Business & Accounting Applications Analyst

CliftonLarsonAllen Wealth Advisors, LLC; Charlotte (NC); Hybrid; USD 75,000 - 110,000; Full time

Benefits offered by this job

Health benefits

Wellness program

401k

Job summary

CLA Wealth Advisors, LLC seeks a Business & Accounting Applications Analyst to implement, support, and optimize finance and accounting applications for CLA professionals and clients.

You will bridge business needs with cloud-based solutions, configuring workflows and data migrations, and helping drive technology adoption while delivering strong client service.

Qualifications

• Bachelor's degree required or combination of relevant experience, education, and training 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.
• Support users throughout the implementation and onboarding process and troubleshoot issues.
• Identify opportunities to improve operational efficiency through automation and process standardization.

Skills

Customer service mindset

Client-facing experience

Analytical thinking

Cloud-based applications

Education

Bachelor's degree

Tools

Digits

QuickBooks Online

Sage Intacct

Xero

Ramp

BILL

Expensify

Power BI

Power Query

Power Apps

Job description

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 9,000 people, over 130 U.S. locations, and a global vision, we promise to know you and help you.CLA is dedicated to building a culture that welcomes different beliefs and perspectives and encourages a sense of belonging. If you are excited to build an inspired career, we encourage you to apply.CLA is looking to hire a **Business & Accounting Applications Analyst** to join our growing team.The Business & Accounting Applications Analyst plays an important role in implementing, supporting, and optimizing accounting and business technology solutions used by CLA professionals and clients. This individual serves as a trusted technology advisor, helping bridge the gap between business needs, accounting operations, and modern cloud-based applications.## How You'll Make an Impact### Application Implementation and Configuration* 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.### Application Support and Troubleshooting* 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.### Process Improvement and Knowledge Management* 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.## **Experience*** 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 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**Familiarity With One or More of the Following Preferred*** ERP Systems: Digits, QuickBooks Online (QBO), Sage Intacct, Xero* Spend Management: Ramp, BILL, Expensify* FP&A: Fathom, Power BI* Other: Power Query, Power Apps**Preferred Experience*** Experience supporting or implementing cloud-based business applications.* Experience working in a client-facing or consulting environment.* Experience with ticketing systems, knowledge management platforms, or customer support processes.Equal Opportunity Employer/Protected Veterans/Individuals with DisabilitiesClick 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 .**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.