Transformation - Senior (Hybrid)

CliftonLarsonAllen LLP; Charlotte (NC); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

401k

Job summary

CliftonLarsonAllen LLP in Charlotte, NC, is seeking a Senior Transformation professional to evaluate, organize, and move business opportunities through the transformation path while supporting change management activities that prepare for, adopt, and sustain change.

This role requires strong business acumen, change management knowledge, and the ability to bring structure to early-stage or unclear requests, with a focus on connecting demand to firm priorities and transformation outcomes.

Qualifications

• 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.
• 4 years of professional services or public accounting experience required.

Responsibilities

• Review and assess business opportunities, ideas, and transformation requests.
• Clarify the business problem, expected value, impacted stakeholders, dependencies, risks, and decision needs.
• Support business case readiness by gathering inputs and preparing clear summaries for review.
• Identify change impacts, stakeholder needs, readiness considerations, communication needs, resistance themes, and adoption risks.
• Support development of change deliverables, including stakeholder impact assessments, change impact assessments, communication plans, readiness plans, training support materials, adoption tracking, and status updates.
• Help prepare stakeholders and impacted teams for upcoming changes by supporting communications, readiness activities, meeting preparation, and follow-up.
• Track opportunities through the business navigation process, including status, owners, actions, risks, dependencies, and decisions.
• Prepare materials and follow-up items for roadmap, governance, prioritization, investment, or change readiness discussions.

Job description

Job Description CLA is a 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 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Senior - Transformation. The transformation senior supports CLA’s transformation priorities by helping evaluate, organize, and move business opportunities through the business navigation process while also supporting change management activities that help the business prepare for, adopt, and sustain change. This role helps connect early business demand to the right transformation path by clarifying the business need, understanding alignment to firm priorities, identifying dependencies, supporting business case readiness, assessing change impacts, and helping determine the level of change, readiness, communication, and adoption support needed. This role requires business acumen, change management knowledge, strong follow-through, sound judgment, and the ability to bring structure to early-stage or unclear requests.

Primary Responsibilities

• Review and assess business opportunities, ideas, and transformation requests.
• Clarify the business problem, expected value, impacted stakeholders, dependencies, risks, and decision needs.
• Support business case readiness by gathering inputs and preparing clear summaries for review.
• Identify change impacts, stakeholder needs, readiness considerations, communication needs, resistance themes, and adoption risks.
• Support development of change deliverables, including stakeholder impact assessments, change impact assessments, communication plans, readiness plans, training support materials, adoption tracking, and status updates.
• Help prepare stakeholders and impacted teams for upcoming changes by supporting communications, readiness activities, meeting preparation, and follow-up.
• Track opportunities through the business navigation process, including status, owners, actions, risks, dependencies, and decisions.
• Prepare materials and follow-up items for roadmap, governance, prioritization, investment, or change readiness discussions.
• Help ensure opportunities are routed to the right path, including approval, prioritization, deferral, further discovery, change support, implementation support, or closure.
• Maintain accurate documentation, trackers, action items, risks, dependencies, change impacts, and decision logs.
• Identify process gaps and recommend improvements to strengthen visibility, alignment, readiness, adoption, and execution handoff.
• Strong business acumen and ability to connect requests to firm priorities and transformation outcomes.
• Understanding of intake, governance, prioritization, business case, roadmap, portfolio, or transformation processes.
• Knowledge of change management fundamentals, including stakeholder impact, readiness, communications, resistance, adoption, training, and sustainment.
• Ability to assess change impacts and identify stakeholder, readiness, communication, and adoption needs.
• Ability to work through ambiguity, ask thoughtful questions, and organize information clearly.
• Ability to identify risks, dependencies, gaps, open decisions, and change-related impacts.

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.
• Experience working with stakeholders to clarify needs, gather inputs, document decisions, and move work through a defined process preferred.
• Experience supporting change deliverables such as stakeholder impact assessments, communication plans, readiness plans, training support materials, adoption tracking, or change status updates.
• Experience identifying business impacts, stakeholder needs, readiness risks, communication needs, resistance themes, or adoption considerations preferred.
• Experience supporting business cases, intake processes, roadmap planning, prioritization discussions, governance forums, leadership updates, or change deliverables preferred.
• Experience working in a professional service, matrixed, or cross‑functional environment preferred.

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 wellbeing and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

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.

CLA's Privacy Policy CLA's privacy policy is available to be viewed on our website.

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].

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.

Wellness at CLA Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.