Transformation - Senior (In-Office)

CliftonLarsonAllen LLP; Charlotte (NC); On-site; USD 110,000 - 140,000; Full time

Job summary

CLA is seeking a Senior - Transformation to drive and evaluate transformation initiatives across the firm. You will connect early business demand to the right transformation path, clarify needs, assess impacts, and support change management activities that help adoption and sustainment.

The role requires a Bachelor's degree, 4 years in professional services or public accounting, and strong business acumen. Travel is limited to less than 10%.

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. 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.

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.

Skills

Change management

Stakeholder management

Business acumen

Process mapping

Communication

Ambiguity handling

Education

Bachelor's degree

Tools

CLA processes

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 Click here to learn about your hiring rights.

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]

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.

To view a complete list of benefits, click here.

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.

Watch our video to see why people join CLA.

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 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

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.

Click here to learn more about CLA's benefit offerings.

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click here to learn about your hiring rights.

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]