CLA (CliftonLarsonAllen)

Operations

• Oversee our Wealth Advisory operational infrastructure, ensuring scalability, efficiency, and excellence in client service.
• Drive organizational growth, operational discipline, and alignment with the firm’s fiduciary mission.
• Partner with the Chief Wealth Officer to define and execute the firm’s vision and long-term strategy.
• Oversee daily operations across all business units, including client service, technology, and advisor support.
• Lead, mentor, and develop operational teams.
• Collaborate with the CFO to monitor financial performance and ensure operational decisions support profitability.

Managing Wealth Advisory Director – Strategy and Operations

Director

• Lead the strategic expansion of your region
• Identify high-value markets and elevate advisor talent
• Shape the next generation of wealth leaders through coaching
• Model CLA’s promise and create career paths for advisors
• Serve as a bridge between local market insights and national Wealth strategy
• Strengthen the operational foundation for scalable growth

Regional Director – Wealth Advisory

Controller

• Hire a Controller for the Client Accounting and Advisory Service (CAAS)
• Help clients transform their business with a collaborative approach
• Mitigate risk, overcome challenges, meet deadlines
• Identify personnel to help them with their workforce needs
• Handle pressure in a positive professional manner
• Manage work and key client relationships to exceed client expectations

Controller – CAAS, Restaurant/Retail

• 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 evaluate 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.

CAAS Controller – State and Local Government

Accounting Manager

• 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 – Healthcare 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 Associate, Assistant Controller, Controller or CFO.
• Completes sales tax returns, Form 1099s and other forms or items as requested by clients.

Financial Planning and Analysis

• Client Service: Gains ability to handle multiple clients, software, and chart of accounts daily, weekly and monthly basis.
• Day to Day Transactions: Coordinates & processes accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll.
• Month End Processing: 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.
• Other Quarterly/Annual Processing: Completes sales tax returns, Form 1099s and other forms or items as requested by clients.

Associate, Financial Aid Services – Higher Education

• Review Analyst and Associate work for accuracy, completeness, and adherence to ATS standards across monthly, quarterly, and annual engagements;
• Manage multiple client accounts, proactively monitoring deadlines, coordinating follow‑ups, identifying missing information, and resolving issues to ensure timely, high‑quality deliverables;
• Mentor and develop team members, including Associates and new ATS hires, by providing training, shadowing opportunities, and ongoing feedback that supports skill growth and consistent work quality.
• Strengthen team processes and quality, partnering with ATS leadership to reinforce SOPs, workflows, and review‑readiness expectations.
• Drive process and systems improvements by identifying trends, root‑cause issues, and gaps, and by leveraging accounting systems and automation tools to enhance efficiency, accuracy, and scalability.

Senior Accounting Tax Services – CAAS

• Oversee multiple client accounts and ensure timely completion of monthly, quarterly, and annual deliverables.
• Perform and review bank and credit card reconciliations, proactively resolving discrepancies.
• Prepare and analyze financial statements, maintain general ledger accuracy, and post adjusting journal entries during close activities.
• Review Analysts’ work, providing constructive feedback and supporting their development through training.
• Maintain organized records and follow standardized processes to ensure timely and accurate client support.
• Drive continuous improvement by identifying process enhancements and leveraging technology for efficiency gains.

Associate, Accounting Tax Services – CAAS

IT Support

• Assume full responsibility for planning, supervising, and controlling all phases of the Firm’s regular services for those clients delegated by Principals.
• Assume in-charge responsibility; plan the timing, staffing and execution of assurance engagements to promote the most efficient operation and deliver value to our clients.
• Lead the decision-making process for assigned engagements/clients; keep the Engagement Principal fully informed of major decisions and the engagement progress.
• Develop a responsible and trained team through assistance in recruiting, planning assignments, resolving problems, providing direct consultation to staff, evaluating staff performance, and acting as an instructor or discussion leader in professional development programs.
• Supervise preparation of the engagement letter for approval by the Engagement Principal, discuss the nature and terms of the assignment with the client, estimate fees, and ensure client signs and returns the engagement letter prior to the start of the engagement.
• Evaluate internal controls and audit programs prepared by staff, revise as necessary, and present to the Engagement Principal for approval.
• Follow the engagement progress through monitoring time budgets and deadlines for adherence; communicate important developments to the Engagement Principal along with facts, conclusions, and recommendations; provide ongoing attention to client management; and prepare final client meetings.

Audit Manager/Director

• Lead the strategic expansion of your region—identifying high‑value markets, elevating advisor talent, and strengthening client relationships.
• Shape the next generation of wealth leaders by coaching advisors to ensure they are driving net new AUM.
• Review advisor books of businesses for quality and resource management.
• Recommend advisor compensation given their results and quality elements.
• Expand capacity through strategic hiring and talent development.
• Build a performance culture rooted in accountability.
• Serve as the bridge between local market insights and national Wealth strategy.

Regional Wealth Advisory Director

• Serve as a high-level interim or project-based accounting resource for clients in various industries on accounting, finance, tax, and audit roles (Interim Controller, Financial Reporting Manager, Internal Audit Manager, etc.).
• Design/improve accounting processes such as: monthly close, management and financial reporting, forecasting, consolidations, and system implementations to name a few.
• Take an active and hands-on approach in executing client engagements.
• Have the opportunity to travel – the more open you are to travel, the more opportunities we can present to you!
• Pick and choose your engagements – allow yourself to enjoy your career AND life.
• Have access to full benefits package as an hourly employee.

Accounting Consultant – Engagement Director

• Serve as a key contributor in CLA’s VFLI team collaborating with clients and teammates on business and intangible asset valuations for financial reporting, tax reporting, transactions, strategic planning and other purposes.
• Perform valuations of business enterprises, intellectual property, intangible assets, common and preferred stock and other securities along with complex securities including debt instruments, options, warrants, and other embedded derivatives.
• Assist clients with financial reporting; business/management planning; mergers and acquisitions and dispositions; gift and estate tax reporting; tax planning and restructuring; litigation and dispute support; and strategic planning.
• Provide valuation support for Forensic, Litigation and Investigative assignments as well as our assurance and tax teams.
• Grow valuation skills and experience through hands on training, client interaction and mentoring.

Business Valuation Manager – Director

• Support the coordination of activity with fund companies, fund administrators and internal stakeholders.
• Ensure the day-to-day operation of wealth advisory investments goes smoothly.
• Support the operating needs of licensed brokers and advisors.
• Provide quality services for prospective and existing clients.
• Perform regular data integrity checks within the portfolio accounting system.
• Production of Quarterly Investment Reports for clients.
• Assist in special brokerage, billing, and investment advisory projects as needed.

Billing & Reporting Associate – Wealth Advisory Operations

Customer Success Manager

• Support the CRM operational processes ensuring quality data, functionality, synchronizations, and third-party integrations.
• Provide day to day management of the CRM database including intake, creation, and execution of dashboards, views, data imports, simple customizations & workflows, data clean-up, and provisioning of licenses and roles.
• Provide front-end user support by addressing day-to-day requests and develop documentation and trainings to support usability and adoption.
• Supports processes driven and dependent on the Microsoft Dynamics CRM database, including support, maintenance, documentation, enablement, and enhancements.
• Assists data quality and governance projects on a regular basis.
• Assists data enrichment projects by leveraging third-party data providers, SaaS platforms, and firm-wide synchronizations providing guidance on improvements.
• Investigate, troubleshoot, and escalate data integrity, errors, and Microsoft Dynamics CRM performance issues.
• Pressure testing of development for scalable solutions as directed by the Product Owner and/or Marketing Technology Manager.
• Partner with Product Owner, marketing automation team, analysts, developers, and Marketing Technology Manager for supporting reporting and streamlined business processes.

Managing Wealth Advisory Director – Strategy and Operations

Regional Director – Wealth Advisory

Controller – CAAS, Restaurant/Retail

CAAS Controller – State and Local Government

Accounting Associate – Healthcare Industry

Accounting Associate – Healthcare Industry

Associate, Financial Aid Services – Higher Education

Senior Accounting Tax Services – CAAS

Associate, Accounting Tax Services – CAAS

Audit Manager/Director

Regional Wealth Advisory Director

Accounting Consultant – Engagement Director

Business Valuation Manager – Director

Billing & Reporting Associate – Wealth Advisory Operations

CRM Dynamics Analyst