Business & Accounting Applications Analyst

CliftonLarsonAllen LLP; Milwaukee (WI); On-site; USD 65,000 - 95,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k plan

Job summary

CLA is a leading professional services firm providing accounting and business technology solutions. We seek a Business & Accounting Applications Analyst to implement, support, and optimize finance and accounting software across clients and CLA professionals.

You will bridge business needs with cloud-based applications, drive automation, and collaborate with vendors and technical teams. The role offers exposure to evolving accounting tech and AI-enabled tools.

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

• Application Implementation and Configuration: configure and optimize finance, accounting, expense management, and reporting applications; manage settings, roles, permissions, workflows, and preferences.
• Application Support and Troubleshooting: serve as subject matter resource; troubleshoot issues; escalate complex issues to vendors or internal resources.
• Process Improvement and Knowledge Management: identify opportunities to improve efficiency through automation; apply AI-enabled tools; create knowledge articles and guides; contribute to continuous improvement of resources.

Skills

Customer service support

Application support

Helpdesk

Desktop management

Mobile device support

Client-facing experience

Education

Bachelor's degree

Tools

Digits ERP

QBO

Sage Intacct

Xero

Ramp

BILL

Expensify

Fathom

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.

The ideal candidate is naturally curious, highly analytical, client-focused, and passionate about using technology and AI-enabled tools to improve business outcomes. This position provides exposure to a rapidly evolving accounting technology ecosystem and opportunities to work directly with firm stakeholders, software vendors, and technical teams.

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 Disabilities

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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.