Market Facing CFO - Outsourcing Business Operations (Southeast WI)

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

CLA is looking to hire a Market Facing-Chief Financial Officer for our fast-growing Outsourcing-Business Operations (BizOps) practice, based out of either Milwaukee or Racine, WIoffice location.

In this role, you will manage a team of 10 accounting and finance professionals to deliver outsourced accounting solutions to clients as well as provide CFO consulting services yourself. The outsourcing team has experienced significant growth over the past few years and this role will implement strategic initiatives to continue to grow the team and scale the outsourcing operations.

Market Facing/Business Development Responsibilities - Primary:

• Develop key external business network to grow the BizOps practice.
• Be known as a BizOps (when applicable, in a specific industry) thought leader both within the firm and externally.
• Manage internal and external referrals through use of firm customer relationship management software.
• Interact and coordinate with internal client relationship leaders to grow BizOps services with existing CLA clients seamlessly.
• Lead proposal writing and presentation efforts as needed.

As a CFO you will

• Work with clients to set financial policy and drive overall business strategy.
• Frequently partner 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.
• 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.
• Builds strong client relationships and becomes a key member of client management teams.
• Manage Capital planning, risk management, ratio and KPI analysis, and board of director interactions.
• Maintain 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.

What you will need:

• Experience: At least 8 years relevant accounting and/or financial experience is required. Relevant business development experience is highly preferred.
• Education: Bachelor's degree is required (preferrable in accounting, finance, business administration or a related field). Combination of related experience, education, and training may be accepted in lieu of degree.
• CPA is preferred, but not required.
• Technical Skills: General knowledge of accounting software (ie: QuickBooks-Online).
• Travel: Ability to travel to local area client sites as needed.

Our Perks:

• Flexible PTO (designed to offer flexible time away for you!)
• Up to 12 weeks paid parental leave
• Paid Volunteer Time Off
• Mental health coverage
• Quarterly Wellness stipend
• Fertility benefits
• Complete list of benefits here

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Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities.

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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.

To view a complete list of benefits click here.