CAAS - Office Leader/CFO (Pittsburgh, PA)

CliftonLarsonAllen; Pittsburgh (Allegheny County); On-site; USD 150,000 - 210,000; Full time

Benefits offered by this job

Wellness program

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen in Pittsburgh, PA seeks an Office Leader/CFO to guide the CAAS practice and serve as the main contact to leadership on service delivery. The role partners with local leaders on CAAS go-to-market strategies and fosters CLA's collaborative culture.

The CFO responsibilities include setting financial policy, budgeting, capital planning, risk and KPI analysis, and board interactions to add client value.

Qualifications

• Experience in accounting/finance role with 8+ years.
• General knowledge of accounting software; CPA not required but preferred.
• Travel to client sites frequently; in-office work primarily.

Responsibilities

• Perform CFO functions as part of the client's accounting services team.
• Set financial policy and drive overall strategy with client.
• Lead budgeting, capital planning, risk management, KPI analysis, and board interactions.
• Oversee finance administration and longer-term budget planning.

Skills

Leadership

Business development

Financial analysis

Team management

Education

Bachelor's degree

Tools

QuickBooks

Intacct

Bill.com

Job description

Overview

CLA is hiring an Office Leader/CFO for our CAAS (Client Accounting & Advisory Services) in Pittsburgh, PA. Our CAAS service helps clients transform their business with a collaborative approach that mitigates risk, addresses challenges, meets deadlines, and identifies personnel to assist with workforce needs.

CLA creates opportunities and supports inspired careers. With more than 8500 employees and over 130 offices nationwide, we aim to know you and help you.

Responsibilities – Office Leader

• Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives.
• Partner with local leaders on CAAS go-to-market strategies and 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.

Responsibilities – CFO

• 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 present 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. Click here to learn about your hiring rights.

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.