Position Summary The BizOps Chief Financial Officer (CFO) performs CFO 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. Develops full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of his/her specific industry. 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.
Leadership and problem identification. Lead lender and investor communications, including communications with insurance companies and attorneys. Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Technical Knowledge: Maintains knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards. Understanding of GAAP and industry related technical expertise. Organizational Interfaces The BizOps CFO reports directly to the client and 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 BizOps staff, client accounting services staff, or both. S/he will typically spend 90% of time on client assignments (majority at client locations). S/he is aligned with a career coach (who may or may not be the same as the direct supervisor) to help with career planning, be an advocate for the experiences needed to reach goals, navigate the firm's resources, and share insights, expertise, and guidance to develop his/her full potential.
Internal Number: 18-0315
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.