CAAS Chief Financial Officer, Professional Services

CLA (CliftonLarsonAllen); Boston (MA); On-site; USD 154,000 - 249,000; Full time

Job summary

CLA (CliftonLarsonAllen) in Massachusetts is seeking a Chief Financial Officer for its Client Accounting & Advisory Services team. This in-office role requires 8+ years of accounting/financial experience and a Bachelor's degree.

CPA preferred but not required; knowledge of QuickBooks and Sage Intacct is highly valued. The CFO will lead budgeting, capital planning, and financial strategy for client engagements, travel locally, and build strong client relationships as a trusted advisor with

Qualifications

• 8 years of relevant accounting and/or financial experience are required.
• 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 and Sage Intacct highly preferred.
• Travel to client sites locally is required and may include occasional non-local or overnight travel.

Responsibilities

• Perform CFO functions as part of the client’s accounting services team.
• Identify and implement best practices to add value to the client.
• Collaborate with clients to set financial policy and participate in overall strategy.
• Drive capital planning, risk management, KPI analysis, and board interactions.
• Lead financial administration, planning, and budgeting.
• Oversee longer-term budget planning and cost management.
• Monitor budgets and present operational metrics.
• Manage cash flow and forecasting, directing financial accounting.
• Coordinate audit activities.
• Manage multiple client engagements effectively and efficiently.
• Build strong client relationships and become a key member of the client management team.
• Develop external business networks and establish service and industry thought leadership.

Skills

Client management

Project management

Financial analysis

Fast-paced environment

Multitasking

Education

Bachelor's degree

Tools

QuickBooks

Sage Intacct

Job description

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 Client Accounting and Advisory Services team. This is an in office position with minimal travel.

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 of relevant accounting and/or finanical experience is required.
• 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 and Sage Intacct highly preferred.
• Comfortable in fast paced environment and skilled in multitasking.
• Travel: This position requires local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Illinois is: $131,000.00 – $232,000.00

The compensation range for this position in Massachusetts is: $154,000.00 – $249,000.00

The compensation range for this position in New York is: $171,000.00 – $258,000.00

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.