CFO and Principal - Outsourcing

CLA is looking to hire a Principal for our Outsourcing practice. Our Outsourcing service helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs. This leader will anchor the private industries group in providing services to existing business and be the face of CLA's private industries practice in the community, driving business development and building an infrastructure of talent to support that growth.

Responsibilities:

• Works with clients 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 and KPI's.
• Ensures staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
• Accountable for identifying and implementing best practices related to the service(s) provided to add value to the client.
• Develops full knowledge of GAAP and deep understanding of financial and operational aspects of their specific industry.
• Ability to effectively and efficiently manage multiple client engagements. Builds strong client relationships and becomes a key member of client management team.
• Maintains knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Business Development Responsibilities:

• Ability to develop key external business network and becomes service and industry thought leader.
• Manage internal and external referrals through CRM.
• Interaction and coordination with internal client relationship leaders in the firm.
• Proposal writing and presentations.

Job Requirements:

• Minimum of 10 years' relative work experience as a CFO, Controller, Accounting Manager, or equivalent work.
• Experience working with private industry clients/customers.
• Experience working with small- to mid- size businesses (around the $10-50M revenue).
• BA/BS degree in accounting or related field required.
• CPA highly preferred.
• Mastery in Microsoft Excel and PowerPoint, proficient in Outlook and Word. Various accounting software's will be used in client service depending on client size and industry.
• This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

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