CAAS Office Leader/CFO - Professional Services

CliftonLarsonAllen•Chicago, IL

11h•Hybrid

About The Position

CLA is looking to hire an Office Leader/CFO with Professional Services experience for our growing CAAS (Client Accounting & Advisory Services) in our Chicagoland offices. 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. This is a full-time/permanent position with CLA, driving business development, building relationships, and assisting the practice with building an infrastructure of talent to support the growth they drive.

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 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

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.