CFO/Office Leader - CAAS

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 CFO/ Office Leader to lead our growing Client Accounting & Advisory Services (CAAS) practice in New Jersey.

About the Role:

In this role, you will assist in managing a team 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.

As the Office Leader you will:

• Develop an external business network and become a service and industry thought leader to grow the CAAS practice.
• Manage internal and external referrals through use of firm customer relationship management software.
• Interact and coordinate with internal client relationship leaders to grow CAAS services with existing CLA clients seamlessly.
• Lead Proposal writing and presentation efforts as needed.
• Be accountable for putting processes in place to ensure exceptional client service.
• Be responsible for outsourcing practice metrics including team utilization, revenue growth, and profitability.

As a CFO you will:

• 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.
• Monitor progress of budgets and present operational metrics.
• Develop full knowledge of GAAP and deep understanding of financial and operational aspects of specific industries.
• 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.
• Manage capital planning, risk management, and board of director interactions.
• Effectively manage multiple client engagements. Build strong client relationships and become a key member of client management teams.

Qualifications:

• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
• 8 years of relevant accounting and/or financial experience is required.
• CPA not required but highly preferred.
• Experience in Real estate strongly preferred.
• Experience in using personal and professional network for business development and proven record of building and managing teams through growth.
• Prior project management and client management experience preferred but not required.
• Comfortable in fast paced environment and skilled in multitasking.
• General knowledge of accounting software. Working knowledge of QuickBooks, Intacct, and Bill.com preferred
• 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.

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

#LI - PK1

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.