Chief Financial Officer - CAAS Outsourcing.

CLA (CliftonLarsonAllen)Tampa, FL
8d$117,000 - $219,000Onsite

About The Position

We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, we promise to know you and help you! If you answer YES to these questions, then our CAAS (Client Accounting & Advisory Services) practice could be a great fit for you! Do you have an accounting background but are bored of doing the same tasks each month for just one company? Do you crave variety in the type of work you do and the clients you serve? Do you like to travel to clients and thrive during face-to-face interactions? Do you want the stability and backing of a top 10 national firm? CLA is looking to hire a Chief Financial Officer with Retail or Restaurant industry experience for our growing CAAS group in Tampa, FL. This role is also available in our King of Prussia, PA, Bethlehem, PA or Minneapolis offices. As a CAAS Chief Financial Officer, you will… 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. 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 becomes a key member of client management team. Develop key external business network and becomes service and industry thought leader.

Requirements

  • Experience: 8 years of relevant accounting and/or financial experience is required.
  • Knowledge of QuickBooks preferred.
  • Education: Bachelor's degree is required (preferably within Accounting, Finance, or relation field).
  • Combination of related experience, education, and training may be accepted in lieu of degree.
  • This position works primarily in-office, as well as frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

Nice To Haves

  • Relevant retail or restaurant industry experience is highly preferred.
  • Prior project management and client management experience preferred but not required.
  • Comfortable in fast paced environment and skilled in multitasking.
  • CPA certification preferred but not required.

Responsibilities

  • 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.
  • 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 becomes a key member of client management team.
  • Develop key external business network and becomes service and industry thought leader.

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
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