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CLA (CliftonLarsonAllen) · 8 hours ago

CAAS - Office Leader/CFO (Pittsburgh, PA)

Pittsburgh, PA

Full-time

Onsite

Director/Executive

8+ years exp

CLA (CliftonLarsonAllen) is seeking an Office Leader/CFO for their growing Client Accounting & Advisory Services (CAAS) in Pittsburgh, PA. This role involves working collaboratively with local leaders to enhance client services and performing CFO functions to drive financial strategy and administration for clients.

AccountingConsultingOutsourcing

Growth Opportunities

Hiring Manager

Trevan Towhill

Responsibilities

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

Qualification

CFO functionsFinancial planningAccounting softwareBusiness developmentTeam managementDeep industry specializationCPA certificationBachelor's degree

Required

8+ years of experience in an accounting or finance role

Deep industry specialization

General knowledge of accounting software

Experience in using personal and professional network for business development

Proven record of building and managing teams through growth

Bachelor's degree is required (in accounting, finance, business administration or a related field is highly preferred)

Combination of relevant experience, education, and training may be accepted in lieu of degree

Must have ability to travel to local client sites as needed

Preferred

Working knowledge of QuickBooks, Intacct, and Bill.com

CPA not required but highly preferred

Benefits

Flexible PTO (designed to offer flexible time away for you!)

Up to 12 weeks paid parental leave.

Paid Volunteer Time Off

Mental health coverage

Quarterly Wellness stipend

Fertility benefits

Health, dental, vision, 401k and much more.

Company

CLA (CliftonLarsonAllen)

Glassdoor3.9

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.

Founded in 1960

Minneapolis, Minnesota, USA

5001-10000 employees