The BizOps Controller & CFO performs a combination of Controller and/or CFO functions as part of the client's outsourced accounting services team.
The incumbent 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. Develops full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of his/her specific industry.
Controller: Develops internal control policies, guidelines, and procedures for activities such as budget administration, cash and credit management, and accounting. Coordinates and directs the financial planning, budgeting, procurements, or investment activities for all or part of an organization. Monitors and evaluates the performance of accounting and other financial staff, recommending and implementing actions. Prepare and file annual tax returns or financial information. Advise management on short-term and long-term financial objectives, policies, and actions. Prepare, or direct preparation of financial statements, business activity reports, financial position forecasts, budgets, or reports required by regulatory agencies. Evaluate needs for procurement of funds and investment of surpluses and make appropriate recommendations. Meets financial objectives by forecasting requirements, and prepares budgets. Ability to supervise and develop staff on a small number of clients. Excellent technical ability.
CFO: 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.
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.