The Manager, Global Concierge Services provides guidance and project management for companies as the initially start operations in the United States. After the initial set-up the role then transitions to daily operational support for the clients, as well as performs Controller functions as part of the client's accounting services team and internally project managing all services CLA offers the newco. The manager accountable for acting as and managing the designated function(s) for the clients. S/he is also accountable for identifying and implementing best practices related to the service(s) provided to add value to the client, as well as key items which are specific to foreign owned entities. S/he develops full knowledge of GAAP (FASB/SFAS), IFRS and deep understanding of financial and operational aspects of his/her specific industry and country relationships.
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, HR and other resources.
Support execution of client initiatives as they expand into the US. Including put not limited to Business Registration, Employee Life Cycle, HR, Insurance, Real Estate, Immigration, Import, Export, etc.
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.
The Manager, Global Concierge Services reports directly to the 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).
Key Behavioral Competencies
The Manager, Global Concierge Services must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below:
Leading with Impact: Guides and motivates others and is able to direct team to achieve desired end results.
Ownership Mindset: Creates expectations of success throughout the firm.
Entrepreneurial Grit: Has the courage to take action on new ideas, understanding the balance of risks vs. positive outcomes.
Client Excellence: Anticipates client needs and looks for opportunities to provide proactive consultation.
People Development: Provides coaching opportunities for others to develop and pursue their passions.
Clear Communication: Communication has high impact and encourages openness.
Teamwork & Collaboration: Manages challenging issues and understands when appropriate to leverage internal experts.
Growing the Business: Focuses efforts on managing work and key client relationships to exceed client expectations.
Internal Number: 18-0731
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.