CAAS - Office Leader/CFO (Private Industries) jobs in United States
cer-icon
Apply on Employer Site
company-logo

CLA (CliftonLarsonAllen) · 18 hours ago

CAAS - Office Leader/CFO (Private Industries)

CLA (CliftonLarsonAllen) is seeking an Office Leader/CFO with deep private industry experience for their growing Client Accounting & Advisory Services (CAAS) in North/Central Minnesota. The role involves driving business development, building relationships, and overseeing financial administration and planning for clients in the construction, manufacturing, or retail sectors.

AccountingConsultingOutsourcing
check
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

CFO functionsFinancial planningRisk managementAccounting softwareBusiness developmentConstruction industry experienceManufacturing industry experienceRetail industry experienceBachelor’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
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
Complete list of benefits here
Health, dental, vision, 401k and much more.

Company

CLA (CliftonLarsonAllen)

company-logo
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

leader-logo
Ray Price
Chief Financial Officer
linkedin
T
Todd A. Steiner
Outsourcing CFO
linkedin
Company data provided by crunchbase