CliftonLarsonAllen

Chief Financial Officer - CAAS (Professional Services) - Southeast Texas

CliftonLarsonAllen$160K — $200K *
Business Services
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 8+ years of experience as Assistant Controller, Controller, or similar role; industry experience preferred.
  • Bachelor's degree required, with potential substitutions for related experience.
  • CPA certification preferred, though not mandatory.
  • Familiarity with QuickBooks Online is highly desired.
  • Ability to thrive in a fast-paced environment and excel in multitasking.

Responsibilities

  • Perform CFO functions for the client's accounting services team.
  • Identify and implement best practices to enhance client service.
  • Collaborate with clients to establish financial policies and strategies.
  • Lead capital planning, risk management, and KPI analysis efforts.
  • Oversee financial planning, administration, and budgeting processes.
  • Manage multiple client engagements effectively and efficiently.
  • Build strong client relationships and establish a key presence within the client's management team.

Benefits

  • Comprehensive health, dental, and vision insurance.
  • 401k retirement plan options.
  • Focus on wellness including physical, financial, social, and emotional support.
  • Hybrid and flexible working arrangements that promote collaboration.
Full Job Description
If you answer YES to these questions, then our CAAS (Client Accounting & Advisory Services) practice could be a great fit for you!
  • Do you have an accounting background but are bored of doing the same tasks each month for just one company?
  • Do you crave variety in the type of work you do and the clients you serve?
  • Do you like to travel to clients and thrive during face-to-face interactions?
  • Do you want the stability and backing of a top 10 national firm?


CLA is looking to hire a Chief Financial Officer with Professional Services industry experiencefor our growing CAAS group in Houston, Texas..

As 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 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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