Chief Financial Officer - CAAS (Professional Services) - Southeast Texas

CliftonLarsonAllen; Houston (TX); Hybrid; USD 180,000 - 230,000; Full time

Benefits offered by this job

Health insurance

401k

Dental

Vision

Job summary

CliftonLarsonAllen (CLA) in Houston, Texas, is seeking a Chief Financial Officer to join our CAAS practice. You will lead CFO functions within a client accounting services team, shaping financial policy and strategy for diverse clients.

The role requires 8+ years of relevant experience, a Bachelor's degree, and strong client management, with CPA preferred but not required. Hybrid, travel to client sites may be needed.

Qualifications

• 8 years of experience as Assistant Controller or Controller or equivalent.
• Experience with professional services or client-facing roles preferred.
• CPA certification preferred but not required.

Responsibilities

• Perform CFO functions as part of the client's accounting services team.
• Identify and implement best practices to add value to the client.
• Collaborate with client to set financial policy and strategy.
• Drive capital planning, risk management, KPI analysis, and board interactions.
• Lead financial administration, planning, and budgeting.
• Oversee longer-term budget planning and cost management.
• Monitor budgets and present operational metrics.
• Coordinate audit activities and manage multiple client engagements.

Skills

Client management

Project management

Leadership

Travel flexibility

Education

Bachelor's degree

Tools

QuickBooks (Online)

Job description

We 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 with Professional Services industry experience for our growing CAAS group in Houston, Texas.

As a 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.
• Ability to effectively and efficiently manage multiple client engagements.
• Build strong client relationships and becomes a key member of client management team.
• Ability to develop key external business network and becomes service and industry thought leader.

Think you're a fit? This is what successful candidates for this role have

• Experience: 8 years relative work experience as an Assistant Controller, Controller, or equivalent. Professional industry experience is highly preferred!
• Prior project management and client management experience preferred but not required.
• Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
• CPA certification preferred but not required.
• Knowledge of QuickBooks (Online version) highly preferred.
• Comfortable in fast paced environment and skilled in multitasking.
• Travel: This position reflects our commitment for both flexibility and collaboration. This role offers a hybrid and flexible working environment, which means you may be required to work at client locations or in the office depending on project needs. Additionally, you'll have the opportunity to work closely with other CLA family members, encouraging a collaborative and supportive workplace culture.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities