CLA (CliftonLarsonAllen)

Accounting Manager

• Develop 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.
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals).
• Complete complex account reconciliations (investments, debt, industry specific, etc.).
• Prepare, understand, and review financial statements (basic to complex).
• Reviews general ledger, cashflow, allocations, etc.
• Proactively create process and procedure documentation and build their own backup.
• Complete 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.
• May supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Assist with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant – CAAS, Manufacturing Industry

• 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

Accounts Payable

• Learns to handle multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Processes Accounts Payable, and Cash Disbursements.
• Completes Form 1099s.
• Interact with engagement teams to meet deadlines.

Accounts Payable Analyst

• Develop 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.
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Complete complex account reconciliations (investments, debt, industry specific, etc.)
• Prepare, understand, and review financial statements (basic to complex.)
• Reviews general ledger, cashflow, allocations, etc.
• Proactively create process and procedure documentation and build their own backup.
• Complete 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.
• May supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Assist with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant, Agribusiness, Food and Beverage Industry

Financial Planning and Analysis

• Assist in managing a team of 8 - 10 accounting and finance professionals to deliver outsourced accounting solutions to clients.
• Provide CFO consulting services yourself.
• Frequently partner 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.
• Monitor progress of budgets and present operational metrics.
• Develop full knowledge of GAAP and deep understanding of financial and operational aspects of specific industries.
• Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
• Manage cash flow and forecasting, directing financial accounting.
• Manage capital planning, risk management, and board of director interactions.
• Effectively manage multiple client engagements.
• Build strong client relationships and become a key member of client management teams.

CFO – CAAS

Controller

• Develop internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinate and directs 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 evaluates 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.

Controller – Manufacturing Industry

• Act as the Controller for the designated clients you service.
• Take on the role of 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 and attend industry-leading events and trainings.
• Maintain knowledge of the client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• Advise management on short-term and long term-financial objectives, policies, and actions.

Controller – Nonprofit Industry

• Lead a team of tax and industry professionals to deliver tax compliance and consulting services, including mentoring the team to get to know and help their clients by developing a deep understanding of their businesses and delivering the firm’s services to fully meet client’s needs.
• Assume full responsibility for all services for clients in a book of business.
• Review and sign engagement letters, discuss the nature and terms of assignments with clients and staff, and approve fees.
• Review and approve work papers and tax returns prepared by staff.
• Review and sign client deliverables.
• Keep current on tax law changes.
• Actively develop new business and expand services to existing clients.
• Demonstrate commitment to the firm through a willingness to devote time to the practice.

Tax Principal – Real Estate

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

Assistant Controller, Real Estate Industry

• Develop 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.
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and payroll transactions.
• Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals).
• Complete complex account reconciliations (investments, debt, industry specific, etc.)
• Prepare, understand, and review financial statements (basic to complex).
• Reviews general ledger, cashflow, allocations, etc.
• Create process and procedure documentation and build backup.
• Complete sales tax returns, audit workpapers, and other forms or items as requested by clients.
• Oversee workflow and quality of work of Associates and Analysts.
• Assist with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant, CAAS - AFB, Manufacturing and Logistics Industry

Insurance

• Become an EBP service professional and attend industry leading events and trainings.
• Gain knowledge of ERISA and IRS regulations.
• Foster and build opportunities for our clients, communities, and people through paid volunteer hours.
• Develop and train team members to help them build inspired careers.
• Be given opportunities to lead client engagements.
• Benefit from the opportunity to work with many great clients and service providers.
• Learn retirement plan compliance issues and solutions to help our clients.
• Be given the opportunity to become a well-rounded EBP professional with audit, tax and consulting experiences.
• Develop strong project management skills.

Senior Assurance – Employee Benefit Plans

• Working closely with leadership to help drive SALT growth both internally and externally, with a focus on income/franchise consulting and compliance projects.
• Manage SALT income/franchise projects while identifying opportunities for client growth and risk mitigation.
• Represent clients in negotiations with taxing authorities in connection with income/franchise tax audits.
• Develop, recruit and grow regional staff (associates and senior associates).

Income Franchise Tax Manager/Director

Director

• Review and advise on planning, documentation and controversy issues associated with all types of intercompany transactions.
• Help companies accurately reflect and monitor transfer pricing in their financial systems.
• Assist with transfer pricing projects for global supply chain.
• Provide a fully integrated approach to transfer pricing by preparing documents and assisting in defending transfer pricing in audits.
• Model financial outcomes, valuing intangible assets and developing practical planning approaches.
• Train associate/senior associates on the team.
• Maintain technical expertise by staying current with changes in industry and legislation.
• Participate in local office and firm wide business development opportunities.

Manager/Director – Transfer Pricing

• Serve clients in a high impact manner, demonstrating command of a major area of specialization.
• Demonstrate deep technical skills and general industry knowledge.
• Excel at engagement management and operational excellence.
• Drive the global tax provision process and coordinate with specialists.
• Lead engagement teams and provide technical instruction.
• Manage client relationships and engagement metrics.
• Coordinate staffing with peers.
• Assist with business development opportunities.
• Travel expectation is 0% - 10%.

Senior Accountant – CAAS, Manufacturing Industry

Accounting Consultant – Engagement Director

Accounts Payable Analyst

Senior Accountant, Agribusiness, Food and Beverage Industry

CFO – CAAS

Controller – Manufacturing Industry

Controller – Nonprofit Industry

Tax Principal – Real Estate

Assistant Controller, Real Estate Industry

Senior Accountant, CAAS - AFB, Manufacturing and Logistics Industry

Controller – Nonprofit Industry

Senior Assurance – Employee Benefit Plans

Income Franchise Tax Manager/Director

Manager/Director – Transfer Pricing

Manager/Director – National Accounting for Income Taxes