CLA (CliftonLarsonAllen)

Engineer

• 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

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.

Controller – CAAS Healthcare

Financial Planning and Analysis

• 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

Growth Marketing

• Manage a database of prospective clients, nurture prospective client relationships and follow up with all prospects.
• Aggressively research, identify, contact and qualify leads.
• Continuously build and maintain robust pipeline and opportunities.
• Work with CLA offices and personnel to develop, assist and execute Business Development events and activities.
• Work with CLA Senior sales personnel on opportunities in various parts of sales process.
• Lead territory research and development strategy.
• Define and measure event success metrics to increase pipeline growth and lead generation.
• Maintain marketing performance recap, event briefs, event plan, post event notes and metrics.
• Create and maintain event folders and reports.

Digital Growth Associate

• 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

Accounting Manager

• Develops an understanding of each client’s business/organization operations.
• 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.
• Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accounting – CAAS, Nonprofit

Director

• Own the client experience during delivery, act as the main senior contact, resolve challenges
• Lead digital consulting engagements throughout the engagement lifecycle
• Work with client leaders to align CLA’s digital solutions with desired outcomes and strategic goals
• Drive continuous improvement, foster enterprise collaboration, and mentor peers

Digital Engagement Leader – Director

• 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. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accountant – CAAS, Retail Industry

• Build powerful, end-to-end financial plans that drive real client decisions
• Analyze investment and insurance information to support goal-aligned recommendations
• Partner with Wealth Advisors to solve complex planning challenges
• Drive innovation within the Financial Planning Center by identifying ways to improve efficiency

Associate Wealth Advisor

• 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.) 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.
• 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. Supervise and ensure the efficiency and quality of work produced by Associates and Analysts.
• Special Projects: Assists with projects for internal audit, due diligence, system selection, and other consultative projects.

Senior Accounting, CAAS – Higher Education Industry

• Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting.
• Coordinates and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization.
• Prepare financial information.
• Prepare, 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).
• Monitors 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 – Fund Administration

Accountant

• Develops an understanding of each client’s business/organization operations.
• 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.
• Oversees workflow and quality of work of Associates and Analysts. May 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 Fund Accountant – Fund Administration

• Manage a team of 10+ accounting and finance professionals to deliver outsourced accounting solutions to clients.
• Provide CFO consulting services.
• Develop key external business network to grow the CAAS practice.
• Manage internal and external referrals through use of firm customer relationship management software.
• Interact and coordinate with internal client relationship leaders to grow services with existing CLA clients seamlessly.
• Lead proposal writing and presentation efforts as needed.
• Work with clients to set financial policy and drive overall business strategy.
• Monitor progress of budgets and present operational metrics.
• Ensure financial staff maintains financial record systems in accordance with appropriate principles.
• Manage cash flow and forecasting, directing financial accounting.
• Build strong client relationships and become a key member of client management teams.
• Manage Capital planning, risk management, ratio and KPI analysis, and board of director interactions.

Market Facing CFO – Nonprofit Industry

Data Analyst

• Develop service specific knowledge through greater exposure to peers, internal experts, clients, regular self-study, and formal training opportunities.
• Participate in the collection and analysis of data using a variety of data tools.
• Support the building and implementing of solutions for external clients and internal projects.
• Working under the guidance of Data Analytics team leaders to develop custom data models and algorithms to apply to data sets.
• Develop predictive analytics, machine learning, and artificial intelligence techniques.
• Work individually as well as in collaboration with others.
• Take on additional roles beyond technical development and client service.

Senior Data Analyst

• 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.