Accounting Applications Analyst — AI‑Driven Finance Tech

CliftonLarsonAllen LLP; Charlotte (NC); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401k retirement plan

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Business & Accounting Applications Analyst to implement, support, and optimize accounting and business technology solutions used by CLA professionals and clients. The role bridges business needs, accounting operations, and cloud-based applications to deliver efficient, AI-enhanced processes.

The ideal candidate is curious, analytical, client-focused, and ready to work with stakeholders, vendors, and technical teams in a fast-evolving accounting tech

Qualifications

• Bachelor's degree is required; combination of relevant experience, education, and training may be accepted in lieu of degree.
• 2 years experience in customer service support required.
• 2 years experience in an area of application support, Helpdesk, Desktop Management, Mobile device/application support or similar IT experience preferred.

Responsibilities

• Assist with configuring and optimizing finance, accounting, expense management, and reporting applications.
• Configure and maintain system settings, user roles, permissions, workflows, and application preferences.
• Support application onboarding and data migration activities, including data mapping, cleansing, conversion, validation, and reconciliation.
• Document implementation procedures, operational standards, and best practices.
• Collaborate with internal teams and software vendors to identify and resolve implementation issues.
• Help drive successful application implementations and technology-adoption efforts.
• Support users throughout the implementation and onboarding process.
• Serve as a subject matter resource for supported accounting and business applications.
• Troubleshoot application, integration, synchronization, and user-access issues.
• Investigate and resolve support requests while delivering a high level of customer service.
• Escalate complex issues to software vendors or internal technical resources when appropriate.
• Analyze root causes and recommend sustainable, long-term solutions.
• Monitor application health, integration performance, and recurring support trends.
• Build trusted relationships with internal teams and clients using supported applications.
• Help users understand application features, functionality, and best practices.
• Identify opportunities to improve operational efficiency through automation and process standardization.
• Apply AI-enabled tools, including Microsoft Copilot, Claude, and similar technologies, to improve efficiency and work quality.
• Create and maintain knowledge articles, troubleshooting documentation, implementation guides, and support resources.
• Contribute to the continuous improvement of internal knowledge resources and support processes.
• Assist with evaluating new products, application features, and emerging technologies.
• Help create scalable documentation, training materials, and application-support processes.
• Contribute to CLA’s growing AI and digital transformation initiatives.
• Recommend technology solutions that support accounting operations and broader business needs.

Skills

Customer service

Communication

Analytical thinking

Education

Bachelor's degree

Tools

Digits

QuickBooks Online

Sage Intacct

Xero

Power BI

Power Query

Power Apps

Job description

CliftonLarsonAllen LLP (CLA) is seeking a Business & Accounting Applications Analyst to implement, support, and optimize accounting and business technology solutions used by CLA professionals and clients. The role bridges business needs, accounting operations, and cloud-based applications to deliver efficient, AI-enhanced processes.

The ideal candidate is curious, analytical, client-focused, and ready to work with stakeholders, vendors, and technical teams in a fast-evolving accounting tech