CliftonLarsonAllen, LLP Chief Financial Officer in Tampa, Florida
Description BizOps Chief Financial Officer Position Summary The BizOps Chief Financial Officer (CFO) will have a ground floor opportunity to build the practice as well as perform a combination of CFO functions as part of client outsourced accounting services teams. The incumbent is accountable for acting as and managing the designated function(s) for the client. S/he is also accountable for identifying and implementing best practices related to the service(s) provided to add value to the client. Develops full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of Accounting. S/he will oversee and direct a team of outsourced Controllers, Senior Accountants and bookkeepers who provide the day to day accounting function for our clients.
Work Activities & Accountabilities The below functions reflect the general details of the essential work activities and accountabilities of this position and are not all inclusive. Other activities may be assigned.
Work closely with Managing Principals to expand new client opportunities in existing relationships as well as build network to develop new relationships in the community.
Works with client to set financial policy and is an active participant in, and driver of, the overall strategy. Leads financial administration, planning, and budgeting. Frequently partners 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. Oversees longer-term budget planning and cost management. 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. Coordinates audit activities. Ability to effectively and efficiently manage multiple client engagements. Builds 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.
Leadership and problem identification. Lead lender and investor communications, including communications with insurance companies and attorneys. Drive capital planning, risk management, ratio and KPI analysis, and board of director interactions.
Technical Knowledge: Maintains 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.
Organizational Interfaces The BizOps CFO reports directly to the client and BizOps Principal in charge of the client. S/he regularly interacts with Managing Principals, industry Principals, service Principals, and other functional groups within CLA and at the client site. S/he supervises accounting services staff which may include CLA BizOps staff, client accounting services staff, or both. S/he will typically spend 90% of time on client assignments (majority at client locations). S/he is aligned with a career coach (who may or may not be the same as the direct supervisor) to help with career planning, be an advocate for the experiences needed to reach goals, navigate the firm’s resources, and share insights, expertise, and guidance to develop his/her full potential.
Key Behavioral Competencies The BizOps CFO must possess several key personal effectiveness traits to be successful. These include a high degree of passion for doing impactful work, accountability for actions, initiative make visions a reality, integrity that places honesty and trust above all else, professionalism, and conscientiousness. Actions and behaviors that are the foundation of successful careers at CLA are broadly defined below.
Leading with Impact: Guides and motivates others and is able to direct team to achieve desired end results.
Ownership Mindset: Creates expectations of success throughout the firm.
Entrepreneurial Grit: Has the courage to take action on new ideas, understanding the balance of risks vs. positive outcomes.
Client Excellence: Anticipates client needs and looks for opportunities to provide proactive consultation.
People Development: Provides coaching opportunities for others to develop and pursue their passions.
Clear Communication: Communication has high impact and encourages openness.
Teamwork & Collaboration: Manages challenging issues and understands when appropriate to leverage internal experts.
Growing the Business: Focuses efforts on managing work and key client relationships to exceed client expectations.
Requirements Minimum Required Experience, Education, and Certifications
Experience: Minimum ten years relative work experience as an Assistant Controller, Controller, or equivalent.
Education: BA/BS degree in accounting or related field required.
Certification: CPA required.
Physical Requirements The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations will be made to enable individuals with disabilities to perform the essential functions.
Must possess mobility to work in a standard office setting and to use standard office equipment, including a computer, stamina to maintain attention to detail despite interruptions, strength to lift and carry files weighing up to 5 pounds; vision to read printed materials and a computer screen, and hearing and speech to communicate in person and over the telephone. Individuals in client-serving positions must be able to travel to/from client sites, as required.
Normal office working conditions. The noise level in the work environment is quiet to moderate. Client environments may vary, depending on services provided, but most, if not all, work will be performed in a traditional office setting under normal working conditions.
Travel: This position requires occasional travel.
ABOUT THE FIRM CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 125 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
CLA is an equal opportunity employer and 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.
Requisition Number: 18-0519
Title: Chief Financial Officer