The Manager, Global Concierge Services provides daily operational and accounting support clients as they expand into the US, and performs Controller functions as part of the client's 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. S/he develops full knowledge of GAAP (FASB/SFAS), IFRS and deep understanding of financial and operational aspects of his/her specific industry.
About CLA Global Concierge Services
The United States continues to welcome companies and investors from countries around the world. There are opportunities to work in every state and industry. With our Global Concierge Services, CLA will work with international companies to help streamline their entrance into this exciting marketplace. Global Concierge Services is designed to answer all our clients' questions, resolve challenges, and provide tools for success. We are a single resource with a vast network throughout the country to help simplify complex issues and make our clients' expansion a smooth one.
Work Activities & Accountabilities
Be the client liaison with other CLA service providers, including Service Center Accounting, SALT group, and other resources.
Support execution of all client initiatives as they expand US operations.
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. Prepare financial information. 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. Monitor ratio and key performance indicators (KPI).
Monitors and evaluates the performance of accounting and other financial staff, recommending and implementing actions. Advise management on short-term and long-term financial objectives, policies, and actions. Supervise and develop staff on a small number of clients. Communicate on a regular basis with boards, bankers, investors, constituents, etc.; including preparing and hosting board presentations.
Technical Knowledge: Maintains knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards. Develop and maintain a thorough working knowledge of accounting software packages. Maintains accounting technical knowledge related to the industry.
Organizational Interfaces The Manager, Global Concierge Services reports directly to the BizOps 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 accounting services staff, client accounting services staff, or both. S/he will typically spend 90% of time on client assignments (majority at client locations).
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.