Chief Financial Officer, Fund Administration

CLA (CliftonLarsonAllen)

. Works with client to set financial policy and is an active participant in, and driver of, the overall strategy.

Posted 5/16/2026full-timeSalt Lake City • Florida, Texas, Utah, Wisconsin • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

Works with client to set financial policy and is an active participant in, and driver of, the overall strategy.
Leads financial administration, planning, and budgeting.
Frequently partners with client’s leadership on operational and strategic issues as they arise, providing recommendations based on financial analysis of projections, cost identification and allocation, and revenue/expense analysis.
Oversees longer-term budget planning and cost management.
Monitors progress of budgets and presents operational metrics.
Ensures financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
Manages cash flow and forecasting, directing financial accounting.
Coordinates audit activities.
Ability to effectively and efficiently manage multiple client engagements.
Builds strong client relationships and becomes a key member of client management team.
Ability to develop key external business network and becomes service and industry thought leader.
Build leadership and problem identification skills.
Learn external lender and investor communications.
Primary focus on internal communications and activities.
Capital planning, risk management, ratio and KPI analysis, and board of directors interactions.
Maintains knowledge of client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Understanding of GAAP and industry related technical specialty.

Requirements

What you’ll need

8 years of relevant accounting and/or financial experience is required.
Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial administrationbudgetingfinancial analysiscost managementcash flow managementforecastingaudit coordinationcapital planningrisk managementGAAP

Soft Skills

client relationship managementleadershipproblem identificationcommunicationstrategic thinkingorganizational skillsnetworkingmulti-client engagement management