Chief Financial Officer - CAAS Outsourcing. jobs in United States
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CLA (CliftonLarsonAllen) · 2 months ago

Chief Financial Officer - CAAS Outsourcing.

CLA (CliftonLarsonAllen) is a top 10 national firm that creates opportunities for its employees. They are seeking a Chief Financial Officer with retail or restaurant industry experience to lead their Client Accounting & Advisory Services group in Tampa, FL, responsible for driving financial strategy, managing client relationships, and overseeing financial administration and planning.

AccountingConsultingOutsourcing
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Growth Opportunities

Responsibilities

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
Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds
Manage cash flow and forecasting, directing financial accounting
Coordinate audit activities
Effectively and efficiently manage multiple client engagements
Build strong client relationships and becomes a key member of client management team
Develop key external business network and becomes service and industry thought leader

Qualification

CFO functionsFinancial planningBudget managementClient managementQuickBooksRetail industry experienceProject managementCPA certificationMultitaskingCommunication skills

Required

8 years of relevant accounting and/or financial experience is required
Bachelor's degree is required (preferably within Accounting, Finance, or relation field). Combination of related experience, education, and training may be accepted in lieu of degree
Comfortable in fast paced environment and skilled in multitasking

Preferred

Relevant retail or restaurant industry experience is highly preferred
Knowledge of QuickBooks preferred
Prior project management and client management experience preferred but not required
CPA certification preferred but not required

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)

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

Funding

Current Stage
Late Stage

Leadership Team

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Ray Price
Chief Financial Officer
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Todd A. Steiner
Outsourcing CFO
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Company data provided by crunchbase