CLA (CliftonLarsonAllen)

Software Engineer

• Lead the development of the Microsoft Dynamics CRM database to support the marketing technology stack and business processes as directed by the Marketing Technology Manager and CRM Product Owner.
• Review and create CRM customizations including: Form/entity updates, Business process flows, Plugins, Javascript/HTML PowerApps solutions, Power Automate flows, Custom HTML interfaces (web resources), Data integrations/migrations, SQL updates And various reporting technologies like Power BI and SSRS
• Own processes driven and dependent on the Microsoft Dynamics CRM database, including support, maintenance, documentation, enablement, and enhancements.
• Troubleshoot data integrity, errors, and Microsoft Dynamics CRM performance issues.
• Pressure testing of development for scalable solutions.
• Partner with Product Owner, marketing automation team, analysts, and Marketing Technology Manager for developing reporting and streamlined business processes.
• Act as a lead for developers and provide oversite and recommendations on development.
• Act as a change agent by identifying and implementing appropriate improvements ensuring processes are automated and can scale at an enterprise level. This also includes staying current with technology and cloud trends.
• Translate and design solutions for business requirements / user stories based on direction from Product Owner

Lead Dynamics CRM Developer

Engineer

• Executes the implementation and maintenance of complex Identity & Access Management (IAM) infrastructure.
• Responsible for the planning and execution of projects and programs from an IAM perspective, ensuring they meet business requirements, security standards and deadlines.
• Automate and optimize IAM processes.
• Integrate Entra ID with enterprise systems and third-party applications
• Collaborate with cross-functional teams to support and drive IAM program goals.
• Monitor and troubleshoot IAM infrastructure, ensuring optimal performance, reliability and security.
• Document and maintain comprehensive IAM infrastructure designs and processes.
• Implement and enforce best practices for IAM security, compliance and governance.
• Mentor junior team members.
• Participate in an on-call rotation.

Senior Identity Access Management Engineer

Controller

• Ensure full compliance with federal, state, and institutional financial aid regulations, including Title IV programs.
• Maintain up-to-date knowledge of changing regulations and implement necessary policy updates.
• Oversee the processing of student financial aid applications, verification, and awarding.
• Manage disbursement schedules and reconciliation of funds with the Business Office.
• Provide clear guidance to students and families regarding financial aid options, eligibility, and application processes.
• Develop communication strategies to improve understanding and engagement.
• Maintain accurate records in compliance with audit requirements.
• Prepare and submit required federal, state, and institutional reports (e.g., FISAP, IPEDS).
• Partner with Enrollment Management and Finance teams to align financial aid strategies with institutional goals.
• Recommend improvements to processes, technology, and student experience.

CAAS Controller – Higher Education, Student Financial Aid

Implementation Specialist

• Setup system and configure according to customer requirements
• Train end users on the Acumatica system
• Assist customers with data conversions
• Develop reports and dashboards utilizing the Acumatica tools
• Setup and configure third party integration tools
• Participate in multiple engagements simultaneously while ensuring deadlines and quality are met
• Provide technical support to clients as needed

Senior Acumatica Implementation Consultant

Client Services Representative

• Provide advanced technical support and resolve complex issues for clients, as well as training, on BILL.
• Serve as a point of escalation for team members and ensure timely issue resolution.
• Support the Sales function in ensuring that customer renewals are manage effectively and efficiently through strong customer engagement.
• Work closely with clients to understand their needs and provide tailored solutions, including identify and qualify potential opportunities for CLA digital products and services, as well as other seamless opportunities within CLA.
• Follow up with clients to ensure timely and effective resolution of escalated issues.
• Manage and analyze incident logs to identify trends and improvement opportunities.
• Mentor and train team members, sharing knowledge and best practices.
• Collaborate with the internal teams to identify and resolve software bugs.
• Lead the creation and maintenance of technical documentation.
• Act as a liaison between clients and internal teams to ensure effective communication.
• Act as a subject matter expert on products and services.

Senior Client Support

• Setup system and configure according to customer requirements.
• Train end users on the Intacct system.
• Assist customers with data conversions.
• Develop reports and dashboards utilizing the Intacct tools.
• Setup and configure third party integration tools.
• Participate in multiple engagements simultaneously while ensuring deadlines and quality are met.
• Provide technical support to clients as needed.

Senior Sage Intacct Implementation Consultant

Director

• Acts as a strategic thinker and problem solver for the business software team to clearly articulate complex topics
• Coordinates and/or resolves business software problems directly with clients or as an expert resource for the business software team
• Oversees technical aspects of development and implementation of business software solutions for clients
• Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions
• Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects
• Proactively seeks opportunities to build relationships through marketing or other networking efforts
• Leverages existing relationships to promote new services to current clients, generates client referrals, and builds new relationships
• Works with local offices to ensure understanding of new initiatives, consistency, and compatibility with business software solutions delivery capabilities
• Develops improvement programs to enhance business software consulting capabilities and grow existing services

Consulting Director – Post Implementation

• Acts as a strategic thinker and problem solver for the business software team to clearly articulate complex topics.
• Coordinates and/or resolves business software problems directly with clients or as an expert resource for the business software team.
• Oversees technical aspects of development and implementation of business software solutions for clients.
• Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions.
• Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects.
• Proactively seeks opportunities to build relationships through marketing or other networking efforts.
• Leverages existing relationships to promote new services to current clients, generates client referrals, and builds new relationships.
• Works with local offices to ensure understanding of new initiatives, consistency, and compatibility with business software solutions delivery capabilities.
• Develops improvement programs to enhance business software consulting capabilities and grow existing services.

Consulting Director – Construction

Accounting Manager

• 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

• Lead the implementation and continuous improvement of advanced IAM infrastructure across cloud and on-premises environments.
• Own the planning and execution of IAM initiatives, ensuring they meet evolving business needs and compliance requirements.
• Architect and automate IAM processes to enhance efficiency, scalability, and security posture.
• Collaborate with cross-functional stakeholders to align IAM strategies with enterprise goals.
• Leads integration of Entra ID with enterprise systems and third-party applications
• Oversee monitoring, troubleshooting, and performance of IAM systems
• Maintain and evolve comprehensive documentation of IAM architecture, processes, and governance frameworks.
• Champion IAM security best practices, compliance standards, and governance policies.
• Provide technical mentorship and leadership to junior team members.
• Participate in and help coordinate the on-call rotation for IAM support.

Lead Identity Access Management Engineer

• Acts as a strategic thinker and problem solver for the business software team to clearly articulate complex topics.
• Coordinates and/or resolves business software problems directly with clients or as an expert resource for the business software team.
• Oversees technical aspects of development and implementation of business software solutions for clients.
• Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions.
• Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects.
• Proactively seeks opportunities to build relationships through marketing or other networking efforts.
• Leverages existing relationships to promote new services to current clients, generates client referrals, and builds new relationships.
• Develops improvement programs to enhance business software consulting capabilities and grow existing services.

Consulting Director – Healthcare

Acumatica Consulting Director

Technical Project Manager

• Acts as a strategic thinker and problem solver for the business software team to clearly articulate complex topics.
• Coordinates and/or resolves business software problems directly with clients or as an expert resource for the business software team.
• Oversees technical aspects of development and implementation of business software solutions for clients.
• Monitors action plans for multiple projects and delegates assignments based on individual team member strengths and passions.
• Works with the Business Software Services Manager to review, correct course, and provide quality assurance for projects.
• Proactively seeks opportunities to build relationships through marketing or other networking efforts.
• Works with local offices to ensure understanding of new initiatives, consistency, and compatibility with business software solutions delivery capabilities.
• Develops improvement programs to enhance business software consulting capabilities and grow existing services.

Technical Project Manager – Sage Intacct

• Prepares individual, corporate, partnership, and other tax returns
• Performs audit, review, compilation, and other assurance services
• Supports multiple client engagements on time and within budget
• Completes research and special projects as needed

Tax and Audit Intern

• Prepares individual, corporate, partnership, and other types of tax returns
• Performs audit, review, compilation, and other assurance services
• Gains experience, exposure, and knowledge of procedures, workpapers and systems
• Supports multiple client engagements on time and within budget
• Completes research and special projects as needed