In-Office CFO, Professional Services — Client Accounting

CliftonLarsonAllen LLP; Tempe (AZ); On-site; USD 150,000 - 258,000; Full time

Benefits offered by this job

Health benefits (medical)

Dental benefits

Vision benefits

401(k)

Wellness programs

Job summary

CliftonLarsonAllen LLP (CLA) is seeking a Chief Financial Officer to join our Client Accounting & Advisory Services team. This in-office role involves delivering CFO-level services, partnering with clients on policy setting, budgeting, and capital planning while driving strategic financial initiatives.

The position requires 8+ years accounting/financial experience, a Bachelor's degree, and preferred CPA certification. Local travel to client sites is expected with minimal non-local travel.

Qualifications

• 8 years of accounting/finanical experience required.
• Bachelor's degree required; combination of related experience, education, and training may be accepted in lieu of degree.
• CPA certification preferred but not required.
• Knowledge of QuickBooks and Sage Intacct highly preferred.
• Travel to client sites local; occasional non-local travel possible.

Responsibilities

• Perform CFO functions as part of the client's accounting services team.
• Be accountable for identifying and implementing best practices for client services.
• Work with clients to set financial policy and participate in strategy.
• Drive capital planning, risk management, KPI analysis, and board interactions.
• Lead financial administration, planning, and budgeting.
• Oversee long-term budget planning and cost management.
• Monitor budgets and present operational metrics.
• Manage cash flow and forecasting, directing financial accounting.
• Coordinate audit activities.
• Manage multiple client engagements effectively.
• Build strong client relationships as a key member of the management team.
• Develop external business networks and industry thought leadership.

Skills

Accounting experience

Client management

Project management

Education

Bachelor's degree

CPA (preferred)

Tools

QuickBooks

Sage Intacct

Job description

CliftonLarsonAllen LLP (CLA) is seeking a Chief Financial Officer to join our Client Accounting & Advisory Services team. This in-office role involves delivering CFO-level services, partnering with clients on policy setting, budgeting, and capital planning while driving strategic financial initiatives.

The position requires 8+ years accounting/financial experience, a Bachelor's degree, and preferred CPA certification. Local travel to client sites is expected with minimal non-local travel.