CFO — Client-Facing Financial Strategy Leader

CliftonLarsonAllen LLP; Houston (TX); Sur place; USD 150 000 - 250 000; Plein temps

Avantages offerts par ce poste

Health, dental, vision

401(k)

Wellness program

Career growth opportunities

Résumé du poste

CLA exists to create opportunities for clients, people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. This in-office role with minimal travel is based in Houston and supports a growing Client Accounting and Advisory Services team.

Experience: 8–10 years in accounting/finance; Bachelor's degree required; CPA preferred. Travel to client sites local.

Qualifications

• 8 years of relevant accounting and/or financial experience required; 10 years preferred.
• Bachelor’s degree required; CPA certification preferred not required.

Responsabilités

• Perform CFO functions as part of the client’s accounting services team.
• Set financial policy and actively participate in overall strategy.
• Lead capital planning, budgeting, KPI analysis, and board interactions.
• Oversee cash flow, forecasting, and financial reporting.
• Coordinate audits and manage multiple client engagements.
• Develop external business networks and drive growth of the CAAS practice.

Connaissances

Client management

Project management

Accounting

Communication

Formation

Bachelor’s degree

CPA certification

Outils

QuickBooks

Sage Intacct

Description du poste

CLA exists to create opportunities for clients, people, and communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. This in-office role with minimal travel is based in Houston and supports a growing Client Accounting and Advisory Services team.

Experience: 8–10 years in accounting/finance; Bachelor's degree required; CPA preferred. Travel to client sites local.