Transformation Associate - In-Office

CliftonLarsonAllen Wealth Advisors, LLC; Charlotte (NC); Híbrido; USD 54.000 - 75.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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%.

Responsabilidades

• 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.

Conocimientos

Project management

Communication

Collaboration

Travel readiness

Microsoft Office

Educación

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

Herramientas

CCH Axcess Tax

CCH ProSystem fx Engagement

FloQast

QuickBooks

Microsoft Office Suite

Descripción del empleo

## Transformation Associate - In-OfficeApply: Connection Center-Charlotte,NC: Atlanta, GA: Full time: Posted Today: R18221CLA 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 ImpactIn 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%.