About this opportunity
CliftonLarsonAllen Wealth Advisors, LLC lists this Chief Financial Officer - CAAS (Professional Services) - Southeast Texas opportunity in houston, Texas. Review the employer’s description below for duties, qualifications and application requirements.
Job description
We recognize that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With 8500 employees and over 130 offices nationwide, We promise to know you and help you! If you answer YES to these questions, then our CAAS (Client Accounting & Advisory Services) practice could be a great fit for you! Do you have an accounting background but are bored of doing the same tasks each month for just one company? Do you crave variety in the type of work you do and the clients you serve? Do you like to travel to clients and thrive during face‑to‑face interactions? Do you want the stability and backing of a top 10 national firm? CLA is looking to hire a Chief Financial Officer with Professional Services industry experience for our growing CAAS group in Houston, Texas.
Role Responsibilities
Perform CFO functions as part of the client’s accounting services team.
Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
Work with client to set financial policy and be an active participant in, and driver of, the overall strategy.
Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Lead financial administration, planning, and budgeting.
Oversee longer-term budget planning and cost management.
Monitor progress of budgets and presents operational metrics.
Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
Manage cash flow and forecasting, directing financial accounting.
Coordinate audit activities.
Ability to effectively and efficiently manage multiple client engagements.
Build 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.
Candidate Profile
Experience: 8 years relative work experience as an Assistant Controller, Controller, or equivalent. Professional industry experience is highly preferred! Prior project management and client management experience preferred but not required.
Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree. CPA certification preferred but not required. Knowledge of QuickBooks (Online version) highly preferred. Comfortable in fast paced environment and skilled in multitasking.
Travel: This position reflects our commitment for both flexibility and collaboration. This role offers a hybrid and flexible working environment, which means you may be required to work at client locations or in the office depending on project needs. Additionally, you’ll have the opportunity to work closely with other CLA family members, encouraging a collaborative and supportive workplace culture.
Benefits
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.
We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.
Start your inspired career
When you join CLA, you’ll have the opportunity to design your own inspired career. Career growth is about having new experiences and lots of exposure to different roles that stretch your comfort zone, expand your skills, and shape you as a leader. It’s not so much about climbing a ladder or acquiring new titles — it’s the discovery of your strengths and the outer reaches of your true potential. At CLA, you have the freedom to explore many opportunities, including your choice of industry specialization, service capability, career path, and mobility.
About CLA
CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With nearly 9,000 people, more than 130 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
Wellness at CLA
Wellness is shaped by our promise to know you and help you. We create opportunities for our people to live well and be happy by focusing on their physical, financial, social, and emotional well‑being.
CLA is an equal opportunity employer
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. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
If you require reasonable accommodation when completing an application, interviewing, completing any pre‑employment testing, or otherwise participating in the employee selection process, please contact
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Worksite address
houston, TX, 77246, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.