CLA (CliftonLarsonAllen)

Financial Planning and Analysis

• Become part of the leadership of a team of tax and industry professionals to deliver tax advisory and consulting services
• Assume the role of industry tax leader for the financial services group
• Lead and manage tax engagements for financial services clients, including banks, insurance companies, investment funds, and specialty finance entities
• Develop new business and expand services to existing clients
• Keep current on tax law changes

Tax Principal – Banking and Specialty Finance

Controller

• Perform Assistant Controller functions as part of the client’s accounting services team and manage these functions for your clients.
• Act as a consultant and advisor to your clients on best practices for accounting and finance-related engagements.
• Provide project management expertise by managing multiple clients, work, and deadlines.
• Prepare and analyze client financial statements and make recommendations.
• Foster and build opportunities for our clients, communities, and people.
• Become an industry professional and attend industry-leading events and trainings.
• Maintain knowledge of the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Assistant Controller – State and Local Government

Assistant Controller – CAAS, Nonprofit

Business Analyst

• Collaborate with business groups to identify, document and communicate business needs and provide IT solutions
• Perform current state analysis of existing business systems, applications and functions
• Document, analyze and assess current business processes and underlying systems/applications
• Facilitate requirements elicitation sessions and walkthroughs with business and IT resources
• Answer questions and clarify requirements for projects and enhancements during the estimation process
• Produce timely and high-quality requirements-related work products, including requirement specifications, process flows, mock-ups and qualifications
• Collaborate with other departments and IT to develop business cases associated with new project requests
• Plan, facilitate and execute system/functional testing and UAT for projects and enhancements

Senior IT Business Analyst

Accounting Manager

• Develops an understanding of each client’s business/organization operations.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinates and reviews account reconciliations.
• Completes complex account reconciliations.
• Prepares, understands, and reviews financial statements.
• Reviews general ledger, cashflow, allocations, etc.
• Proactively creates process and procedure documentation.
• Completes sales tax returns and Form 1099s.
• Oversees workflow and quality of work of Associates and Analysts.
• Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accounting, Nonprofit Industry

• Preparation and review of foreign tax filings such as forms 5471, 5472, 1116, 8992, 8858, 8865, 8938, 3520, FBAR and other U.S. international tax forms.
• Working knowledge of federal and multi-state corporate, partnership and individual tax returns (Forms 1065, 1120, 1120-S and 1040) as well as consolidated returns.
• Possess strong knowledge of Partnership basis rules.
• Conduct research and draft technical tax memoranda on various tax issues for clients.
• Mentor Associates to help them build inspired careers.
• Learn new software and help develop standardized templates and tools.
• Willingness to learn new tax concepts.

Senior International Tax

• Collaborate with clients to provide customized State & Local Tax advisory services and work closely with other tax team members to identify and research complex income/franchise tax issues.
• Coordinate and lead SALT income/franchise projects including nexus studies; restructuring opportunities; voluntary disclosure agreement proceedings; income/franchise tax compliance; pass through entity tax projects; PL 86-282 studies; and return review for refund opportunities.
• Focus on engagement management and operational excellence.
• Mentor Associates/Staff team members to help them build inspired careers.
• Learn new software and/or help develop standardized templates and tools.
• Willingness to learn new tax concepts.

Senior SALT Income Franchise Tax

• Develops an understanding of each client’s business/organization operations.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinates and reviews account reconciliations.
• Completes complex account reconciliations and prepares financial statements.
• Completes sales tax returns and Form 1099s and prepares audit workpapers.
• Oversees workflow and quality of work of Associates and Analysts.
• Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant – CAAS, Healthcare and Life Sciences Industry

Solutions Engineer

• Define and maintain solution architecture standards and frameworks that guide technology decisions
• Partner with leadership and business stakeholders to design scalable, secure, and cost-effective solutions aligned with firm priorities
• Develop strategic technology roadmaps and forecast emerging trends to inform architecture decisions
• Ensure architecture principles are embedded in enterprise planning and governance processes
• Serve as the primary liaison between firm leaders and technical teams on mission-critical projects
• Translate business requirements into high-level technical designs and system guidelines
• Design and oversee implementation of solution architectures, ensuring compliance with standards
• Enable data-driven solutions by architecting data pipelines that support advanced analytics
• Provide guidance and oversight to technical teams during design and implementation phases
• Review technology initiatives for alignment with architecture principles and recommend improvements
• Maintain comprehensive documentation for architectural initiatives and governance processes
• Champion best practices and enforce compliance with established architecture standards

Senior Solution Architect

• Hire a Controller for our Client Accounting and Advisory Service (CAAS).
• Help clients transform their business with a collaborative approach.
• Mitigate risk, overcome challenges, meet deadlines, and identify personnel needs.

Controller – CAAS, Private Industry

Content Marketing Manager

• Build and manage marketing journeys, emails, segments, forms, templates, and lead scoring models in Microsoft Dynamics 365 Customer Insights-Journeys (CIJ).
• Optimize automation workflows and personalization rules to improve engagement and conversion.
• Diagnose and troubleshoot CRM related failures, including segments, marketing lists, automations, and supporting plugins.
• Support Sitecore Personalize rule creation, updates, and integrations across the digital ecosystem.
• Build and update web components and pages within Sitecore CMS to support personalization, campaigns, and marketing initiatives.
• Maintain the connected content asset library, ensuring accuracy, organization, and ease of reuse.
• Monitor content performance and trigger refresh cycles on a defined cadence to maintain relevance and quality.
• Conduct keyword research and support content planning for campaigns and journey development.
• Stay current on SEO/GEO and help team apply concepts across assets.
• Identify assets that align with targeted audiences, personas, and journey stages.
• Help team use AI effectively in relationship to asset creation.
• Collaborate with external agency on paid content strategy alignment.
• Analyze performance metrics to identify opportunities for content improvement and campaign optimization.
• Help maintain the Digital Asset Management (DAM) system, inputting and validating proper tagging, metadata, and data integrity.
• Monitor data integrity and alignment across MarTech systems.
• Support data hygiene processes like duplicate identification, record validation, and audit checks.
• Support the administration and accuracy of CIJ consent and compliance records, ensuring current and correct consent status.

MarTech and Content Performance Associate

• Assist in managing a team of accounting and finance professionals to deliver outsourced accounting solutions to clients.
• Provide CFO consulting services yourself.
• Monitor progress of budgets and present operational metrics.
• Develop full knowledge of GAAP and deep understanding of financial and operational aspects of specific industries.
• Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
• Manage cash flow and forecasting, directing financial accounting.
• Manage capital planning, risk management, and board of director interactions.
• Effectively manage multiple client engagements.
• Build strong client relationships and become a key member of client management teams.
• Partner with local leaders on CAAS go-to-market strategies and partner with others to respond to market opportunities.

CFO – CAAS, Nonprofit

• Gains ability to handle multiple clients, software, and chart of accounts daily, weekly, and monthly basis.
• Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Completes financial statements.
• Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals.)
• Completes complex account reconciliations that have been previously set up and supported by Senior Associate, Assistant Controller, Controller or CFO.
• Completes sales tax returns, Form 1099s and other forms or items as requested by clients.

Accounting Associate – Nonprofit Industry

• Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
• Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Completes financial statements.
• Coordinates and completes account reconciliations (i.e. bank & credit card reconciliations, prepaids, accounts receivable, fixed assets, accounts payable, accruals).
• Completes complex account reconciliations that have been previously set up and supported by Senior, Assistant Controller, Controller or CFO.
• Completes sales tax returns, Form 1099s and other forms or items as requested by clients.

Accounting Associate, Nonprofit Industry

• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinate and direct the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial information.
• Prepare and/or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies.
• Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations.
• Monitor ratio and key performance indicators (KPI).
• Monitor and evaluates the performance of accounting and other financial staff, recommending and implementing actions.
• Advise management on short-term and long-term financial objectives, policies, and actions.
• Communicate on a regular basis with boards, bankers, investors, constituents, etc.; may include prepping for and/or hosting board presentations.