CAAS - Office Leader/CFO (Private Industries) jobs in United States
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CLA (CliftonLarsonAllen) · 1 day ago

CAAS - Office Leader/CFO (Private Industries)

CLA is a leading organization aiming to create inspired careers and opportunities for its employees. They are seeking an Office Leader/CFO with extensive private industry experience to drive business development and assist in building a talent infrastructure for their Client Accounting & Advisory Services team in North/Central Minnesota.

AccountingConsultingOutsourcing
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Growth Opportunities

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

Accounting experienceFinance role experienceIndustry specializationAccounting software knowledgeBusiness developmentBachelor's degreeCPA certificationTeam management

Required

8+ years of experience in an accounting or finance role
Deep industry specialization within either Construction, Manufacturing, or Retail
General knowledge of accounting software
Experience in using personal and professional network for business development and 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
This position works primarily in-office and can be based out of either one of our North/Central Minnesota office locations (Monticello, St. Cloud, Alexandria, or Brainerd MN). In addition, this role requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes. Must have ability to travel to local client sites as needed

Preferred

Working knowledge of QuickBooks, Intacct, and Bill.com preferred
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
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