Transformation Senior

CliftonLarsonAllen; Charlotte (NC); On-site; USD 110,000 - 150,000; Full time

Job summary

CLA is seeking a Senior - Transformation to support transformation projects by reviewing current and future state business processes, identifying improvements, integrating technology, communicating impacts, and monitoring metrics of success.

The role emphasizes collaboration with SMEs and stakeholders, mentoring junior team members, and delivering KPI analysis and project results across the firm.

Qualifications

• Bachelor's degree required; accounting/finance/business degree preferred.
• 4 years of professional services or public accounting experience.
• Travel limited to less than 10%.

Responsibilities

• Supports transformation projects by reviewing current and future state processes.
• Identifies improvements, integrates technology, and tracks success metrics.
• Coordinates with SMEs and stakeholders across CLA.
• Monitors KPI reports and drives continuous improvement.
• Mentors junior team members and may serve as escalation point.

Skills

Communication

Training

Project management

Collaboration

Metrics analysis

Education

Bachelor's degree in Accounting/Finance/Business

Job description

About the role:

CLA is looking to hire a Senior - Transformation. This role is responsible for supporting transformation projects at the firm by reviewing current and future state business processes, identifying improvements, integrating technology, communicating impacts, and monitoring metrics of success.

Primary Responsibilities...

• Communication & Training: Participates in development of process documentation, standardization, and training of transformation processes across the firm. May deliver training to practitioners and champions as needed. Provides communication to encourage adoption of initiatives and foster change management.
• Project Management: Assists Transformation Managers and Directors with project initiatives. Supports tracking, assigning, and managing project tasks. Leads annual projects and assignments as assigned. Identifies and consults with subject matter experts (SMEs) for project initiatives.
• Collaboration: Actively seeks out and includes SMEs and business stakeholders from across the CLA family, including service and industry leadership as well as project leadership. Collaboration results in enforcement of existing process standards, identification of problematic areas and recommendation of solutions.
• Success Metrics: Measures key performance metrics (KPI's), runs reports, conducts analysis, and coordinates with other areas of the firm to monitor success metrics as needed.
• Mentorship: May provide training to junior members of the transformation team and act as point of escalation for complex transformation questions. May act as Peer Advisor and/or Career Coach to assist other family members in growing their inspired careers.

What you will need:

• Education: 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.
• Experience: 4 years of professional services or public accounting experience required.
• Advanced technical knowledge of CLA processes is prefer
• Travel: <10% travel.

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.