CAAS - Market Facing CFO (Nonprofit Industry)

CliftonLarsonAllen LLP; Maumee (OH); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

401k plan

Wellness program

Job summary

CLA is seeking a Market Facing Chief Financial Officer for our CAAS practice, based in Ohio or Illinois. You will lead a 10+ person team delivering outsourced accounting solutions and CFO consulting services to clients.

You will drive business development, grow the CAAS practice, and partner with client leadership to shape financial policy and strategy, with frequent travel to client sites.

Qualifications

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

Responsibilities

• Develop external business network to grow the CAAS practice.
• Be known as a CAAS thought leader within the firm and externally.
• Manage referrals via CRM and coordinate with client relationship leaders.
• Lead proposal writing and presentation efforts as needed.
• Work with clients to set financial policy and drive overall business strategy.
• Monitor budgets, cash flow, and financial reporting.

Skills

Nonprofit accounting

Business development

Team leadership

GAAP knowledge

QuickBooks

Intacct

Bill.com

Education

Bachelor’s degree in accounting, finance, or related field

Tools

CRM software

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. CLA is looking to hire a Market Facing‑Chief Financial Officer for our fast‑growing Client Accounting & Advisory Services (CAAS) practice, based out of either one of our office locations located in 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.
• When applicable, in a specific industry, be known as a CAAS thought leader both within the firm and externally.
• 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.
• Monitors progress of budgets and presents operational metrics.
• Ensures 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.
• Builds strong client relationships and becomes 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.
• Understanding of GAAP and industry related technical expertise.

Job Requirements

Experience

• 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 in using personal and professional network for business development and proven record of building and managing teams through growth.

Education

Bachelor’s degree is required (in accounting, finance, business administration or a related field is highly preferred). Combination of relevant experience, education, and training may be accepted in lieu of degree. CPA not required but highly preferred.

Travel

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.

Compensation

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.

Benefits

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.

Equal Opportunity

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

Contact for accommodations

If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact [e-mail]

Wellness at CLA

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry‑focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC‑registered investment advisor. Wellness at CLA Wellness is shaped by our promise to know you and help you.