The CFO performs a combination of CFO functions as part of the client's outsourced accounting services team. S/he 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. 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:
The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
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.
Technical Knowledge: Maintains knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
Specific Accountabilities for Current CFO Engagement:
Our client has operations domestically and abroad - 50+ entities
High End Villas
CFO needs to:
Mange accounting team
Work on process improvement
Lead 3 audits
Mange timely deliverables of financials
Work with 2 principals on strategic discussions on business operations
Monitor global cash flow
Work with legal on new entity formations and JV's
The CFO reports directly to the Outsourcing 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 Outsourcing staff, client accounting services staff, or both. S/he will typically spend 75% of time on client assignments (majority at client locations). Key Behavioral Competencies The 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 opennessTeamwork & 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.
Internal Number: 18-0429
About CliftonLarsonAllen LLP
CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients’ enterprise value and assist them in growing and managing their related personal assets – all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With over 4,400 people, 100 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disa...bility status, protected veteran status, national origin, or any other characteristic protected by law.