Strategic CFO, Logistics CAAS Leader (Hybrid)

CliftonLarsonAllen Wealth Advisors, LLC; Minneapolis (MN); Hybrid; USD 117,000 - 219,000; Full time

Job summary

CLA Wealth Advisors, LLC in Minneapolis is seeking a Chief Financial Officer for our CAAS practice to serve logistics clients. You will lead CFO functions, set financial policy, and drive capital planning, risk strategies, and KPI analysis for client engagements.

Ideal candidates have 8+ years in Assistant Controller/Controller roles, logistics industry exposure, and a Bachelor’s degree. Travel to client sites is expected; CPA is preferred but not required.

Qualifications

• 8 years of experience as an Assistant Controller, Controller, or equivalent.

Responsibilities

• Perform CFO functions as part of the client accounting services team.

Skills

Financial leadership

Budgeting & forecasting

Cash flow management

KPI analysis

Client management

Strategic planning

Risk management

Multitasking

Education

Bachelor's degree

CPA certification (preferred)

Tools

QuickBooks Online

Job description

CLA Wealth Advisors, LLC in Minneapolis is seeking a Chief Financial Officer for our CAAS practice to serve logistics clients. You will lead CFO functions, set financial policy, and drive capital planning, risk strategies, and KPI analysis for client engagements.

Ideal candidates have 8+ years in Assistant Controller/Controller roles, logistics industry exposure, and a Bachelor’s degree. Travel to client sites is expected; CPA is preferred but not required.