Transformation Associate: Process Optimization & Change

CliftonLarsonAllen Wealth Advisors, LLC; Indianapolis, Northern (IN, KY); Hybrid; USD 60,000 - 80,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC seeks an Associate - Transformation in Indianapolis, IN. The role supports transformation initiatives by reviewing current and future state processes, aligning technology, and communicating impacts to practitioners and stakeholders.

You will assist in project tracking, collaborate with SMEs and leadership, and help monitor KPI-driven results to ensure successful adoption and continuous improvement.

Qualifications

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

Responsibilities

• Participates in transformation projects by reviewing current and future state business processes.
• Identifies improvements, integrates technology, and communicates impacts to stakeholders.
• Monitors metrics of success and collaborates with SMEs and leaders across the firm.
• Supports project task tracking and assists Transformation Managers and Directors.

Job description

CliftonLarsonAllen Wealth Advisors, LLC seeks an Associate - Transformation in Indianapolis, IN. The role supports transformation initiatives by reviewing current and future state processes, aligning technology, and communicating impacts to practitioners and stakeholders.

You will assist in project tracking, collaborate with SMEs and leadership, and help monitor KPI-driven results to ensure successful adoption and continuous improvement.