Transformation Associate (On-Site)

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.

We are seeking a Transformation Associate to join our growing team.

How You’ll Create Opportunities

As a Transformation Associate , you will support transformation projects across the firm by reviewing current and future-state business processes, identifying opportunities for improvement, supporting technology integration, communicating impacts, and monitoring measures of success. You will collaborate with Transformation Managers, Directors, subject matter experts, and business stakeholders to help improve processes and encourage the adoption of transformation initiatives.

In this role, you will:

• Participate in developing process documentation, standardization, and training for transformation processes across the firm.
• Assist with delivering training to practitioners and champions as needed.
• Develop communications that encourage initiative adoption and support change management.
• Assist Transformation Managers and Directors with project initiatives.
• Support project planning and task tracking.
• Participate in annual projects and assignments and consult with subject matter experts.
• Collaborate with subject matter experts, business stakeholders, service and industry leadership, and project leadership across CLA.
• Help reinforce existing process standards, identify areas of concern, and recommend solutions.
• Measure key performance indicators, run reports, conduct analysis, and coordinate with other areas of the firm to monitor success metrics.
• Complete additional responsibilities and projects as assigned.

What You’ll Need

Experience

• One year of public accounting or professional services experience is preferred.
• Advanced technical knowledge of CLA processes is preferred.

Education

• Bachelor’s degree is required.
• A combination of relevant experience, education, and training may be accepted in place of a degree.
• A degree in Accounting, Finance, Business Management, or a related field is preferred.

Certifications and Licenses

• No certifications or licenses are required.

Knowledge and Skills

• Proficiency with Microsoft Outlook and Microsoft Office products, including Word, Excel, and PowerPoint, is required.
• Strong project management skills, including attention to accuracy, timeliness, conflict resolution, and alignment with priorities and commitments, are required.
• Basic knowledge of one or more applications used by CLA practitioners is preferred, including CCH Axcess Tax, CCH ProSystem fx Engagement, FloQast, or QuickBooks.

Less than 10% travel is required.

Equal Opportunity Employer/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 .