CAAS - Office Leader/CFO (Pittsburgh, PA)

CliftonLarsonAllen LLP; Pittsburgh (Allegheny County); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Health, dental, vision benefits

401(k) plan

Wellness program

Job summary

CliftonLarsonAllen LLP (CLA) in Pittsburgh, PA, seeks an Office Leader/CFO for its CAAS division to guide client accounting and advisory services. You will partner with local leaders, set financial policy, and drive service excellence while managing budgets and KPIs.

The role emphasizes capital planning, risk management, and leadership across growth-focused client engagements within CLA's CAAS practice. In-office role with local travel as needed.

Qualifications

• 8+ years of experience in an accounting or finance role.
• Deep industry specialization.
• General knowledge of accounting software.
• Experience in using personal and professional network for business development and proven record of building and managing teams through growth.

Responsibilities

• Partner with local Client Relationship Leaders to cascade CAAS messaging and initiatives.
• Perform CFO functions as part of the client's accounting services team and drive best practices.
• Drive capital planning, risk management, ratio and 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.

Skills

Leadership

Client service

Financial analysis

Business development

Team building

Education

Bachelor's degree in accounting/finance

CPA not required but highly preferred

Tools

QuickBooks

Intacct

Bill.com

Job description

At CLA we create inspired careers. We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to create opportunities. With more than 8500 employees and over 130 offices nationwide, We promise to know you and help you! CLA is looking to hire an Office Leader/CFO for our growing CAAS (Client Accounting & Advisory Services) in Pittsburgh, PA. Our CAAS service helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.

As the Office Leader you will... Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives. Partner with local leaders on CAAS go-to-market strategies and partner with others to respond to market opportunities. Serve as the main point of contact to the Managing Principal Office related to service level questions. Engage with the local CAAS team supporting CLA's Better Together culture. Partner with Industry Team Leaders to drive impeccable client service. As a CFO 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.

Job Requirements

Experience: 8+ years of experience in an accounting or finance role. Deep 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.

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. To view a complete list of benefits.

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.

Start your inspired career

When you join CLA, you'll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. Watch our video to see why people join CLA.

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.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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]