Transformation Associate - In-Office

CliftonLarsonAllen LLP; Atlanta (GA); On-site; USD 60,000 - 80,000; Full time

Job summary

CLA is seeking a Transformation Associate to support firmwide transformation initiatives and improve processes. You will review current and future-state processes, identify opportunities, integrate technology, and monitor success measures.

You will assist with documentation, training, communications, and collaboration with leaders across the firm, while supporting project planning and reporting to drive adoption of new initiatives.

Qualifications

• Bachelor's degree in Accounting, Finance, Business Management, or a related field is preferred.
• A combination of relevant education, experience, and training may be accepted in lieu of a degree.
• One year of public accounting or professional services experience is preferred.

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 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.
• Reinforce established process standards, identify problem areas, and propose 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

Attention to detail

Education

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

Tools

Microsoft Office

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 9,000 people, over 130 U.S. locations, and a global vision, we promise to know you and help you.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives, and encourages a sense of belonging. If you are excited to build an inspired career, we encourage you to apply.

CLA is looking to hire a Transformation Associate to join our growing team.

The Transformation Associate supports firmwide transformation initiatives by reviewing current and future-state business processes, identifying opportunities for improvement, integrating technology, communicating impacts, and monitoring measures of success.

How You'll Make an Impact

In this role, you will:

• Assist with the 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.

What You'll Bring

• Bachelor's degree in Accounting, Finance, Business Management, or a related field is preferred.
• A combination of relevant education, experience, and training may be accepted in place of a degree.
• One year of public accounting or professional services experience is preferred.

Technical Competencies

• Advanced knowledge of CLA processes is preferred.
• Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and other Microsoft Office applications.
• Strong project management skills, including attention to accuracy, timeliness, conflict resolution, prioritization, and follow-through.
• Strong communication and collaboration skills.
• Ability to work effectively with subject matter experts, business stakeholders, and leaders across multiple functions.
• Basic knowledge of one or more applications used by CLA practitioners is preferred, including: CCH Axcess Tax CCH ProSystem fx Engagement FloQast QuickBooks
• Ability to travel less than 10%.

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.