CFO - Consulting and Outsourcing

Company: CliftonLarsonAllen LLP
Location: Dallas
Posted on: May 2, 2024

Job Description:

CFO - Consulting and Outsourcing page is loaded CFO - Consulting and Outsourcing Apply locations Dallas, TX Fort Worth, TX time type Full time posted on Posted 10 Days Ago job requisition id R14038 CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you. CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other. CLA is looking to hire a Chief Financial Officer and Team Leader for our fast-growing Client Accounting and Advisory Service (CAAS) in our Dallas/Fort Worth office location.In this role, you will manage a team of accounting and finance professionals to deliver outsourced accounting solutions to clients as well as provide CFO consulting services yourself. The CAAS team has experienced significant growth over the past few years and this role will implement strategic initiatives to continue to grow the team and scale the operations. Market Facing/Business Development Responsibilities - Primary:

• Develop key external business network to grow the Consulting & Outsourcing practice.
• When applicable, in a specific industry, be known as a Consulting & Outsourcing thought leader both within the firm and externally.
• Manage internal and external referrals through use of firm customer relationship management software.
• Interact and coordinate with internal client relationship leaders to grow services with existing CLA clients seamlessly.
• Lead proposal writing and presentation efforts as needed. As a CFO you will...
  • Work with clients to set financial policy and drive overall business strategy.
  • Frequently partner 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.
  • 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.
  • Builds strong client relationships and becomes a key member of client management teams.
  • Manage Capital planning, risk management, ratio and KPI analysis, and board of director interactions.
  • Maintain 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.What you will need:
    • Experience: At least 8 years relevant accounting and/or financial experience is required. Relevant business development experience is highly preferred.
    • Education: Bachelor's degree is required (preferrable in accounting, finance, business administration or a related field) . Combination of related experience, education, and training may be accepted in lieu of degree.
    • CPA is preferred, but not required.
    • Technical Skills: General knowledge of accounting software (ie: QuickBooks-Online).
    • Travel: Ability to travel to local area client sites as needed.Our Perks:
      • Flexible PTO (designed to offer flexible time away for you!)
      • Up to 12 weeks paid parental leave
      • Paid Volunteer Time Off
      • Mental health coverage
      • Quarterly Wellness stipend
      • Fertility benefits
      • Complete list of benefits here #LI-MK1 Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.
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        Click here to learn about your hiring rights.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 . About Us Start your inspired career
        When you join CLA, you'll have the opportunity to design your own inspired career . Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It's not so much about climbing a ladder or acquiring new titles - it's the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility. CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 7,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com . Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor. -Wellness at CLAWellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well-being. Click here to learn more about CLA's benefit offerings. CLA is an equal opportunity employer All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
        - Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities If you require reasonable accommodation when completing an application, interviewing, completing any pre-employment testing, or otherwise participating in the employee selection process, please contact - mypeoplesolutions@claconnect.com -
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Keywords: CliftonLarsonAllen LLP, Mansfield , CFO - Consulting and Outsourcing, Executive , Dallas, Texas