CFO /Office Leader, Outsourcing

CliftonLarsonAllen   •  

Plano, TX

Industry: Legal & Accounting


11 - 15 years

Posted 54 days ago

The BizOps Chief Financial Officer (CFO) will have a ground floor opportunity to build the practice as well as perform a combination of CFO functions as part of client outsourced accounting services teams. The incumbent is accountable for acting as and managing the designated function(s) for the client. S/he is also accountable for identifying and implementing best practices related to the service(s) provided to add value to the client. Develops full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of Accounting. S/he will oversee and direct a team of outsourced Controllers, Senior Accountants and bookkeepers who provide the day to day accounting function for our clients.

Work Activities & Accountabilities

  • Work closely with the CLA Managing Principals to expand new client opportunities in existing relationships as well as build network to develop new relationships in the community.
  • 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.
  • Leadership and problem identification - Lead lender and investor communications, including communications with insurance companies and attorneys. Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.

Technical Knowledge: 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 expertise.

Organizational Interfaces

The BizOps CFO reports directly to the client and BizOps Principal in charge of the client. S/he regularly interacts with Managing Principals, industry Principals, service Principals, and other functional groups within CLA and at the client site. S/he supervises accounting services staff which may include CLA BizOps staff, client accounting services staff, or both. S/he will typically spend 50% of time on client assignments (majority at client locations).

Job Requirements

The BizOps CFO must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below.

• Leading with Impact: Guides and motivates others and is able to direct team to achieve desired end results.

• Ownership Mindset: Creates expectations of success throughout the firm.

• Entrepreneurial Grit: Has the courage to take action on new ideas, understanding the balance of risks vs. positive outcomes.

• Client Excellence: Anticipates client needs and looks for opportunities to provide proactive consultation.

• People Development: Provides coaching opportunities for others to develop and pursue their passions.

• Clear Communication: Communication has high impact and encourages openness.

• Teamwork & Collaboration: Manages challenging issues and understands when appropriate to leverage internal experts.

• Growing the Business: Focuses efforts on managing work and key client relationships to exceed client expectations.

Minimum Required Experience, Education, and Certifications

• Experience: Minimum ten years relative work experience as CFO, Controller, or equivalent. Consulting or outsourcing experience a plus

• Prior public accounting experience required

• Strong client service skills

• Education: BA/BS degree in accounting or related field required.

• Certification: Active CPA strongly preferred