Assurance Principal - Nonprofit

CliftonLarsonAllen•San Francisco, CA

3d•Hybrid

About The Position

CLA is a top 10 national professional services firm dedicated to creating opportunities for clients, people, and communities through a range of services including wealth advisory, digital, audit, tax, consulting, and outsourcing. CLA is committed to fostering a diverse and inclusive culture. The firm has a significant presence in the nonprofit sector, with decades of experience serving various nonprofit organizations. As part of its strategic growth, CLA is seeking a Principal to join its Bay Area Nonprofit Assurance team. This role is for a leader focused on market growth and contributing to a high-performing nonprofit team.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
8+ years of public accounting experience, including financial statement audits and related reporting.
Active CPA license required.
Ability to travel to client sites as needed.

Responsibilities

Build and expand trusted-advisor relationships with nonprofit executives and boards.
Drive business development by growing a book of business, expanding client relationships, and actively engaging in the nonprofit community.
Lead and oversee nonprofit assurance engagements, ensuring quality, compliance, and timely delivery.
Manage engagement scope, fees, budgets, and deadlines while maintaining strong client communication.
Serve as the primary client relationship owner and trusted advisor.
Review financial statements and workpapers to ensure accuracy and adherence to professional standards.
Provide overall engagement leadership, including staffing, risk management, and quality control.
Mentor and develop high-performing teams; provide coaching and performance feedback.