CLA (CliftonLarsonAllen) · 11 hours ago
Director of Technology and Digital Strategy
Charlotte, NC
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expCliftonLarsonAllen (CLA) is assisting Collwick Capital in finding a Director of Technology and Digital Strategy. This role involves leading the evaluation and improvement of workflows and systems, developing the firm's digital strategy, and managing operational infrastructure to align technology investments with organizational objectives.
AccountingConsultingOutsourcing
Hiring Manager
LeAnn Cantwell
Responsibilities
Lead the strategic evaluation and continuous improvement of workflows, systems, and service partner relationships across the enterprise
Develop and maintain the Firm’s digital strategy and roadmap, aligning technology investments with organizational growth objectives
Serve as the primary liaison between business leadership and service providers, ensuring alignment on priorities, timelines, and outcomes
Manage the Firm’s operational infrastructure and processes from a technical perspective, ensuring accuracy, speed and scalability across all operational areas
In combination with the Firm’s technology MSP, manage an integrated technology environment covering Microsoft 365, network infrastructure, cloud systems, cybersecurity, and endpoint protection
Lead automation initiatives and build applications to streamline recurring data and operational workflows
Manage the integration of systems and data flows between internal tools (such as Office 365, SharePoint, and Excel) and third-party systems
Establish secure, efficient data management, analysis, and reporting frameworks to enhance insight generation across investment and non-investment functions
Evaluate, pilot, and implement emerging technologies, including AI and analytics tools, to drive firmwide efficiencies and risk reduction
Develop innovative ways to add quantitative rigor to the investment process, including in the evaluation of hedge fund managers, industry trends, and investment risks and opportunities
Act as a key contributor to Collwick’s growth strategy, managing operations and ensuring technology serves as a scalable enabler for future expansion
Qualification
Required
Bachelor's degree in Computer Science, Information Systems, or a related field; advanced degree or certifications are a plus
Minimum 5 years of progressive experience in IT, systems engineering, or technology strategy, ideally within financial services
Proven track record leading digital transformation, workflow optimization, and/or technology-driven operational change
Mastery of Microsoft 365, SharePoint, and Excel; proficiency in Power BI or similar analytics tools
Strong programming and database management skills; knowledge of APIs and system integrations
Self-directed, entrepreneurial mindset with ability to operate both tactically and strategically in a small firm environment
Organized, analytical, and process-driven with strong project management and communication skills
Company
CLA (CliftonLarsonAllen)
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services.
5001-10000 employees
H1B Sponsorship
CLA (CliftonLarsonAllen) has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2024 (2)
2023 (2)
2022 (3)
2021 (2)
2020 (2)
Funding
Current Stage
Late StageLeadership Team
Ray Price
Chief Financial Officer
T
Todd A. Steiner
Outsourcing CFO
Recent News
Morningstar.com
2025-11-04
Seattle TechFlash
2025-07-28
Company data provided by crunchbase