CAAS Chief Financial Officer - Professional Service Organizations

At CLA we create inspired careers.

We recognize that not everyone wants to grow their career paths in the same way. That's why CLA exists to create opportunities. With more than 8500 employees and over 120 offices nationwide, we promise to know you and help you!

CLA is looking to hire a Chief Financial Officer with Professional Service experience for our growing CAAS (Client Accounting & Advisory Services) in our Nashville, TN or our King of Prussia, PA office. Our CAAS 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 is a full‑time/permanent position with CLA, driving business development, building relationships, and assisting the practice with building an infrastructure of talent to support the growth they drive.

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 clients 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 present 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 become a key member of the client management team.
• Ability to develop key external business networks and become a service and industry thought leader.

Job Requirements

• Experience: 8+ years of experience in an accounting or finance role.
• Deep professional services industry specialization.
• General knowledge of accounting software. Working knowledge of QuickBooks, Intacct, and Bill.com preferred.
• Experience in using personal and professional network for business development and a proven record of building and managing teams through growth.
• Education: Bachelor's degree is required (in accounting, finance, business administration or a related field is highly preferred). Combination of relevant experience, education, and training may be accepted in lieu of degree.
• CPA not required but highly preferred.
• Travel: This position works primarily in‑office, as well as 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. Must have ability to travel to local client sites as needed.

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.