Transformation Associate - In-Office

CliftonLarsonAllen LLP; Charlotte (NC); On-site; USD 60,000 - 85,000; Full time

Job summary

CLA is seeking a Transformation Associate to support firmwide transformation initiatives by reviewing current and future-state processes, identifying improvements, and coordinating with various teams. You will assist with development, documentation, standardization, training, and change management activities across the firm.

Qualified candidates typically hold a Bachelor’s degree in Accounting, Finance, or related fields, with 1 year of public accounting or professional services experience

Qualifications

• Bachelor’s degree in Accounting, Finance, Business Management, or a related field 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 preferred.

Responsibilities

• Assist with development, documentation, standardization, and training of transformation processes.
• 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.
• Help reinforce established process standards and identify solution opportunities.
• Measure KPIs and other success metrics.
• Run reports, conduct analysis, and coordinate with teams to monitor outcomes.

Skills

Project management

Communication

Microsoft Office

Education

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

Tools

CCH Axcess Tax

CCH ProSystem fx Engagement

FloQast

QuickBooks

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.

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

• 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

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.

If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact [e-mail].

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. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being.

About CLA

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 120 locations, and a global vision, we promise to know you and help you. For more information visit our website. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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Start your inspired career

When you join CLA, you'll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.