CLA (CliftonLarsonAllen)

Accounting Manager

• Support in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.
• Process or record accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Prepares account reconciliations of moderate to entry-level work (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals).
• Prepares, understands, and reviews financial statements (basic to moderate).
• Support the preparation of general ledger, cashflow, allocations, etc.
• Aids in the preparation of sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.

Accounting Analyst – Nonprofit Industry

• Serve tax exempt clients in the Healthcare, Higher Ed, and Nonprofit industries in a high impact manner, demonstrating command of a major area of specialization.
• Demonstrate deep technical skills and have the above related industry knowledge.
• Excel at engagement management and operational excellence.
• Assist clients with meeting their tax and day to day compliance needs.
• Research and draft technical tax memoranda on various tax issues for clients.
• Review and sign a variety of exempt organization returns and serve as a subject matter expert when appropriate.
• Develop and mentor staff and oversee client engagement teams.

Principal/Signing Director – National Exempt Tax

Insurance

• Build and expand trusted-advisor relationships with nonprofit executives and boards.
• Drive business development by growing a book of business, expanding client relationships, and actively engaging in the nonprofit community.
• Lead and oversee nonprofit assurance engagements, ensuring quality, compliance, and timely delivery.
• Manage engagement scope, fees, budgets, and deadlines while maintaining strong client communication.
• Serve as the primary client relationship owner and trusted advisor.
• Review financial statements and workpapers to ensure accuracy and adherence to professional standards.
• Provide overall engagement leadership, including staffing, risk management, and quality control.
• Mentor and develop high-performing teams; provide coaching and performance feedback.

Assurance Principal – Nonprofit

Controller

• 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.

CAAS Controller – Nonprofit

Financial Planning and Analysis

• Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives.
• Partner with local leaders on CAAS go-to-market strategies and partner with others to respond to market opportunities.
• Serve as the main point of contact to the Managing Principal Office related to service level questions.
• Engage with the local CAAS team supporting CLA’s Better Together culture.
• Partner with Industry Team Leaders to drive impeccable client service.
• Perform CFO functions as part of the client’s accounting services team.
• Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
• Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
• Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
• Lead financial administration, planning, and budgeting.
• Oversee longer-term budget planning and cost management.
• Monitor progress of budgets and presents operational metrics.

CFO – Construction

• Client Service: Develops an understanding of each client’s business/organization operations.
• Day to Day Transactions: Leads coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.
• Month End Processing: Coordinates and reviews account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.)
• Other Quarterly/Annual Processing: 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.

Senior Accounting – CAAS, Professional Services Industry

• 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 – Nonprofit

Artificial Intelligence

• Lead the design and delivery of AI strategy engagements, including AI opportunity identification and prioritization.
• Operating model and capability design.
• AI governance, risk, and responsible AI frameworks.
• Roadmaps for AI adoption, scaling, and value realization.
• Translate complex AI concepts (e.g., generative AI, agentic systems, automation) into clear executive-level insights and decisions.
• Advise clients on aligning AI initiatives with business strategy, risk tolerance, regulatory considerations, and organizational readiness
• Own projects end-to-end, from scoping and planning through delivery and executive readout.
• Serve as the primary day-to-day client lead, managing scope, timelines, quality, and outcomes with minimal oversight.
• Coordinate with cross-functional teams (data science, engineering, risk, legal, cyber, operations) as needed to deliver integrated solutions.
• Proactively identify risks, dependencies, and decision points; escalate thoughtfully and early when required.
• Contribute to the development of AI frameworks, methodologies, accelerators, and points of view.
• Stay current on AI trends, regulations, and industry use cases; synthesize insights into practical guidance for clients and internal teams.
• Support business development through proposal contributions, client conversations, and thought leadership materials.
• Build trusted relationships with senior client stakeholders (Director, VP, C-suite).
• Identify follow-on opportunities and help shape future engagements based on client needs.
• Act as a visible representative of the firm’s AI capabilities and perspective.

AI Strategist

Billing Specialist

• Collaboration: Collaborate and communicate with CRLs and their engagement teams on a regular basis in order to gain knowledge on billing expectations related to specific industry standards and individual job progress.
• Responsible for continual analysis of past billing and current trends in order to actively participate in billing discussions, up to and including, providing suggested amounts to bill for both standard and out of scope work.
• Information Management: Maintain accurate billing records and files. Continual review of billing information to identify any discrepancies or errors. Work with internal teams to identify and correct any discrepancies or errors.
• Delegate work, as appropriate, to Coordinators. Review and assist Coordinators with complex errors and difficult accounts.
• Analysis: Stay up-to-date on industry regulations and trends across the firm related to client billing. Compare and analyze billing rates and job specifics across the firm to ensure industry consistencies and standards are met. Analyzes billing and complex accounts to help find opportunities for improvement and optimization.
• Processing: Process and monitor invoices to ensure accuracy and completeness. Work with CRLs and engagement teams to ensure out of scope activities are properly billed. Prepare and submit reports on billing activities and trends.
• Practice Management: Involvement on other billing-related matters, as needed. May collaborate and assist on items such as new client setup, data validation, creation and maintenance of Billing Schedules. Continually monitor prepaid, installment, and scheduled bills for client WIP consumption.
• Client Service Support: Partners with CLA team members to gather additional information, as needed. Takes the lead on responding to customers’ inquiries and requests regarding billing discrepancies and issues. Communicates updates and logistics to internal clients.
• Revenue Cycle Management: Assist with matters related to the entire revenue cycle such as A/R posting, data management updates, A/R adjustments, A/R helpdesk, ad hoc client expense entries, etc. as needed.
• Financial Analysis: Follows up on aging A/R with engagement leaders, which may include direct interaction with clients. Actively follows up with engagement leaders on large work in process (WIP) jobs that need to be billed.
• Supports the Managing Principals, CRLs, Operations Directors, and Central Billing team members with proactive analysis of production, profitability, and overall financial performance on a weekly basis. Assists with implementation of firm-wide financial processes and initiatives. Assist with audits and other projects, as needed.
• Training: Provides day-to-day assistance to Coordinators within the team. Provide training to team members on new processes and procedures. Assist in training of Central Billing new hires. Assist in development of and maintenance of training materials and resources for team. Assist with Firm-wide training of new systems, resources, and processes.

Central Billing Coordinator II

• Review fixed asset detail documents submitted by clients required for property tax renditions
• Work with client and property tax team to resolve identified data issues
• Receive training on Avalara software
• Utilize Avalara to prepare and review property tax renditions
• Work with clients from multiple industries, including but not limited to Manufacturing, Distribution, Retail & Healthcare
• Complete tax-related research and special projects as needed
• Review and resolve property tax notices received from Assessors
• Identify discrepancies where filing an appeal may be required
• Develop and train team associates and interns to help them build inspired careers
• Work with many great clients to help them resolve complex issues and get results

Senior Property Tax

• Work with client and sales tax team to resolve identified data issues
• Receive training on Avalara software
• Utilize Avalara to prepare and review sales tax returns
• Work with clients from multiple industries, including Manufacturing, Distribution, Retail & Healthcare
• Complete tax-related research and special projects as needed
• Review and resolve sales tax returns
• Identify Nexus issues and discrepancies where filing a return may be required
• Develop and train team associates and interns to help them build inspired careers
• Work with many great clients to help them resolve complex issues and get results

Senior Sales Tax Outsourcing

• Manage and develop relationships with great clients.
• 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 prepared by staff.
• Periodically review engagement progress to determine whether all phases of the engagement are being carried out properly.
• Review time budgets and deadlines, provide ongoing attention to client’s management, and attend final client meetings.
• Communicate with managers and staff regarding engagement status, client problems, findings, and recommendations.
• Assist clients in obtaining necessary funding to continue to positively impact their community.
• Assist clients with meeting their audit and financial planning objectives by using a range of tools.
• Be creative with staff development, mentoring, and overseeing client engagement teams.
• Lead the engagement progress by monitoring time budgets and deadlines for adherence.

Assurance Principal – Healthcare & Life Sciences

• Research and advise on multistate sales and use tax issues, including nexus, taxability, and exemptions to minimize client exposure.
• Lead and support compliance engagements — return preparation, voluntary disclosure agreements, and audit defense across multiple jurisdictions.
• Identify tax savings opportunities and communicate actionable insights to clients in clear, business-friendly language.
• Manage engagements from scoping through delivery, with increasing ownership of timelines, budgets, and client relationships.
• Partner across CLA service lines — income tax, property tax, credits & incentives — to deliver integrated solutions.
• Leverage technology and automation to drive efficiency, accuracy, and a best-in-class client experience.
• Grow your expertise through CLA's SALT training programs, hands-on client work, and exposure to complex multistate issues.
• Mentor associates and interns, helping build a high-performing, collaborative SALT team.

Senior Sales Tax Consultant

Director

• Lead client engagements to define and execute change management strategies aligned to strategic objectives, business priorities, and organizational risk across large-scale process, data, technology, and digital transformations.
• Assess change scope, complexity, and organizational readiness to determine appropriate change approaches, sequencing, and risk mitigation strategies.
• Design and oversee client-specific, employee-focused change strategies that drive adoption, utilization, and proficiency with new ways of working.
• Facilitate executive- and leadership-level workshops (e.g., enterprise change prioritization, readiness assessments, leadership alignment) to strengthen sponsorship, accountability, and decision-making.
• Oversee development and execution of integrated change plans, including change, communication, and training strategies aligned to program governance and delivery timelines.
• Monitor and evaluate the effectiveness of change efforts across sponsorship, stakeholder engagement, communications, training, resistance management, coaching, and reinforcement.
• Direct the creation and management of change roadmaps, timelines, and plans with a clear focus on sustained behavioral and operational change.
• Advise and coach client leaders and CLA project teams on best practices for leading change, managing resistance, and sustaining outcomes.
• Track adoption metrics, change risks, and outcomes; adjust strategies to maximize long-term value realization and business impact.
• Provide oversight, guidance, and quality review for work performed by Senior- and Associate-level change practitioners.
• Build and maintain trusted relationships with senior client stakeholders while clearly demonstrating the business impact of change management efforts.
• Directly manage a team of organizational change managers by setting clear expectations, providing regular feedback, and supporting professional development and performance management.

Digital Organizational Change Management Consulting Director

Client Services Representative

• Support the Wealth Advisory Investment Advisory team on a national level.
• Handle client service matters through timely and efficient communication, processing of client paperwork and client requests.
• Ensure client paperwork is in good order and work with operations to correct any not in good order paperwork.
• Manage and resolve routine client questions and service requests.
• Add new features to existing accounts.
• Track account transfers and provide updates to relevant parties.
• Act as Peer Advisors for new CSC team members.