CAAS - Market Facing CFO (Nonprofit Industry)

CliftonLarsonAllen; Akron (OH); On-site; USD 120,000 - 230,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401(k)

Job summary

CLA is seeking a Market Facing Chief Financial Officer for its Client Accounting & Advisory Services (CAAS) practice, based out of either Ohio or Illinois. You will lead a 10+ person team delivering outsourced accounting and CFO consulting, driving strategic growth and scale of operations.

Responsibilities include developing the external CAAS network, leading proposals, and partnering with client leaders to shape financial policy and strategy.

Qualifications

• 8+ years of experience in an accounting or finance role.
• Deep nonprofit industry specialization.
• CPA not required but highly preferred.
• Bachelor's degree in accounting, finance, business administration or related field.

Responsibilities

• Develop external business network to grow the CAAS practice.
• Lead proposals and client presentations as needed.
• Interact with client relationship leaders to grow services.
• Partner with clients to set financial policy and strategy.
• Monitor budgets and present operational metrics.
• Build strong client relationships and manage referrals.

Skills

Business development

Team leadership

GAAP knowledge

Education

Bachelor's degree in accounting/finance/business administration

Tools

QuickBooks

Intacct

Bill.com

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 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.

Market Facing – Chief Financial Officer

We are looking to hire a Market Facing Chief Financial Officer for our fast-growing Client Accounting & Advisory Services (CAAS) practice, based out of either Ohio or Illinois.

In this role, you will manage a team of 10+ accounting and finance professionals to deliver outsourced accounting solutions to clients as well as provide CFO consulting services yourself. The Consulting & Outsourcing team has experienced significant growth over the past few years, and this role will implement strategic initiatives to continue to grow the team and scale the operations.

Market Facing / Business Development Responsibilities

• Develop key external business network to grow the CAAS practice.
• Be known as a CAAS thought leader both within the firm and externally when applicable in a specific industry.
• Manage internal and external referrals through use of firm customer relationship management software.
• Interact and coordinate with internal client relationship leaders to grow services with existing CLA clients seamlessly.
• Lead proposal writing and presentation efforts as needed.

As a CFO you will

• Work with clients to set financial policy and drive overall business strategy.
• Frequently partner with client's leadership on operational and strategic issues as they arise, providing recommendations based on financial analysis of projections, cost identification and allocation, and revenue/expense analysis.
• Monitor progress of budgets and present operational metrics.
• Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds, manages cash flow and forecasting, directing financial accounting.
• Build strong client relationships and become a key member of client management teams.
• Manage capital planning, risk management, ratio and KPI analysis, and board of director interactions.
• Maintain knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• Have an understanding of GAAP and industry-related technical expertise.

Job Requirements

• 8+ years of experience in an accounting or finance role.
• Deep nonprofit industry specialization.
• General knowledge of accounting software; working knowledge of QuickBooks, Intacct, and Bill.com preferred.
• Experience using personal and professional network for business development and a proven record of building and managing teams through growth.
• Bachelor's degree in accounting, finance, business administration or a related field is required. Combination of relevant experience, education, and training may be accepted in lieu of a degree.
• CPA not required but highly preferred.
• This position works primarily in-office, as well as frequent 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. Must have ability to travel to local client sites as needed.

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: $127,000.00 – $228,000.00 (annual).

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities. Click here 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 here.