CLA (CliftonLarsonAllen)

Office Leader, CFO – Private Industries

CLA (CliftonLarsonAllen)

full-time

Posted on:

Location Type: Office

Location: Monticello • Minnesota • United States

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Salary

💰 $117,000 - $219,000 per year

Job Level

Senior

About the role

  • Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives.
  • Partner with local leaders on CAAS go-to-market strategies and partner with others to respond to market opportunities.
  • Serve as the main point of contact to the Managing Principal Office related to service level questions.
  • Engage with the local CAAS team supporting CLA’s Better Together culture.
  • Partner with Industry Team Leaders to drive impeccable client service.
  • Perform CFO functions as part of the client’s accounting services team.
  • Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
  • Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
  • Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
  • Lead financial administration, planning, and budgeting.
  • Oversee longer-term budget planning and cost management.
  • Monitor progress of budgets and presents operational metrics.

Requirements

  • 8+ years of experience in an accounting or finance role.
  • Deep industry specialization within either Construction, Manufacturing, or Retail.
  • General knowledge of accounting software.
  • Working knowledge of QuickBooks, Intacct, and Bill.com preferred.
  • Experience in using personal and professional network for business development and proven record of building and managing teams through growth.
  • Bachelor’s degree is required (in accounting, finance, business administration or a related field is highly preferred).
  • Combination of relevant experience, education, and training may be accepted in lieu of degree.
  • CPA not required but highly preferred.
Benefits
  • Flexible PTO (designed to offer flexible time away for you!)
  • Up to 12 weeks paid parental leave.
  • Paid Volunteer Time Off
  • Mental health coverage
  • Quarterly Wellness stipend
  • Fertility benefits

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
financial administrationcapital planningrisk managementKPI analysisbudgetingcost managementaccountingbusiness developmentteam management
Soft skills
client servicecommunicationcollaborationleadershipstrategic thinking
Certifications
CPA