Transformation - Senior (In-Office)

CliftonLarsonAllen Wealth Advisors, LLC; Northern (KY); Hybrid; USD 110,000 - 150,000; Full time

Job summary

CliftonLarsonAllen Wealth Advisors, LLC is seeking a Senior - Transformation to join our in-office team. The role supports CLA’s transformation priorities by evaluating, organizing, and advancing opportunities through the business navigation process and by delivering change-management activities that enable adoption and sustainment.

The position requires strong business acumen, experience with governance, roadmaps, and change deliverables, and a collaborative approach to working with

Qualifications

• Bachelor's degree required; related fields acceptable with experience.
• 4 years of professional services or public accounting experience.
• Strong knowledge of change management fundamentals.
• Experience documenting decisions and moving work through a defined process.

Responsibilities

• Review and assess business opportunities and transformation requests.
• Clarify business problems, value, stakeholders, risks, and decisions.
• Support business case readiness with clear summaries.
• Develop change deliverables: assessments, plans, training materials.
• Track opportunities through governance, roadmaps, and status updates.
• Prepare materials for roadmap, governance, and prioritization discussions.

Skills

Business acumen

Change management

Stakeholder engagement

Analytical thinking

Communication

Education

Bachelor's degree in Accounting, Finance, or Business

Job description

## Transformation - Senior (In-Office)Apply: Connection Center-Charlotte,NC: Atlanta, GA: Full time: Posted Yesterday: R18215CLA 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.