Spoke Director, Operations

CliftonLarsonAllen; Atlanta (GA); On-site; USD 120,000 - 180,000; Full time

Job summary

CLA is seeking a Director to lead transformation initiatives across CAAS and CLA, partnering with firm-wide and CAAS leadership to standardize processes and drive automation to grow CLA's market share and enhance client service. The role requires strategic project leadership and collaboration with SMEs to achieve adoption and measurable outcomes across the firm.

The position demands significant experience in public accounting or professional services, with a focus on driving change, coordinating

Qualifications

• 7 years of public accounting, professional services or finance experience; 12+ years preferred.
• Advanced technical knowledge of CLA processes preferred.
• Bachelor's degree required; Master's preferred; combination may be accepted in lieu of degree.
• Degrees in Accounting, Finance, Business Management or related field preferred.

Responsibilities

• Transformation: lead standardized processes, create documentation, and train practitioners.
• Collaboration: engage SMEs and stakeholders across the CLA family.
• Project Leadership: oversee PM teams, lead transformation projects, and drive adoption.
• Success Metrics: measure KPIs, report, and analyze outcomes.
• Problem Solving: devise creative solutions and make decisive decisions.

Skills

Transformation leadership

Collaboration

Project Leadership

Success Metrics

Problem Solving

Education

Bachelor's degree required

Master's degree preferred

Job description

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is seeking a Director that will be responsible for leading specific initiatives that support the strategic goals of CLA and CAAS. This role will work with firm-wide senior leadership and CAAS leadership to develop and implement effective transformation strategies and prioritize centralization, standardization and automation to allow CAAS to grow and increase CLA's market share, improve client service delivery and satisfaction, and enhance the CLA family experience. You will also monitor and evaluate the outcomes of the transformation and provide feedback and recommendations for improvement.

As a Director you will be responsible for:

• Transformation: Utilizes knowledge of impeccable client service delivery gained through experiences to lead the development of standardized processes, process documentation, and training of transformation processes across the firm. Delivers training to practitioners and champions as needed. Develops implementation plans that encourage adoption of initiatives and foster change management.

• Collaboration: Actively seeks out and includes SMEs and business stakeholders from across the Matrix and CLA family, including service and industry leadership as well as project leadership. Collaboration results in enforcement of existing process standards, identification of problematic areas and recommendation of solutions.

• Project Leadership: Oversees and leads project management teams, assigning tasks to team members as needed. Leads annual transformation projects. Identifies and consults with subject matter experts (SMEs) for project initiatives. Owns and regularly assesses the adoption of CAAS Transformation, communicating changes and impact to senior leadership timely, manage their expectations and feedback.

• Success Metrics: Leads measurement of key performance metrics (KPI's), reporting, and analysis. Coordinates with other areas of the firm to monitor success metrics as needed.

• Problem Solving: Ability to come up with creative solutions to complex problems. Strong decision-making skills to navigate the challenges of the transformation.

What you will need:

• 7 years of public accounting, professional services or finance experience in industry experience required. 12+ years of public accounting, professional services or finance experience in industry experience preferred.

• Advanced technical knowledge of CLA processes is preferred.

• Bachelor's degree is required. Master's degree is preferred. Combination of relevant experience, education, and training may be accepted in lieu of degree.

• Degrees in Accounting, Finance, Business Management or related field preferred.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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.

To view a complete list of benefits.