CliftonLarsonAllen

CAAS - Chief Financial Officer (Retail Industry) | Green Bay, WI

CliftonLarsonAllen$160K — $200K *
Retail & Consumer Goods
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience as an Assistant Controller, Controller, or equivalent in finance, with a strong preference for retail industry exposure.
  • Bachelor's degree required; combination of experience and education may suffice.
  • CPA certification preferred but not mandatory.
  • Proficiency in QuickBooks (Online version) is highly desired.
  • Demonstrable project and client management skills are advantageous, but not essential.

Responsibilities

  • Collaborate with clients to establish financial policies and contribute to strategic planning.
  • Lead financial administration, budget planning, and oversight of long-term financial health.
  • Partner with client leadership on strategic and operational financial analysis.
  • Oversee budget monitoring and present operational financial metrics.
  • Ensure financial recordkeeping aligns with appropriate principles and oversee the fund usage effectively.
  • Manage cash flow and forecasting, and supervise the financial accounting team.
  • Coordinate and facilitate audit activities for compliance and clarity.

Benefits

  • Comprehensive health, dental, and vision insurance options.
  • 401k plan with employer contributions.
  • Flexible hybrid work environment with potential for client and office work.
  • Support for physical, financial, social, and emotional well-being through wellness programs.
  • Opportunities for professional growth and development within a supportive team culture.
Full Job Description
CLA is looking to hire a Chief Financial Officer with Retail Industry experiencefor our growing CAAS group in Green Bay, WI.

As a Chief Financial Officer, you will:
  • Works with client to set financial policy and is an active participant in, and driver of the overall strategy.
  • Leads financial administration, planning, and budgeting.
  • Frequently partners 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.
  • Oversees longer-term budget planning and cost management.
  • 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.
  • Coordinates audit activities.
  • Ability to effectively and efficiently manage multiple client engagements.
  • Builds 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.
  • Build leadership and problem identification skills.
  • Learn external lender and investor communications.
  • Primary focus on internal communications and activities.
  • Capital planning, risk management, ratio and KPI analysis, and board of director interactions.
  • Maintains 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 specialty.

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. Retail 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 CLA

To 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.

About CliftonLarsonAllen

CliftonLarsonAllen (CLA) is a professional services firm that provides audit, tax, and advisory services to clients in a variety of industries. The firm was formed in 2012 through the merger of Clifton Gunderson and LarsonAllen, and has since grown to become one of the largest accounting firms in the United States. CLA has over 6,000 employees and serves clients in all 50 states. The firm is committed to providing exceptional service to its clients and helping them achieve their goals.
Learn more about CliftonLarsonAllen
Size
6,000 employees
Industry
Founded
1960

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