CAAS - Office Leader/CFO (Pittsburgh, PA)

CLA (CliftonLarsonAllen)•Pittsburgh, PA

10d•Hybrid

About The Position

CLA is looking to hire an Office Leader/CFO for our growing CAAS (Client Accounting & Advisory Services) in Pittsburgh, PA. Our CAAS service helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. As the Office Leader, you will 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. You will serve as the main point of contact to the Managing Principal Office related to service level questions and engage with the local CAAS team supporting CLA’s Better Together culture. You will also partner with Industry Team Leaders to drive impeccable client service. As a CFO, you will perform CFO functions as part of the client’s accounting services team. You will be accountable for identifying and implementing best practices related to the services provided to add value to the client. You will work with clients to set financial policy and be an active participant in, and driver of, the overall strategy. You will drive capital planning, risk management, ratio and KPI analysis, and board of director interactions. You will lead financial administration, planning, and budgeting, oversee longer-term budget planning and cost management, and monitor progress of budgets and present operational metrics.

Requirements

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

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 partner with others to respond to market opportunities.
Serve as the main point of contact to the Managing Principal Office related to service level questions.
Engage with the local CAAS team supporting 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.
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.