CFO - Outsourcing

CliftonLarsonAllen   •  

Dallas, TX

Industry: Accounting, Finance & Insurance


8 - 10 years

Posted 42 days ago

The Plano, Texas CLA Outsourcing practice (BizOps) is seeking a Chief Financial Officer to support its growing healthcare practice. The BizOps Chief Financial Officer (CFO) performs CFO functions as part of the client’s accounting services team. S/he acts as and manages 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 his/her specific industry.

Work Activities and Accountabilities:

  • Financials: 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: 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.

Experience, Education, and Certification Requirements:

  • Experience: 10 years relative work experience as an Assistant Controller, Controller, or equivalent. Healthcare industry experiencerequired.
  • Education: BA/BS degree in accounting or related field required.
  • Certification/ Licenses: None required, CPAdesired.

Organizational Interfaces

The BizOps CFOreports 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 90% of time on client engagements (majority at client locations).

Key Behavioral Competencies:

· 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.