We are seeking an Assurance Professional in our Phoenix, AZ office.
Administrative: Rolls forward & finalizes binders in PFX. Rolls forward audit worksheets. Sends final adjustments & trial balances to client. Prepares presentations for audits & proposals. Prepares client engagement letters, reports, etc. Coordinates meetings, and supports monthly industry reporting.
Client Documentation: Updates and maintains client lists. Organizes information from clients for audits. Confirms revenue, receivables, legal, cash and notes payable. Enters trial balances. Sets up RADAR. Sets up client portals. Sets up time budgets in STAR.
Audit Procedures: Conducts control testing, cash-bank reconciliation. Reconciles investments, creates depreciation schedules, other data entry and prepares reports. Ties accounts payable and notes payable to schedules. Heavy data entry.
Marketing Support: Coordinates and assists with marketing events, conferences and tradeshows. Fulfills advertising requests, secures space, tracks placements, and processes payments. Maintains prospective client info in the CRM. May assist with writing proposals.
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 kn...owledge 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, disability status, protected veteran status, national origin, or any other characteristic protected by law.