Chief Financial Officer (Fund Administration)

CLA (CliftonLarsonAllen)•Orlando, FL

1d•Hybrid

About The Position

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is currently seeking a Chief Financial Officer to join our Fund Administration group in one of our Northeast, Midwest, Sunbelt, or West office.

Requirements

8 years of relevant accounting and/or financial experience is required.
Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

Responsibilities

Works with client to set financial policy and is an active participant in, and driver of, the overall strategy.
Leads financial administration, planning, and budgeting.
Frequently partners with client’s leadership on operational and strategic issues as they arise, providing recommendations based on financial analysis of projections, cost identification and allocation, and revenue/expense analysis.
Oversees longer-term budget planning and cost management.
Monitors progress of budgets and presents operational metrics.
Ensures financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
Manages cash flow and forecasting, directing financial accounting.
Coordinates audit activities.
Ability to effectively and efficiently manage multiple client engagements.
Builds strong client relationships and becomes a key member of client management team.
Ability to develop key external business network and becomes service and industry thought leader.
Build leadership and problem identification skills.
Learn external lender and investor communications.
Primary focus on internal communications and activities.
Capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Maintains knowledge of client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Understanding of GAAP and industry related technical specialty.