Senior Transformation & Change Management Lead

CliftonLarsonAllen LLP; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

CLA is seeking a Senior - Transformation to drive and evaluate transformation initiatives across the firm. You will connect early business demand to the right transformation path, clarify needs, assess impacts, and support change management activities that help adoption and sustainment.

The role requires a Bachelor's degree, 4 years in professional services or public accounting, and strong business acumen. Travel is limited to less than 10%.

Qualifications

• Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Degrees in Accounting, Finance, Business Management or related field preferred.
• 4 years of professional services or public accounting experience required. Advanced technical knowledge of CLA processes is prefer.
• Travel: <10% travel.
• Experience working with stakeholders to clarify needs, gather inputs, document decisions, and move work through a defined process preferred.
• Experience supporting change deliverables such as stakeholder impact assessments, communication plans, readiness plans, training support materials, adoption tracking, or change status updates.
• Experience identifying business impacts, stakeholder needs, readiness risks, communication needs, resistance themes, or adoption considerations preferred.
• Experience supporting business cases, intake processes, roadmap planning, prioritization discussions, governance forums, leadership updates, or change deliverables preferred.
• Experience working in a professional service, matrixed, or cross-functional environment preferred.

Responsibilities

• Review and assess business opportunities, ideas, and transformation requests.
• Clarify the business problem, expected value, impacted stakeholders, dependencies, risks, and decision needs.
• Support business case readiness by gathering inputs and preparing clear summaries for review.
• Identify change impacts, stakeholder needs, readiness considerations, communication needs, resistance themes, and adoption risks.
• Support development of change deliverables, including stakeholder impact assessments, change impact assessments, communication plans, readiness plans, training support materials, adoption tracking, and status updates.
• Help prepare stakeholders and impacted teams for upcoming changes by supporting communications, readiness activities, meeting preparation, and follow-up.
• Track opportunities through the business navigation process, including status, owners, actions, risks, dependencies, and decisions.
• Prepare materials and follow-up items for roadmap, governance, prioritization, investment, or change readiness discussions.
• Help ensure opportunities are routed to the right path, including approval, prioritization, deferral, further discovery, change support, implementation support, or closure.
• Maintain accurate documentation, trackers, action items, risks, dependencies, change impacts, and decision logs.
• Identify process gaps and recommend improvements to strengthen visibility, alignment, readiness, adoption, and execution handoff.

Skills

Change management

Stakeholder management

Business acumen

Process mapping

Communication

Ambiguity handling

Education

Bachelor's degree

Tools

CLA processes

Job description

CLA is seeking a Senior - Transformation to drive and evaluate transformation initiatives across the firm. You will connect early business demand to the right transformation path, clarify needs, assess impacts, and support change management activities that help adoption and sustainment.

The role requires a Bachelor's degree, 4 years in professional services or public accounting, and strong business acumen. Travel is limited to less than 10%.