Chief Financial Officer - CAAS Outsourcing

CliftonLarsonAllen Wealth Advisors, LLC; Las Vegas (NV); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA is seeking a Chief Financial Officer for its CAAS group in Las Vegas, NV. The role focuses on performing CFO functions for client engagements, setting financial policy, and driving strategic financial planning for diverse clients.

The position requires 8 years of relevant experience, a Bachelor's in Accounting/Finance, and knowledge of QuickBooks; CPA is preferred but not required. Local travel to client sites is frequent, with office work in Las Vegas.

Qualifications

• 8 years of accounting/financial experience required.
• Retail or restaurant industry experience preferred.
• Knowledge of QuickBooks.
• Strong client and project management skills.
• Willingness to travel locally to client sites.

Responsibilities

• Perform CFO functions as part of the CAAS client accounting & advisory services team.
• Identify and implement best practices in services provided to clients.
• Set financial policy with clients and participate in overall strategy.
• Lead capital planning, risk management, KPI analysis, and board interactions.
• Oversee budgeting, cash flow forecasting, and financial administration.
• Coordinate audit activities and manage multiple client engagements.

Skills

Accounting background

Project management

Client management

Multitasking

Fast-paced environment

Education

Bachelor's degree in Accounting or Finance

CPA certification

Tools

QuickBooks

Job description

Chief Financial Officer - CAAS Outsourcing### Chief Financial Officer - CAAS OutsourcingApply: Las Vegas, NV: Full time: Posted Today: R18387We recognize that not everyone wants to grow their career paths in the same way. That’s why **CLA** exists to ***create opportunities***. With 8500 employees and over 130 offices nationwide, we promise to know you and help you! If you answer YES to these questions, then our **CAAS (*****Client Accounting & Advisory Services*****)** practice could be a great fit for you!* *Do you have an accounting background but are bored of doing the same tasks each month for just one company?** *Do you crave variety in the type of work you do and the clients you serve?** *Do you like to travel to clients and thrive during face-to-face interactions?** *Do you want the stability and backing of a top 10 national firm?* CLA is looking to hire a **Chief Financial Officer** for our growing **CAAS** group in **Las Vegas, NV.** **As a CAAS Chief Financial Officer, 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.* Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.* Manage cash flow and forecasting, directing financial accounting.* Coordinate audit activities.* Effectively and efficiently manage multiple client engagements.* Build strong client relationships and becomes a key member of client management team.* Develop key external business network and becomes service and industry thought leader.**Job Requirements:*** ***Experience:*** 8 years of relevant accounting and/or financial experience is required. Relevant retail or restaurant industry experience is highly preferred.* Knowledge of QuickBooks preferred.* Prior project management and client management experience preferred but not required.* Comfortable in fast paced environment and skilled in multitasking.* ***Education:*** Bachelor's degree is required (preferably within Accounting, Finance, or relation field). Combination of related experience, education, and training may be accepted in lieu of degree.* CPA certification preferred but not required.* ***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.