Chief Financial Officer - CAAS Outsourcing. jobs in United States
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CLA (CliftonLarsonAllen) · 6 hours ago

Chief Financial Officer - CAAS Outsourcing.

CLA (CliftonLarsonAllen) is a top national firm with a focus on creating opportunities for its employees. They are seeking a Chief Financial Officer for their Client Accounting & Advisory Services practice, responsible for overseeing financial management, client relationships, and strategic planning within the retail or restaurant industry.

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 managementMultitaskingBuilding client relationshipsNetworkingCPA certification

Required

8 years of relevant accounting and/or financial experience
Bachelor's degree is required (preferably within Accounting, Finance, or relation field)
Comfortable in fast paced environment and skilled in multitasking

Preferred

Relevant retail or restaurant industry experience
Knowledge of QuickBooks
Prior project management and client management experience
CPA certification

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
Complete list of benefits here
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