CAAS - Chief Financial Officer Nonprofit

Reposted 10 Days Ago
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Charlotte, NC, USA
In-Office
Senior level
Fintech
The Role
The Chief Financial Officer for Nonprofit will oversee financial administration, set financial policies, drive capital planning, and manage both internal and external relations to grow the CAAS practice.
Summary Generated by Built In

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 9,300 people, 120 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.

About the role:

CLA is looking to hire a Chief Financial Officer - Nonprofit for our Consulting & Outsourcing practice who can sit in our Charlotte, NC office. Our Consulting & Outsourcing practice 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.

As a Chief Financial Officer, you will:

  • 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.

Business Development Responsibilities...

  • Develop key external business network to grow the CAAS practice.

  • Be known as a CAAS (when applicable, in a specific industry) thought leader both within the firm and externally.

  • 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.

What you will need:

  • Eight years relative accounting and/or financial experience is required.

  • Bachelor’s degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

  • Nonprofit industry experience is highly preferred!

  • CPA certification preferred but not required.

  • Knowledge of QuickBooks preferred.

  • Prior project management and client management experience preferred but not required.

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-MK1

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.

Skills Required

  • Eight years relative accounting and/or financial experience
  • Bachelor's degree
  • Nonprofit industry experience
  • CPA certification
  • Knowledge of QuickBooks
  • Prior project management and client management experience

CLA (CliftonLarsonAllen) Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about CLA (CliftonLarsonAllen) and has not been reviewed or approved by CLA (CliftonLarsonAllen).

  • Parental & Family Support Paid parental leave, adoption assistance, and family-building programs are emphasized alongside resources for caregivers and nursing parents. These offerings indicate meaningful support for major life events and family needs.
  • Leave & Time Off Breadth Flexible PTO for eligible roles, paid holidays, and volunteer time off point to a broad time-off portfolio. These options expand scheduling flexibility beyond standard vacation.
  • Wellbeing & Lifestyle Benefits Wellness and mental-health programs include virtual care, counseling, CBT tools, condition-management, and a wellness stipend. Added lifestyle supports such as Hinge Health and Omada broaden wellbeing resources.

CLA (CliftonLarsonAllen) Insights

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The Company
Century City, California
6,732 Employees
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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