CLA (CliftonLarsonAllen)

Research Analyst

• Support management of multiple nonprofit clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Process or record accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Prepare account reconciliations for prepaids, accounts receivable, fixed assets, accounts payable, and accruals
• Prepare, understand, and review basic to moderate financial statements
• Support preparation of general ledger, cash flow, and allocations
• Build process backup as directed by leadership
• Assist with sales tax returns and Form 1099s
• Prepare audit workpapers, tax return workpapers, and other client-requested forms or items

Accounting Analyst – Nonprofit Industry

Financial Planning and Analysis

• Work with clients and Financial Services staff to fulfill engagement and relationship objectives
• Complete work within budgets and coordinate resources to meet objectives
• Develop an understanding of clients’ business activities, processes, and associated risks
• Coordinate timely completion of fieldwork with the lead director
• Oversee assigned staff members’ work
• Prepare compliance reports
• Work with Managers, Directors, and clients to address compliance issues
• Keep current with industry developments in regulatory compliance through formal and self-education
• Provide ongoing technical assistance to clients
• Assist with other engagements, special projects, or assigned duties
• Mentor and train staff

Senior Associate, Regulatory Compliance – Financial Services

Data Analyst

• Develop service-specific knowledge through exposure to peers, internal experts, clients, self-study, and formal training
• Participate in collecting and analyzing data using various data tools
• Support the Data Analytics team in building and implementing solutions for external clients and internal projects
• Assess the effectiveness and accuracy of new data sources and data-gathering techniques
• Develop custom data models and algorithms for datasets
• Develop predictive analytics, machine learning, and artificial intelligence techniques
• Monitor and analyze solution performance and accuracy
• Communicate findings to team members
• Collaborate virtually with leadership and colleagues from other offices
• Serve as a primary contact with clients or business leaders on internal projects
• Take on administrative and support roles
• Participate in new business development

Senior Data Analyst

• Support management of multiple clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Process or record accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Prepare account reconciliations for prepaids, accounts receivable, fixed assets, accounts payable, and accruals
• Prepare, understand, and review basic to moderate financial statements
• Support preparation of general ledger, cash flow, and allocations
• Build process backup at the direction of leadership
• Aid preparation of sales tax returns and Form 1099s
• Prepare audit workpapers, tax return workpapers, and other client-requested forms or items

Director

• Interact and collaborate with others across all levels of the Firm and on occasion with clients
• Perform the quality control review of assurance engagements
• Analyze observations and findings, perform root cause analysis, and proactively collaborate to develop process improvements
• Be a technical resource for engagement teams assisting in research and consultation for the application of professional standards and generally accepted accounting principles

Audit Director – National Assurance, State and Local Government

• Manage valuation projects involving business enterprises, intellectual property, intangible assets, and complex financial instruments.
• Oversee valuations of equity, debt, derivatives, and structured securities for regulatory, transactional, and litigation purposes.
• Provide technical expertise in diverse and complex valuation assignments, including economic damages, Foreign Corrupt Practices Act (FCPA) investigations, and white‑collar crime defense.
• Review and approve valuation reports and financial models prepared by internal teams or external firms, ensuring methodological rigor, defensibility, and strategic relevance.
• Collaborate with team members to resolve valuation issues for clients.
• Deliver valuation support for forensic, litigation, and investigative assignments.
• Provide cross‑functional valuation support to Assurance and Tax teams.
• Design and execute financial models to support litigation strategies and compliance assessments.
• Draft and review technical reports, exhibits, and expert testimony materials with precision and legal defensibility.
• Cultivate and manage client and referral relationships, serving as a trusted advisor throughout the engagement lifecycle.
• Lead client communications, present findings, and resolve valuation‑related issues in collaboration with internal and external stakeholders.
• Support business development efforts by identifying client needs, contributing to proposals, and representing the valuation practice in industry forums.
• Supervise and mentor a team of Associates, Seniors, reviewing their analysis and deliverables for quality and consistency.
• Offer training, coaching, and career development opportunities to build technical capabilities and promote professional growth across the team.
• Drive innovation by developing and refining automation tools and valuation frameworks to enhance efficiency, scalability, and analytical depth.
• Propose and implement process improvements that elevate the quality and consistency of valuation services across the firm.

Business Valuation Director

Application Engineer

• Lead technical design for Palantir applications, workflows, integrations, and platform capabilities.
• Define implementation approaches, guide architecture decisions, and ensure solutions are built with appropriate security, reliability, maintainability, and performance considerations.
• Establish and promote reusable engineering patterns, coding practices, testing expectations, documentation standards, and support models.
• Guide the use of Foundry capabilities such as Workshop, Ontology, Pipeline Builder, Functions, Actions, Code Repositories, security/access management, lineage, and deployment patterns.
• Review complex designs and code, identify technical risks, challenge weak implementation approaches, and ensure applications meet business goals.
• Provide technical guidance, coaching, and mentoring to engineers.
• Partner with product owners, architects, and managers to align technical delivery with project and portfolio priorities.
• Serve as a technical escalation point for complex production issues.

Lead Application Engineer, Palantir

Full-stack Engineer

• Lead the architecture, design, implementation, and ongoing optimization of SharePoint Online across the enterprise.
• Serve as the primary technical authority for SharePoint Online, OneDrive for Business, Microsoft Teams integrations, and Microsoft 365 collaboration services.
• Develop and maintain enterprise SharePoint governance frameworks, site provisioning standards, content lifecycle policies, information architecture, and metadata strategies.
• Lead intranet, portal, document management, knowledge management, and collaboration platform initiatives.
• Design and implement scalable content management solutions supporting business operations, employee experience, and client engagement.
• Partner with business stakeholders to translate requirements into modern Microsoft 365 solutions while ensuring alignment with enterprise architecture standards.
• Drive SharePoint modernization efforts including migrations from legacy platforms, file shares, and on-premises SharePoint environments.
• Lead the integration of SharePoint with Power Platform, Microsoft Copilot, Viva, ServiceNow, CRM systems, and other enterprise applications.
• Design, develop, and maintain Power Automate workflows, Power Apps solutions, and automated business processes leveraging SharePoint as a core platform.
• Establish and maintain enterprise content governance, retention, records management, and compliance capabilities in partnership with Risk, Legal, and Information Security teams.
• Collaborate with security teams to implement appropriate permissions models, data protection controls, sensitivity labels, and compliance requirements.
• Provide technical leadership and mentorship to engineers, administrators, and project teams utilizing Microsoft collaboration technologies.
• Drive application lifecycle management activities including testing, deployment, release management, and continuous improvement.
• Evaluate emerging Microsoft 365 technologies and provide strategic recommendations regarding SharePoint, Copilot, AI-enabled collaboration, and employee experience platforms.
• Develop technical standards, reference architectures, operational procedures, and engineering documentation.
• Support strategic initiatives involving data rooms, deal rooms, client collaboration portals, intranet modernization, and digital workplace transformation.

Lead SharePoint Engineer

Solutions Engineer

• Design and guide technology solutions that align business goals with scalable, secure, and sustainable architectures.
• Create and maintain operating procedures and technical documentation for new and existing processes, policies, and strategy.
• Participate in project teams that are either directly associated with MarTech and CRM technology or that use data from these systems.
• Assist with periodic IT security and user access for all MarTech and CRM systems as required.
• Review application demands for impact on existing configuration and identify opportunities via change management processes, inclusive of system and user acceptance testing, user training, and support documentation.
• Manage optimization related to security and data integrity for the applications and integrations.
• Work with IT and business users to identify new strategies and IT procedures to increase efficiency and enhance workflow.
• Communicate effectively and professionally, both verbally and in writing.
• Strategic thinker with ability to balance long‑term vision and short‑term execution.
• Ability to prioritize effectively and escalate conflicts when needed.
• Highly collaborative, outcome‑driven, and comfortable managing ambiguity.
• Ability to work with large teams and a variety of people, including team members, management team members, IT and business users.

Senior Solution Architect – D365

Payroll

• Assist Payroll Manager with oversight of payroll processing and work of Payroll Analyst I and Payroll Analyst II.
• Contribute to proposals and establishing fee quotes.
• Assist with onboarding of new clients and business including the interpretation of a variety of client data.
• Input, verify and transmit payroll data for firm clients to include processing bonus payments and other special payrolls upon request.
• Update the payroll system for new hires, terminations, salary changes, department changes, or any other pertinent payroll information received from the client.
• Review quarterly payroll tax reports as needed and prepare payroll journal entry reports as needed.
• Assist with workers’ compensation audits, preparation of employee census data, uploading retirement plan contribution data to TPA or custodian, process year end fringe benefit additions, and respond to tax notices as necessary.

Senior Payroll Analyst

• Manage and develop relationship with clients.
• Input, verify and transmit payroll data for clients.
• Update the payroll system for new hires, terminations, salary changes, department changes or any other pertinent payroll information received.
• Prepare quarterly payroll tax reports as needed.
• Complete mortgage and SUI verifications, as requested.
• Assist with workers' compensation audits, preparation of employee census data, upload retirement plan contribution data, respond to tax notices as necessary.
• Process bonus payments and other special payrolls upon request.

Payroll Analyst II

Backend Engineer

• Develop solutions using existing and emerging technology platforms
• Design, code, test, debug, document, maintain, and modify computer programs of high complexity, and risk
• Lead technical staff and clients to investigate, analyze, and resolve complex technical problems
• Perform unit testing and assist the BA in defining test plans
• Perform design, coding, testing, implementation and documentation of solutions as well as aid in application maintenance, debugging, and upgrades
• Ensure that expected analytic levels are achieved
• Identify and manage interfaces, service levels, standards, and configurations
• Assist in providing cost and time estimates for project tasks and defining project tasks
• Complete project work within agreed upon deadlines
• Effectively communicate with a wide range of clients (partners, business users, IT team members, vendors, management)

Senior Back-End Developer

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
• Mentor the staff and seniors within your team and assist in designing customized back-office solutions for clients
• Prepare and analyze client financial statements and make recommendations
• Prepare management reporting packages to assist management teams and Boards with understanding their financial results
• 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

Accounting Analyst – Nonprofit Industry

Senior Associate, Regulatory Compliance – Financial Services

Senior Data Analyst

Accounting Analyst – Nonprofit Industry

Audit Director – National Assurance, State and Local Government

Business Valuation Director

Lead Application Engineer, Palantir

Lead SharePoint Engineer

Senior Solution Architect – D365

Senior Payroll Analyst

Payroll Analyst II

Senior Back-End Developer

Controller, Retail Industry