CAAS - Market Facing CFO (Nonprofit Industry)

CLA (CliftonLarsonAllen)•O'Fallon, IL

1d•$127,000 - $228,000•Onsite

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 looking to hire a Market Facing-Chief Financial Officer for our fast-growing Client Accounting & Advisory Services (CAAS) practice, based out of either one of our office locations located in Ohio or Illinois. In this role, you will manage a team of 10+ accounting and finance professionals to deliver outsourced accounting solutions to clients as well as provide CFO consulting services yourself. The Consulting & Outsourcing team has experienced significant growth over the past few years, and this role will implement strategic initiatives to continue to grow the team and scale the operations. Market Facing / Business Development Responsibilities... Develop key external business network to grow the CAAS practice. When applicable, in a specific industry, be known as a CAAS thought leader both within the firm and externally. Manage internal and external referrals through use of firm customer relationship management software. Interact and coordinate with internal client relationship leaders to grow services with existing CLA clients seamlessly. Lead proposal writing and presentation efforts as needed. As a CFO you will... Work with clients to set financial policy and drive overall business strategy. Frequently partner 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. 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. Builds strong client relationships and becomes a key member of client management teams. Manage Capital planning, risk management, ratio and KPI analysis, and board of director interactions. Maintain 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 expertise.

Requirements

8+ years of experience in an accounting or finance role.
Deep nonprofit industry specialization.
General knowledge of accounting software.
Experience in using personal and professional network for business development and 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.
Must have ability to travel to local client sites as needed.

Nice To Haves

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

Responsibilities

Develop key external business network to grow the CAAS practice.
When applicable, in a specific industry, be known as a CAAS thought leader both within the firm and externally.
Manage internal and external referrals through use of firm customer relationship management software.
Interact and coordinate with internal client relationship leaders to grow services with existing CLA clients seamlessly.
Lead proposal writing and presentation efforts as needed.
Work with clients to set financial policy and drive overall business strategy.
Frequently partner 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.
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.
Builds strong client relationships and becomes a key member of client management teams.
Manage Capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Maintain 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 expertise.