Transformation Associate - In-Office

CLA (CliftonLarsonAllen); Charlotte (NC); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Wellness program

Health, dental, vision, 401k benefits

Job summary

CLA is seeking a Transformation Associate to help drive firmwide transformation initiatives, optimize business processes, and integrate technology. You will work with practitioners and leaders to standardize processes, train teams, and monitor success metrics in a dynamic professional services environment.

Ideal candidates bring a bachelor’s degree and at least one year in public accounting or professional services, plus strong Microsoft Office and project management skills. Some travel (<10%) is required.

Qualifications

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

Responsibilities

• Assist with developing, documenting, standardizing, and training transformation processes across the firm.
• Help deliver training to practitioners and transformation champions as needed.
• Develop communications to 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 recommend solutions.
• Measure KPIs and other success metrics.
• Run reports, analyze data, and coordinate with teams to monitor project outcomes.

Skills

Microsoft Office

Project management

Communication

Collaboration

Education

Bachelor’s degree in Accounting, Finance, Business Management

1 year of public accounting or professional services experience

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. 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.

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.