CAAS Chief Financial Officer - Professional Service Organizations

CLA (CliftonLarsonAllen)•Nashville, TN

13d•Hybrid

About The Position

At CLA, we create inspired careers by offering diverse growth paths. With over 8,500 employees and 120 offices nationwide, CLA is seeking a Chief Financial Officer with Professional Service experience for our growing CAAS (Client Accounting & Advisory Services) team. This role will be based in our Nashville, TN or King of Prussia, PA office. Our CAAS service assists clients in transforming their businesses through a collaborative approach, helping them mitigate risk, overcome challenges, meet deadlines, and identify workforce solutions. This is a full-time, permanent position where you will drive business development, build relationships, and contribute to building the talent infrastructure to support practice growth.

Requirements

8+ years of experience in an accounting or finance role.
Deep professional services industry specialization.
General knowledge of accounting software.
Experience in using personal and professional network for business development.
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.

Nice To Haves

Working knowledge of QuickBooks, Intacct, and Bill.com preferred.
CPA not required but highly preferred.

Responsibilities

Perform CFO functions as part of the client’s accounting services team.
Identify and implement best practices related to services to add value to the client.
Work with clients 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 budget progress and present operational metrics.
Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
Manage cash flow and forecasting, directing financial accounting.
Coordinate audit activities.
Effectively and efficiently manage multiple client engagements.
Build strong client relationships and become a key member of client management teams.
Develop key external business networks and become a service and industry thought leader.