsibility for all services for clients in a book of business.* Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.* Review and approve work papers and tax returns prepared by staff.* Review and sign client deliverables.* Keep current on tax law changes.* Actively develop new business and expand services to existing clients.* Demonstrate commitment to the firm through a willingness to devote time to the practice.**What you will need:*** Bachelor's or master's in accounting, Taxation or related field* Current CPA licensure required. (JD or EA may be accepted in lieu of CPA).* 10+ years of public accounting experience in a tax role with a public accounting and/or professional services firm* Deep understanding of tax issues affecting banks, insurance companies, investment funds, and specialty finance entities.* Strong technical knowledge of ASC 740, partnership taxation, REITs, and financial instruments.Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is**:** $145,000 - $350,00The compensation range for this position in Illinois is: $145,000 - $300,000#LI-CD1Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click 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 .CLA is currently seeking a **Financial Services** **Tax Principal or Signing Director** to join our **Minneapolis** or on of our other **Midwest** offices. The Principal/Signing Director contributes at the highest level in their industry and excels at client advisory, service advocacy, relationship development, and leadership.**Start your inspired career** When you join CLA, you'll have the opportunity to design your own . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. #J-18808-Ljbffr
    $70k-83k yearly est. 4d ago
  • Manager, Private Equity Fund Services- System Administrator and Onboarding Lead

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Minneapolis, MN job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: Private Equity Fund Services (PEFS) - System Administrator and Onboarding Lead Description The PEFS System Administrator and Onboarding Lead is responsible for overseeing, administering, and optimizing the platforms general ledger software, Private Capital Suite (fka "Investran"), and the corresponding investor portal, Digital Data Exchange ("DX"). As the system administrator, this individual will ensure certain system automations are set-up correctly, security protocols are being followed in maintaining and storing client data, user access is appropriately managed and will support tailored reporting needs across the fund administration practice. Additionally, this role will lead the "transitions" team, ensuring seamless client onboarding and the delivery of customized reporting solutions through the Investran and DX platforms. This position will require regular interaction with clients, internal team members, vendors, and firm leadership. It also demands a strong understanding of Investran, private equity fund structures, project management skills, and the ability to translate client-specific reporting requirements into scalable solutions. This role could include direct oversight of transition team members, while serving as a resource for technical system support and onboarding strategy. Strong soft skills are essential, as the role involves frequent pivoting between system troubleshooting, client-facing responsibilities, internal team leadership, and, potentially, managing junior team members. Additionally, this role will support business development efforts by contributing to prospect onboarding strategies and enhancing client satisfaction through customized reporting and efficient system implementation. Key Responsibilities Platform Administration & Optimization * Manage system access, controls, data integrity, and reporting within Investran and DX * Enforce security and SOC 1 compliance protocols * Build custom reporting + support workflow automation and scalability improvements * Act as SME and escalation point on platform functionality and technical issues Client Onboarding & Transition Leadership * Lead end-to-end onboarding and historical data migration * Translate operating agreement terms into accurate set-ups (fees, waterfalls, etc.) * Coordinate with internal teams to ensure accurate, efficient implementation Stakeholder & Team Enablement * Provide training, support, and guidance to team members * Partner with leadership on system strategy and enhancements * Maintain strong, responsive communication with clients and internal stakeholders Risk, Controls & Innovation * Maintain system SOC 1 control compliance * Stay current on PE technology and emerging tech (APIs, AI enablement) * Support business development and prospect onboarding strategy Qualifications * 7+ years' (relevant) experience in fund administration, accounting, or related field. * 3+ years' (relevant) experience in using Investran and DX - includes preferred experience with SSRS reports and excel macros. * Minimum of a bachelor's degree in accounting or related field. * Advanced degree (MBA or MSA) in accounting or related field is strongly preferred. * Certified Public Accountant (CPA) license is preferred. * Proficient in Microsoft Office Suite. * Project management experience and has track record of meeting deadlines. * Preferred experience with Investran Live and implementing two-way API integrations. * Preferred experience with Tableau reporting dashboards. * Experience with building AI agents is a bonus but is not required. * Experience with operating in a SOC 1 control environment. * Required skills include ability to multitask, time management, attention to detail, planning and problem solving. * Ability to communicate and interact professionally and effectively through written and oral communication with internal and external stakeholders. * Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines. The compensation range for this role is $124,910 to $236,800. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-AB1 #LI-Hybrid
    $81k-98k yearly est. Auto-Apply 60d+ ago
  • Wealth Advisor - Wealth Advisory - Serving Existing CLA Clients

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Minneapolis, MN

    CLA is a top 10 national professional services firm where 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 four wealth advisors to work with our existing clients. This job can be done in one of the following CLA offices: Minneapolis, MN, Orlando, FL, or Milwaukee, WI. This job is working in our CLA office. Wealth advisors will be responsible for delivering comprehensive, holistic, financial services. They have strong knowledge in financial planning and investments, with general insight to tax, insurance, and estate planning. They work collaboratively as part of a team, to help manage client relationships through standard operating procedures. Essential Job Functions: Client Service: Prepare and present to clients portfolio reviews, economic outlooks, and financial plans. Advise clients regarding the advantages and disadvantages of different investment strategies. Create, implement, and continually review, a plan that includes strategies designed to help clients act as the steward of the client assets and achieve client satisfaction and loyalty through excellent service. Practice Management: Interact with partner areas to help determine servicing requirements, problem solving strategies, and oversee daily, weekly, and monthly client activity; oversee transaction processing, and handle inquiry resolution. Supply clients with information related to day-to-day transactions, status of implementation plans, and interim information between meetings. Requirements: Experience: Three years of experience as a financial advisor serving individual clients. Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Bachelor's degree in accounting, finance, or a related field preferred. Certifications / Licenses: Active series 65 or 66 securities license Required. Please do not apply if you do not have a securities license. This job is working in our CLA office. Our Perks: · Flexible PTO (designed to offer flexible time away for you!) · Up to 12 weeks paid parental leave · Paid Volunteer Time Off · Mental health coverage · Quarterly Wellness stipend · Fertility benefits · Complete list of benefits here Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. These same factors may cause starting pay to be below or above the posted range. The compensation range for this position in Minnesota is: $72,000 - $145,000. The compensation range for this position in New Jersey is: $91,000 - $162,000. The compensation range for this position in Illinoi is: $72,000 - $151,000. #LI-MU1 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.
    $91k-162k yearly Auto-Apply 36d ago
  • Client Service Coordinator - Retirement Plan Services - Minneapolis, Chicago, or Milwaukee

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Minneapolis, MN

    CLA is a top 10 national professional services firm where 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 Client Service Coordinator for our Retirement Plan Services (RPS) team. This job will be performed in office. Summary This role supports the Wealth Advisory -Retirement Plan Service team on a national level. They handle client service matters through timely and efficient communication, processing of client paperwork and client requests while following best practices as outlined by Wealth Advisory leadership. They are open to feedback and learning opportunities and have an overall understanding of and compliance with Wealth Advisory operations, policies and procedures. This role is primarily an internal facing position - however, there will be instances where communication with clients and fund administrators will be needed. External Client Service: Prepare & process new account paperwork for retirement plan clients (qualified retirement plans, SEP-IRA's, SIMPLE-IRA's, and solo 401(k) plans using various record keepers and custodians. Manage and resolve routine client questions and service requests. Assist with fund change processes. Demonstrate proactive ownership of other client service tasks. Internal Client Service: Ensure client paperwork is in good order and work with operations to timely correct any paperwork not in good order Work with the RPS Wealth Advisors to support the internal operational needs of advisory services Track retirement plan establishment and appropriate documents and save to files and firm's platforms Use Tamarac CRM and record keeper websites to enter and retrieve tasks Keep accurate and up to date notes on active tasks. Respond to general inquiries concerning departmental activities and operations by relating or referring to established policies and procedures. Complete Laserfiche filing of client service documents as required. Act as Peer Advisors for new CSC team members. Experience 2 years of experience required, preferably in the financial investment industry. Education High school degree or equivalent required Certifications / Licenses None required Technical Competencies Strong computer and word processing skills including proficiency with Tamarac CRM, Laserfiche, MS Office products, including Word, Excel, PowerPoint, Outlook, Adobe, DocuSign, MoneyLink and Schwab platforms. Organizational Interfaces This role reports to Client Services Director and interacts regularly with multiple Wealth Advisors and Senior Client Services Coordinators. Travel Requirements This position requires Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is: $24.50 - $35.90 per hour. The compensation range for this position in Illinois is: $24.50 - $35.90 per hour. This job is working in our CLA office. Our Perks: · Flexible PTO (designed to offer flexible time away for you!) · Up to 12 weeks paid parental leave · Paid Volunteer Time Off · Mental health coverage · Quarterly Wellness stipend · Fertility benefits · Complete list of benefits here #LI-MU1 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.
    $24.5-35.9 hourly Auto-Apply 16d ago
  • CAAS - Controller/Yardi Systems Specialist (Real Estate Industry)

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Minneapolis, MN

    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! CLA is looking for a Controller with Real Estate industry experience, to join our CAAS ( Client Accounting & Advisory Services ) practice based out of our Minneapolis, MN 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: Lead and/or support clients with Yardi system implementations. 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 (relevant Real Estate industry experience is highly 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.). Travel : This position requires working primarily in-office @ our downtown Minneapolis office location with 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. 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. Our Perks... Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave. Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is: $93,000.00 - $165,000.00 #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.
    $57k-71k yearly est. Auto-Apply 58d ago
  • CAAS - Senior Accountant (State & Local Government) | Minneapolis, MN

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Minneapolis, MN

    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? Our CAAS practice is looking for a Senior Accountant to join our growing State & Local Government team in Minneapolis, MN. As a member of CLA's CAAS practice, you will provide accounting services to CLA's construction industry clients in the local city area and will be a key part of our client service teams. You will work directly with clients to provide customized accounting and finance services to support them as they grow their business. This position provides an outstanding opportunity to grow your career as you contribute to the success of clients' businesses or organizations. This is a full-time, long-term career opportunity serving multiple CLA clients on a permanent, part-time basis. Job Responsibilities: Support multiple clients, software, and chart of accounts on a daily, weekly and monthly basis. Oversee Staff and manage the accounting function for smaller clients. Complete account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals). Complete complex account reconciliations (investments, debt, industry specific, etc.). Prepare, understand and review financial statements (basic to complex). Perform the review of clients' General Ledger, cashflow, allocations, etc. Learn and understand the business/organization operations of the client. Create process and procedure documentation. Assist in Special Projects, such as internal audit, due diligence, system selection, and other consulting projects. Maintain knowledge of the client's organizational policies and procedures, federal and state policies and directives, and current accounting standards. Required Education/Experience/Abilities: Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. Experience : 2 years of relevant accounting and/or financial experience is required. Heavy user of accounting software (e.g., Microsoft Excel, QuickBooks, Intacct, Bill.com, Expensify, Fathom, etc.). CPA preferred, but not required Travel: This position works primarily in-office and requires frequent local travel to/from client sites, as well as potential non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. Our Perks... Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave. Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is: $65,100.00 - $113,000.00 #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.
    $65.1k-113k yearly Auto-Apply 60d+ ago
  • Client Relationship Leader

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Minneapolis, MN

    CLA is a top 10 national professional services firm where 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 Client Relationship Leader for our growing CAAS practice in Minneapolis. CAAS provides customized accounting support on an interim and project basis for our clients - public, private and nonprofits ranging from start-ups to Fortune 100 companies. We are looking for someone who has the drive of a business owner, entrepreneurial spirit, and the desire to make a difference for our clients. As a Client Relationship Leader, you will: Expand existing client relationships as well as build your network to develop new relationships in the community. Work closely with the Managing Principal and Outsourcing Client Service Team to drive business and service offerings. Recognize opportunities, problem solve and close business, especially at strategically targeted accounts. Implement a sales strategy for new account prospects, prepare client presentations, and attend local and regional networking events representing CLA. Effectively project manage ongoing engagements to meet client needs. Maintain business development targets and sales activities in CRM. What you will need: A minimum of 10 years of work experience, including Big Four Audit Manager or other public accounting as well as industry experience. A bachelor's degree in accounting, finance, business, or related field required. CPA certification is preferred but not required. A client services delivery orientation, relationship building experience, and drive to participate in business development initiatives. Exceptional interpersonal and the ability to gain the confidence and respect of senior executives and team members. Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is: $155,000 - $265,000 #LI-EG2 #LI-Hybrid 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.
    $73k-93k yearly est. Auto-Apply 60d+ ago
  • Sr. Salesforce Consultant - Field Service Lightning

    Eide Bailly 4.4company rating

    Minneapolis, MN job

    Work Arrangement: Remote Typical Day in the Life As a Senior Salesforce Consultant specializing in Field Service Lightning, you will lead the design and delivery of modern service management solutions. You'll work closely with clients to translate complex scheduling, dispatch, and mobile workforce strategies into scalable Salesforce configurations, leveraging FSL, OmniStudio, and custom development. Key Responsibilities: * Lead discovery to map field service processes including work order management, scheduling & dispatch, inventory/parts, service appointments, warranties, entitlements, and SLAs. * Design end-to-end FSL solutions: Work Types, Service Resources, Territories, Skills, Operating Hours, Scheduling Policies, Optimization, Mobile flows, and offline capabilities. * Define scalable data models and guardrails including asset hierarchy, product-to-service mapping, inventory tracking, warranty/entitlement frameworks, and contract alignment. * Configure FSL: service territories, resources, skills, scheduling rules, optimization, work types, work orders, service appointments, crews, inventory, and entitlements. * Build guided service flows and UX with OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures); extend with LWC/Apex where appropriate. * Work with integration teams when integrating with ERP/asset/inventory/finance systems (e.g., NetSuite/SAP/BC) via MuleSoft or APIs. * Lead data migration for service territories, resources, skills, products, assets, warranties, and historical work orders. * Establish CI/CD and testing (DevOps Center/Git), create test scenarios for dispatch/optimization, and drive UAT and cutover. * Serve as a trusted advisor; translate business objectives into FSL design choices and trade-offs. * Run demos and solution walkthroughs; produce design docs, runbooks, and admin playbooks. * Enable clients post-go-live (KPIs like first-time fix rate, SLA adherence, utilization rate, service revenue growth). * Mentor consultants/developers; perform design and configuration reviews. * Troubleshoot complex FSL, OmniStudio, and integration issues; drive continuous improvement. Who You Are You are a strategic thinker and hands-on builder with deep expertise in Salesforce Field Service Lightning. You thrive in fast-paced environments and enjoy mentoring others while delivering high-impact solutions. Required Qualifications: * 5+ years on Salesforce required. * 3+ years in Service/FSL with at least three full-cycle FSL implementation (hands-on config) required. * Hands-on mastery of FSL: Service Territories, Resources, Scheduling & Optimization, Work Orders/Service Appointments, Skills, Inventory Management, Entitlements/Warranties, Mobile configuration required. * Deep understanding of SLA/entitlement management, preventive maintenance, warranty/contract alignment, multi-day work orders, crew scheduling, asset-based service required. * Strong Salesforce data modeling and declarative automation skills. (Required) * Comfortable with OmniStudio (OmniScripts, FlexCards, DataRaptors, Integration Procedures) required. * Familiarity with Apex/LWC and integration patterns (platform events, REST) required. * Experience with DevOps Center/Git and Agile delivery methodologies required. * Salesforce Field Service Consultant, Administrator, and App Builder certifications preferred. * OmniStudio Consultant certification preferred. * Experience integrating FSL with ERP, asset, or inventory systems preferred. * Exposure to FSL mobile/offline deployments and best practices preferred. * Industry background in Manufacturing, Utilities, Energy, Professional Services, or Communications preferred. * Knowledge of document generation (e.g., Conga/S-Docs) and asset/IoT integrations preferred. * Experience with Sales Cloud, Service Cloud, Experience Cloud in support of service management journeys preferred. * Familiarity with service analytics/KPIs and executive-level storytelling around operational performance preferred. * Prior work with MuleSoft (Anypoint/IDP) or similar middleware preferred. * Executive-ready communication; able to simplify complex FSL topics and defend design decisions. * Structured problem solver with strong attention to detail. * Collaborative leader who upskills teams and champions best practices. Soft Skills: * Executive-ready communication; able to simplify complex RCA topics and defend design decisions. * Structured problem solver with strong attention to detail. * Collaborative leader who upskills teams and champions best practices. Must be authorized to work in the United States now or in the future without visa sponsorship. Benefits and Compensation Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local/state regulations regarding displaying salary ranges. Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity. Salary: $100,000 - $135,000, depending on experience/location/level. Beyond base salary, Eide Bailly offers generous paid time off, comprehensive medical, dental, and vision insurance, 401k profit sharing, lifestyle spending account, certification incentives, education assistance, and a referral program. What to Expect Next We'll be in touch! If you look like the right fit for our position, one of our recruiters will be reaching out to schedule a phone interview with you to learn more about your career interests and goals. In the meantime, we encourage you to check us out on Facebook, Twitter, Instagram, LinkedIn or our About Us page. Eide Bailly LLP is proud to be an affirmative action/equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, veteran status, or any other status protected under local, state or federal laws. #LI-BC1 #LI-REMOTE
    $100k-135k yearly Auto-Apply 60d+ ago
  • Senior Manager, Private Equity Fund Services

    Bakertilly 4.6company rating

    Minneapolis, MN job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Private Equity Fund Services (PEFS) Senior Manager is responsible for overseeing the day-to-day operations of private equity client deliverables, which includes quarterly financial reporting, capital call and distribution calculations and the related notices, carried interest calculations, management fees and other complex fee calculations, reviewing fund liquidity and treasury requests on a recurring basis, as well as ad-hoc investor relations requests. Additionally, the PEFS Senior Manager will be responsible for managing client relationships, which include serving as an escalation point for both internal employees and clients. This position will require regular interaction with clients, team members, and internal management. This position requires a mastery of complex private equity fund accounting skills, the ability to oversee the complete financial reporting and capital call/distribution process and will have direct management and oversight of the teams' seniors and associates. This position will serve as a resource to other members of the team and will provide guidance, coaching, training, and additional support as needed. Responsibilities: Oversee and review the preparation and distribution of quarterly financial statements to investors of the Fund. Oversee and review the preparation and distribution of quarterly investor capital statements to investors of the Fund. Oversee and review the preparation of schedules to support the general ledger balances reported in the quarterly financial statements. Oversee and review the preparation and distribution of capital call notices to investors, notifying them when contributions are due and ensuring the capital call adheres to the Fund's Operating Agreement. Oversee and review the preparation and distribution notices to investors, notifying them when proceeds will be received and ensuring the calculation adheres to the distribution provisions of the Fund's Operating Agreement. Understand and interpret terms set forth within a Fund's Operating Agreement. Calculate and review complex waterfall structures and associated carried interest. Calculate management fees owed to the management Company for investment and portfolio management services provided to the Fund. Ensure such management fees are paid promptly and timely. Communicate directly with the Fund's General Partners (or Managers) and respond promptly to their requests, providing them with requested information. Complete required regulatory forms to ensure the Fund is in compliance; compliance includes debt covenants with lenders, regulation requirements, or any other compliance provisions stipulated in the Fund's Operating Agreement. Review investment agreements to confirm the purchases and sales agree to the cash movements at the Fund level. Interact with auditors and provide them with reports/support to assist them during the year end audit. Complete audit confirmations to satisfy procedures performed for the audits of investors or the Fund. Ability to multi-task between different tasks, client deliverables, and internal demands throughout the day. Provide supervision, guidance, and coaching to the team, including regular training support as needed. Continually update job knowledge by participating in educational opportunities; internal company and team trainings; maintains personal networks; and participate in professional development opportunities. Demonstrate an ability to take on additional duties as assigned by management. Demonstrate mastery of technical skillset including use of Excel and other software utilized by PEFS. Demonstrate mastery of subject matter when advising clients on various client questions or concerns. Consistent resource for other team members with regard to technical questions or questions pertaining to team processes and procedures. Conduct ongoing team trainings while providing input as to the continued training and opportunities at a global company level. Provide daily leadership across the team and the organization. Serve as escalation point for internal team members and for the client relationships. Assist and, at times, lead new business development objectives. Qualifications: 10+ years' (relevant) experience in Accounting or related field 2+ years' supervisory experience in the following: performance management (including coaching, staff management, performance review delivery etc.), training, talent acquisition, and retention Minimum of a Bachelor's Degree in Accounting or related field Advanced degree (MBA or MSA) in Accounting or related field strongly preferred Certified Public Accountant (CPA) license is strongly preferred Experience in forecasting and budgeting during an accelerated growth period Proficient in Microsoft Office Suite with knowledge of Investran or other private equity accounting software is considered a plus Ability to multitask, time management, attention to detail, planning and problem solving skills required Ability to communicate and interact professionally and effectively through written and oral communication with current and potential clients Ability to work in a fast-paced environment and handle/manage multiple team and individual priorities and deadlines SBIC (Small Business Investment Companies) Compliance preferred The compensation range for this role is $179,850 to $340,970. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. #LI-AB1 #LI-Hybrid
    $110k-142k yearly est. Auto-Apply 6d ago
  • CAAS - Controller (Healthcare Industry) | Minnesota [In-office]

    Cliftonlarsonallen 4.4company rating

    Cliftonlarsonallen job in Minneapolis, MN

    CLA is a national professional services firm where 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 Healthcare Industry experience, for our Client Accounting & Advisory Services (CAAS) practice, based out of any of our North/Central Minnesota office locations [ Minneapolis, Monticello, St. Cloud, Alexandria, or Brainerd/Baxter MN ]. As a Controller, you will help 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. Primary Responsibilities… Develop full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of the Healthcare industry. Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Coordinate and direct 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). 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. What you will need: 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 relevant work experience as a Controller or equivalent is required. Accounting back-office experience is required. Relevant experience in the Healthcare industry is highly 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.). Travel: This position works primarily in-office and requires frequent local travel to/from client sites. It may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The wage range for this position in Minnesota is: $93,000.00 - $165,000.00 (annual). Our Perks: Flexible PTO (designed to offer flexible time away for you!) Up to 12 weeks paid parental leave Paid Volunteer Time Off Mental health coverage Quarterly Wellness stipend Fertility benefits Complete list of benefits here #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.
    $54k-64k yearly est. Auto-Apply 41d ago
  • Accounting Consultant-Engagement Director

    Clifton Larson Allen 4.4company rating

    Clifton Larson Allen job in Minneapolis, MN

    CLA is a top 10 national professional services firm where 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 Accounting Consultants (Engagement Directors) for our Client Accounting and Advisory Services (CAAS). CAAS provides customized accounting support for our clients (typically larger than $50M) on an interim and project basis. If flexibility, variety, and life balance are important to you…keep reading! As an Engagement Director, you will: * Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.). * Design/improve accounting processes such as: monthly close, management and financial reporting, forecasting, consolidations, and system implementations to name a few. * Take an active and hands-on approach in executing client engagements. * Have the opportunity to travel - the more open you are to travel, the more opportunities we can present to you! * Pick and choose your engagements - allow yourself to enjoy your career AND life. * Have access to full benefits package as an hourly employee. What you will need: * Ten years relative work experience including public accounting. Prior industry experience as a CFO, Controller, SEC Reporting or Internal Audit Manager equivalent preferred. We love Big Four alum! * A bachelor's degree in accounting, finance, business, or related field required. * Mastery in Microsoft Excel and experience in a variety of accounting software. * CPA certification is preferred but not required. * Prior project management and exceptional client service management experience preferred. Our Perks: * Flexible PTO (designed to offer flexible time away for you!) * Up to 12 weeks paid parental leave * Paid volunteer time off * Customized mental health programs and comprehensive medical coverage * Quarterly wellness stipend * Fertility benefits * Complete list of benefits here Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range. The compensation range for this position in Minnesota is: $50 - $90/hr. #LI-SC1, #LI-Hybrid 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.
    $61k-71k yearly est. Auto-Apply 22d ago
  • Senior Manager, Digital Learning

    Baker Tilly Virchow Krause, LLP 4.6company rating

    Minneapolis, MN job

    Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram. Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring. Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system. Job Description: The Senior Manager, Digital Learning leads the digital strategy for Learning & Development by designing scalable, personalized, and performance-driven learning experiences. This role oversees the learning tech stack, optimizes investments, and manages vendor partnerships to ensure efficiency and alignment with business goals. It directs the digital team's intake and project priorities, connecting learning solutions with technology opportunities for seamless integration, driving continuous improvement and measurable impact. The senior manager partners across teams to curate experiential and formal learning opportunities that enhance on-the-job performance. They also lead change management efforts and promote the adoption of innovative learning technologies. With a strategic focus on AI learning, skills development, and digital enablement, this role is pivotal in fostering a culture of growth and continuous learning. Responsibilities * Serve as a strategic learning advisor, assessing requests and recommending digital solutions aligned with business needs, strategy, and budget. * Lead the design, development, and governance of digital learning programs, including self-study content, vendor partnerships, and CPE compliance. * Collaborate across functional teams and stakeholders to deliver impactful, technology-enabled learning experiences and support roadmap development. * Oversee the learning technology ecosystem, including design tools, content libraries, and multimedia content creation. * Stay ahead of industry trends and apply best practices in adult learning, design, and digital enablement to elevate learning strategy. * Manage a team of learning technology specialists, providing coaching, direction, and performance optimization. * Drive strategic initiatives including AI learning strategy, vendor optimization, data insights, and integration of design and technology across learning projects. Qualifications * Bachelor's degree or equivalent experience required * Minimum 7 years of experience in a senior learning, enablement, or consulting role within a professional services or corporate environment. * Proven success in leading digital learning initiatives, managing learning ecosystems, and integrating technology to drive performance improvement. * Demonstrated expertise in learning design, needs assessment, curriculum development, eLearning creation, and adult learning theory. * Strong project and program management skills, with the ability to lead multiple initiatives and serve as a primary project lead. * Experience managing learning platforms, content governance, analytics, and compliance requirements (e.g., CPE). * Skilled in vendor sourcing, contract management, and budget planning for learning technology investments. * Exceptional communication and consultative skills, with the ability to engage senior-level stakeholders and tailor messaging to diverse audiences. * High proficiency in Microsoft Office Suite and familiarity with tools such as Articulate and Workday. * Ability to work independently in a fast-paced environment, manage non-traditional schedules, and travel as needed. Key skills * Leadership & Team Development: Ability to motivate and lead cross-functional and global teams. * Learning Technology Expertise: Deep knowledge of tools and platforms across the learning lifecycle, including Articulate and Workday LMS. * Strategic Project Management: Skilled in managing complex learning initiatives from planning to execution. * Stakeholder Engagement: Strong communication and collaboration skills with diverse internal and external partners. * Vendor & Budget Management: Experience in sourcing, negotiating, and managing vendors, with fiscal responsibility and budget planning. * Learning Design & Enablement: Proficient in eLearning development, AI-enabled learning, and skills strategy. * Innovation & Execution Balance: Forward-thinking mindset with the ability to align strategy with hands-on implementation. The compensation range for this role is $137,340 to $260,380. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, ,qualifications, and geographic location.
    $137.3k-260.4k yearly Auto-Apply 60d+ ago

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