Transformation Associate: Change & Process Excellence

CliftonLarsonAllen Wealth Advisors, LLC; Charlotte (NC); Hybrid; USD 54,000 - 75,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Transformation Associate to support firmwide transformation initiatives from our Charlotte, NC office. You will review current and future-state processes, identify improvements, and help implement changes across practice areas.

You will assist with training, communications, and adoption of new initiatives while coordinating with Transformation Managers and subject matter experts.

Qualifications

• Bachelor’s degree preferred; combination of education and training accepted in place of degree.
• One year of public accounting or professional services experience preferred.
• Advanced knowledge of CLA processes preferred.
• Proficiency with Microsoft Office applications (Outlook, Word, Excel, PowerPoint).
• Strong communication and collaboration skills.
• Ability to travel less than 10%.

Responsibilities

• Assist with development, documentation, standardization, and training of transformation processes across the firm.
• Help deliver training to practitioners and transformation champions as needed.
• Develop communications that encourage adoption of new initiatives and support effective change management.
• Assist Transformation Managers and Directors with projects and strategic initiatives.
• Support project planning, task tracking, and annual assignments.
• Consult with subject matter experts to support project goals and deliverables.
• Collaborate with service, industry, business, and project leaders across CLA.
• Help reinforce established process standards, identify problem areas, and recommend solutions.
• Measure key performance indicators and other success metrics.
• Run reports, conduct analysis, and coordinate with teams across the firm to monitor project outcomes.

Skills

Project management

Communication

Collaboration

Travel readiness

Microsoft Office

Education

Bachelor's degree in Accounting, Finance, Business Management, or related field

Tools

CCH Axcess Tax

CCH ProSystem fx Engagement

FloQast

QuickBooks

Microsoft Office Suite

Job description

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Transformation Associate to support firmwide transformation initiatives from our Charlotte, NC office. You will review current and future-state processes, identify improvements, and help implement changes across practice areas.

You will assist with training, communications, and adoption of new initiatives while coordinating with Transformation Managers and subject matter experts.