Associate - Transformation

CliftonLarsonAllen Wealth Advisors, LLC; Indianapolis, Northern (IN, KY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks an Associate - Transformation in Indianapolis, IN. The role supports transformation initiatives by reviewing current and future state processes, aligning technology, and communicating impacts to practitioners and stakeholders.

You will assist in project tracking, collaborate with SMEs and leadership, and help monitor KPI-driven results to ensure successful adoption and continuous improvement.

Qualifications

• 1 year of public accounting or professional services experience is preferred.
• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
• Degrees in Accounting, Finance, Business Management, or related field preferred.

Responsibilities

• Participates in transformation projects by reviewing current and future state business processes.
• Identifies improvements, integrates technology, and communicates impacts to stakeholders.
• Monitors metrics of success and collaborates with SMEs and leaders across the firm.
• Supports project task tracking and assists Transformation Managers and Directors.

Job description

## Associate - TransformationApply: Indianapolis, IN: Full time: Posted Today: R18257CLA 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.CLA is growing and seeking to hire an experienced **Associate - Transformation** to join our talented team. The position offers growth, flexibility and a collaborative work environment.Under general guidance, this role assists in transformation projects at the firm by reviewing current and future state business processes, identifying improvements, integrating technology, communicating impacts, and monitoring metrics of success.* **Communication & Training:** Participates in development of process documentation, standardization, and training of transformation processes across the firm. May assist in delivery of training to practitioners and champions as needed. Provides communication to encourage adoption of initiatives and foster change management.* **Project Management:** Assists Transformation Managers and Directors with project initiatives. Supports project task tracking. Participates in annual projects and assignments as assigned and consults with SMEs for project initiatives.* **Collaboration:** Actively seeks out and includes SMEs and business stakeholders from across the CLA family, including service and industry leadership as well as project leadership. Collaboration results in enforcement of existing process standards, identification of problematic areas and recommendation of solutions.* **Success Metrics:** Measures key performance metrics (KPI’s), runs reports, conducts analysis, and coordinates with other areas of the firm to monitor success metrics as needed. **What you will need:*** 1 year of public accounting or professional services experience is preferred.* Advanced technical knowledge of CLA processes is preferred.* Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.* Degrees in Accounting, Finance, Business Management, or related field preferred.