CAAS Chief Financial Officer (Market-Facing), Professional Services

CliftonLarsonAllen LLP; Champaign (IL); Hybrid; USD 150.000 - 230.000; Vollzeit

Benefits dieser Stelle

Hybrid work environment

Zusammenfassung

CliftonLarsonAllen LLP (CLA) is hiring a Chief Financial Officer for our CAAS practice in Houston, TX. The role involves performing CFO functions for client accounting teams, guiding financial policy, and driving strategic planning.

The successful candidate has 8+ years of related experience, strong project and client management skills, and a CPA is preferred. Expect a hybrid, flexible work arrangement with travel to client sites as needed.

Qualifikationen

• 8 years of relative work experience as an Assistant Controller, Controller, or equivalent.
• Project management and client management experience preferred but not required.
• Bachelor's degree is required; combination of experience and training may be accepted.
• CPA certification preferred but not required.
• Knowledge of QuickBooks Online highly preferred.
• Travel and hybrid/flexible working environment; may work at client locations or in the office as needed.

Aufgaben

• Perform CFO functions as part of the client's accounting services team.
• Identify and implement best practices to add value to the client.
• Work with client to set financial policy and participate in strategy.
• Drive capital planning, risk management, KPI analysis, and board interactions.
• Lead financial administration, planning, and budgeting.
• Oversee long-term budget planning and cost management.
• Monitor budgets and present operational metrics.
• Manage cash flow and forecasting, directing financial accounting.
• Coordinate audit activities.
• Effectively manage multiple client engagements and build client relationships.
• Develop external business network and act as a service and industry thought leader.

Kenntnisse

CFO experience

Client management

Financial analysis

Strategic planning

Ausbildung

Bachelor's degree

CPA certification preferred

Tools

QuickBooks Online

Jobbeschreibung

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?

CLA is looking to hire a Chief Financial Officer with Professional Services industry experience for our growing CAAS group in Houston, Texas.

As a Chief Financial Officer, you will:

• 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.

Think you’re a fit? This is what successful candidates for this role have

• Experience: 8 years relative work experience as an Assistant Controller, Controller, or equivalent. Professional 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 reflects our commitment for both flexibility and collaboration. This role offers a hybrid and flexible working environment, which means you may be required to work at client locations or in the office depending on project needs. Additionally, you'll have the opportunity to work closely with other CLA family members, encouraging a collaborative and supportive workplace culture.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.