CLA (CliftonLarsonAllen)

Director

• Interact and collaborate with others across all levels of the Firm and on occasion with clients
• Perform the quality control review of assurance engagements
• Analyze observations and findings, perform root cause analysis, and proactively collaborate to develop process improvements
• Be a technical resource for engagement teams assisting in research and consultation for the application of professional standards and generally accepted accounting principles
• Assist in development and maintenance of assurance methodology and practice aids for implementation of new standards and related learning
• Develop thought leadership for internal and external users

Audit Director – National Assurance, Non-Profit

Audit Director – National Assurance, State and Local Government

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 training.
• Maintain knowledge of the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Assistant Controller – CAAS, State and Local Government

Accounting Manager

• Develops an understanding of each client’s business/organization operations.
• Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Completes complex account reconciliations (investments, debt, industry specific, etc.)
• Prepares, understands, and reviews financial statements (basic to complex.)
• Reviews general ledger, cashflow, allocations, etc.
• Proactively creates process and procedure documentation and builds their own backup.
• Completes sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts.
• Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant, CAAS – State and Local Government

• 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 – CAAS, State and Local Government

Financial Planning and Analysis

• 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.

Chief Financial Officer, Fund Administration

• Financial Planning: Build powerful, end-to-end financial plans that drive real client decisions. Use firm-approved tools to craft integrated strategies across retirement, cash flow, insurance, estate, tax, and investments. Turn complexity into clarity through advanced modeling, scenario analysis, and stress testing. Partner directly with Wealth Advisors and Senior Wealth Advisors to deliver timely, high-impact planning solutions that elevate client conversations and outcomes—while maintaining the highest standards of accuracy and compliance.
• Investments/Insurance: Analyze investment and insurance information to support smart, goal-aligned recommendations within each client’s total financial plan. Assist Wealth Advisors in evaluating strategy design, portfolio oversight, and long-term progress. Track trends, synthesize data, and help shape planning strategies that keep clients confidently moving toward their goals.
• Internal Advisor Support: Partner with Wealth Advisors to solve complex planning challenges, anticipate servicing needs, and prepare polished financial plans for client meetings. Sharpen plan presentation skills and help elevate advisor-client discussions. Drive innovation within the Financial Planning Center by identifying ways to improve efficiency, accuracy, and scalability. Leverage modern planning software and emerging technology to streamline workflows and maximize impact.

Associate Wealth Advisor – Financial Planning Center

• Serve as a key contributor in CLA’s VFLI team collaborating with clients on business and intangible asset valuations for financial reporting, tax reporting, transactions, and strategic planning.
• Perform valuations of business enterprises, intellectual property, intangible assets, common and preferred stock, and other securities.
• Assist clients with financial reporting, mergers and acquisitions, gift and estate tax reporting, and litigation support.
• Provide valuation support for Forensic, Litigation and Investigative assignments.

Business Valuation Director

• Assume leadership of the existing MSP function, including team, clients, and active engagements
• Assess and enhance current service delivery processes, tooling, and performance
• Standardize service offerings, SLAs, and delivery methodologies
• Implement and mature ITSM best practices (incident, problem, change management)
• Ensure consistent, high-quality delivery across all managed service engagements
• Define and track KPIs (SLA adherence, response/resolution times, client satisfaction, etc.)
• Establish governance, reporting, and continuous improvement processes
• Act as an executive escalation point for key client issues
• Define and execute a roadmap for incorporating automation and AI-driven capabilities into MSP delivery
• Identify opportunities to leverage AI for service desk optimization (e.g., intelligent ticket routing, virtual agents, predictive issue resolution)
• Drive adoption of automation tools to reduce manual effort and improve response times
• Evaluate emerging technologies (AIOps, copilots, predictive monitoring) to enhance service quality and efficiency
• Define and execute a growth strategy for the MSP offering
• Partner with sales and account teams to expand services within existing clients and win new business
• Develop scalable, packaged service offerings aligned to market demand, including next-generation, AI-enabled managed services
• Support or own revenue targets tied to managed services growth
• Manage financial performance of the MSP, including revenue, margin, and cost structure
• Refine pricing models, contracts, and service packaging
• Identify opportunities to improve efficiency and profitability through automation and standardization
• Lead, mentor, and scale the MSP team, building depth across service areas
• Evaluate current team structure and implement improvements as needed
• Establish clear roles, career paths, and performance expectations
• Upskill the team on automation, AI tools, and modern service delivery approaches
• Drive a culture of accountability, innovation, and client focus
• Evaluate and optimize MSP tooling (RMM, PSA, monitoring, automation platforms)
• Manage relationships with key vendors and partners
• Identify opportunities to introduce AI-enabled tooling and advanced automation platforms to improve service delivery

Director – IT Managed Services

Architect

• Lead the architecture, design, and development of core application frameworks and supporting tooling to meet business needs.
• Collaborate with cross-functional teams, including business analysts, project managers, and other developers, to define technical requirements and deliver effective solutions.
• Establish and promote best practices for coding standards, design patterns, secure development, and software delivery workflows.
• Mentor and guide junior developers, providing technical oversight and support for professional development.
• Conduct code reviews and ensure the quality, performance, and security of application frameworks.
• Own and evolve the development toolchain (e.g., source control workflows, CI/CD, code quality, security scanning) and evaluate new technologies to improve reliability and developer productivity.
• Design, standardize, and maintain CI/CD pipelines and release automation to support repeatable deployments across environments.
• Partner with platform/operations teams to define environment standards and automate provisioning using infrastructure-as-code and configuration management tools.
• Enable container-based development and deployments by defining patterns, templates, and operational practices for Docker and Kubernetes-based workloads.
• Implement and maintain monitoring, logging, and alerting standards; develop dashboards and reporting that support operational visibility and rapid incident response.
• Troubleshoot and resolve complex technical issues related to framework architecture and application integration.
• Document framework designs, architecture decisions, and development processes for future reference and team knowledge sharing.
• Ensure compliance with organizational policies, industry standards, and regulatory requirements.
• Utilize a consistent framework development approach across products/projects by providing standards, templates, and guidance to improve delivery quality and repeatability.
• Manage and oversee the framework team velocity, issues, risks and bottlenecks and related projects.

DevEx Architect

• 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

Administration

• Primary responsibility for investor services aspect of client relationships and service delivery
• Develop best practices and procedures for onboarding of clients and client deliverables
• Provide oversight and development of investor services team members
• Perform review of investor subscription documents for completeness
• Perform KYC/AML review of investor subscription documents
• Ability to review and understand offering documents, such as LPA and PPM, of private equity funds
• Work with various software platforms to lead the setup and management of Investor Portals
• Identify and report risk issues and develop appropriate controls to mitigate risk issues
• Identify areas for creating operational efficiencies and complete special projects as needed
• Liaise with internal fund administration team and lead Investor Services aspect of client meetings