CFO, Client Accounting & Advisory (Hybrid)

CliftonLarsonAllen Wealth Advisors, LLC; Indianapolis (IN); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Hybrid work environment

Job summary

CliftonLarsonAllen Wealth Advisors, LLC in Indianapolis, IN is seeking a Chief Financial Officer for its CAAS team. The role covers CFO functions within client accounting services, driving financial policy, capital planning, risk management, and budgeting across multiple client engagements.

The ideal candidate has 8+ years in accounting leadership, a Bachelor's degree, and CPA is preferred. The position offers a hybrid work environment with travel to client sites as needed.

Qualifications

• 8 years of relevant work experience as Assistant Controller, Controller, or equivalent.
• CPA preferred but not required; knowledge of QuickBooks Online is highly valued.
• Bachelor's degree required; ability to work in a fast-paced, client-facing environment.

Responsibilities

• Perform CFO functions as part of the client’s accounting services team.
• Identify and implement best practices to add client value.
• Set financial policy and participate in overall client strategy.
• Lead capital planning, risk management, KPI analysis, and board interactions.
• Oversee budgeting, cash flow, and financial reporting; coordinate audits.

Skills

CFO functions

Financial analysis

Client management

Budgeting

Strategic planning

Education

Bachelor's degree

CPA certification

Tools

QuickBooks Online

Job description

CliftonLarsonAllen Wealth Advisors, LLC in Indianapolis, IN is seeking a Chief Financial Officer for its CAAS team. The role covers CFO functions within client accounting services, driving financial policy, capital planning, risk management, and budgeting across multiple client engagements.

The ideal candidate has 8+ years in accounting leadership, a Bachelor's degree, and CPA is preferred. The position offers a hybrid work environment with travel to client sites as needed.