Strategic CFO for Client Accounting & Advisory Services

CLA (CliftonLarsonAllen); Tempe (AZ); On-site; USD 170,000 - 280,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CLA (CliftonLarsonAllen) seeks a Chief Financial Officer for our CAAS team in an in-office role with minimal travel. You will lead a portfolio of client engagements, drive capital planning, budgeting, and financial policy, and deliver strategic insights to clients.

Ideal candidates bring 8+ years of accounting/finance experience, a Bachelor's degree, CPA preferred, and knowledge of QuickBooks and Sage Intacct. Local travel to client sites is expected.

Responsibilities

• As CFO, 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.

Job description

CLA (CliftonLarsonAllen) seeks a Chief Financial Officer for our CAAS team in an in-office role with minimal travel. You will lead a portfolio of client engagements, drive capital planning, budgeting, and financial policy, and deliver strategic insights to clients.

Ideal candidates bring 8+ years of accounting/finance experience, a Bachelor's degree, CPA preferred, and knowledge of QuickBooks and Sage Intacct. Local travel to client sites is expected.