CLA is looking to hire a
Chief Financial Officer with
Professional Services/Family Office industry experiencefor our growing
CAAS group in
Indianapolis, INAs a 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.
- Ability to effectively and efficiently manage multiple client engagements.
- Build strong client relationships and becomes a key member of client management team.
- Ability to develop key external business network and becomes service and industry thought leader.
Think you're a fit? This is what successful candidates for this role have:
- Experience: 8 years relative work experience as an Assistant Controller, Controller, or equivalent. Professional industry experience is highly preferred!
- Prior project management and client management experience preferred but not required.
- Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
- CPA certification preferred but not required.
- Knowledge of QuickBooks (Online version) highly preferred.
- Comfortable in fast paced environment and skilled in multitasking.
- Travel: This position reflects our commitment for both flexibility and collaboration. This role offers a hybrid and flexible working environment, which means you may be required to work at client locations or in the office depending on project needs. Additionally, you'll have the opportunity to work closely with other CLA family members, encouraging a collaborative and supportive workplace culture.
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Wellness at CLATo support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.
To view a complete list of benefits, click here.
