Do you want to be a part of a dynamic culture where you are valued, supported and rewarded for your contribution? CliftonLarsonAllen's Custom Accounting Solutions Team (CAST), is known for high-quality people who contribute efficient processes, valuable financial information, and industry-specific knowledge to assist the organization effectively plan for the future. We are seeking a detailed oriented Financial Analyst to join our team in Charlotte. This high energy individual will support many aspects of the financial aspect of our practices and will perform duties anywhere from billing to financial analysis. Responsibilities include all back office functions associated with the financial management of our practice.
Annual budget preparation
Monthly financial statement and analysis and comparison to budget
Quarterly bonus and incentive calculations
Client and consultant profitability analysis
Supervise bi-weekly client billings
Bi-weekly WIP and AR Analysis
Manages relationships with large client MSP (Manage Service Provider) contracts
Process local practice AP and credit cards
Process cash receipts and follow up on outstanding AR with clients
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.