CAAS Office Leader/CFO - Construction

CliftonLarsonAllen•Sacramento, CA

14h•Hybrid

About The Position

At CLA, we create inspired careers by offering opportunities tailored to individual growth paths. With over 9300 employees and 120 offices nationwide, CLA is seeking an Office Leader/CFO with Construction Industry experience for our growing CAAS (Client Accounting & Advisory Services) team in Northern California. Our CAAS services assist clients in transforming their businesses through a collaborative approach that mitigates risk, overcomes challenges, meets deadlines, and identifies necessary personnel. This is a full-time, permanent position focused on driving business development, building relationships, and supporting the practice's growth by building a talent infrastructure.

Requirements

8+ years of experience in an accounting or finance role.
Deep construction 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.
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

Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives.
Partner with local leaders on CAAS go-to-market strategies and respond to market opportunities.
Serve as the main point of contact to the Managing Principal Office regarding service level questions.
Engage with the local CAAS team to support CLA’s Better Together culture.
Partner with Industry Team Leaders to drive impeccable client service.
Perform CFO functions as part of the client’s accounting services team.
Identify and implement best practices related to services provided 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.