Market-Facing CFO — Client Accounting & Advisory Leader

CliftonLarsonAllen LLP; Atlanta (GA); On-site; USD 131,000 - 258,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA, a top national firm, seeks a Chief Financial Officer for our Client Accounting & Advisory Services team in an in-office role with minimal travel. You will perform CFO functions, set financial policy, drive budgeting, capital planning and KPI analysis while managing client engagements.

The role emphasizes building client relationships, delivering best practices, and leading the growth of our Professional Services CAAS practice with 8–10 years of accounting experience and CPA preferred.

Qualifications

• 8 years of relevant accounting and/or financial experience; 10 years strongly preferred.
• CPA certification preferred but not required.
• Knowledge of QuickBooks and Sage Intacct highly preferred.
• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
• Travel to client sites may be required.

Responsibilities

• 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, become a service and industry thought leader, and drive the growth of our Professional Services CAAS practice.

Skills

Accounting

Financial analysis

Education

Bachelor's degree

Tools

QuickBooks

Sage Intacct

Job description

CLA, a top national firm, seeks a Chief Financial Officer for our Client Accounting & Advisory Services team in an in-office role with minimal travel. You will perform CFO functions, set financial policy, drive budgeting, capital planning and KPI analysis while managing client engagements.

The role emphasizes building client relationships, delivering best practices, and leading the growth of our Professional Services CAAS practice with 8–10 years of accounting experience and CPA preferred.