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CLA (CliftonLarsonAllen)

Director, Operations

CLA (CliftonLarsonAllen)

Operations Director leading transformation, standardization, and automation initiatives for CLA, a national professional services firm. Driving CAAS growth, client service improvement, KPI reporting, and organizational change.

Posted 8/21/2026full-timeDallas • Florida, Texas, Wisconsin • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in leading transformation initiatives, developing standardized processes, and implementing change management strategies to enhance client service delivery and satisfaction. Strong background in project management, performance metrics analysis, and collaboration with senior leadership and stakeholders.

Highest-signal resume keywords
Transformation Strategy DevelopmentProject ManagementChange ManagementClient Service ImprovementPerformance Metrics Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills
Process StandardizationAutomationProcess DocumentationKPI MeasurementImplementation Planning
Soft Skills
CollaborationCommunicationLeadership
Industry Keywords
Public AccountingProfessional ServicesFinanceCLA ProcessesBusiness Management

About the role

Key responsibilities & impact
  • Lead specific initiatives supporting the strategic goals of CLA and CAAS
  • Work with firm-wide senior leadership and CAAS leadership to develop and implement transformation strategies
  • Prioritize centralization, standardization, and automation to support CAAS growth and increase CLA’s market share
  • Improve client service delivery and satisfaction and enhance the CLA family experience
  • Monitor and evaluate transformation outcomes and provide feedback and recommendations for improvement
  • Lead development of standardized processes, process documentation, and transformation-process training across the firm
  • Deliver training to practitioners and champions as needed
  • Develop implementation plans that encourage initiative adoption and foster change management
  • Collaborate with SMEs and business stakeholders across the Matrix and CLA family
  • Enforce existing process standards, identify problematic areas, and recommend solutions
  • Oversee and lead project management teams, assigning tasks as needed
  • Lead annual transformation projects
  • Identify and consult with subject matter experts for project initiatives
  • Own and regularly assess CAAS Transformation adoption
  • Communicate changes, impact, expectations, and feedback to senior leadership
  • Lead measurement, reporting, and analysis of key performance metrics (KPIs)
  • Coordinate with other firm areas to monitor success metrics

Requirements

What you’ll need
  • 7 years of public accounting, professional services or finance experience in industry experience required
  • 12+ years of public accounting, professional services or finance experience in industry experience preferred
  • Advanced technical knowledge of CLA processes is preferred
  • Bachelor's degree is required
  • Master's degree is preferred
  • Combination of relevant experience, education, and training may be accepted in lieu of degree
  • Degrees in Accounting, Finance, Business Management or related field preferred

Benefits

Comp & perks
  • Health insurance
  • Dental insurance
  • Vision insurance
  • 401(k)
  • Comprehensive benefit options supporting physical, financial, social, and emotional well-being