CAAS - Office Leader/CFO (Pittsburgh, PA)

Posted 3 Days Ago
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Pittsburgh, PA, USA
In-Office
Senior level
Consulting
The Role
Serve as local CAAS Office Leader and client-facing CFO: lead CAAS go-to-market and team initiatives, perform CFO functions for clients, drive financial policy, capital planning, budgeting, risk management, KPI analysis, and board interactions while supporting business development and client service.
Summary Generated by Built In

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 130 offices nationwide, We promise to know you and help you!

CLA is looking to hire an Office Leader/CFO for our growing CAAS (Client Accounting & Advisory Services) in Pittsburgh, PA. 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.

As the Office Leader you will...

  • Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives.

  • Partner with local leaders on CAAS go-to-market strategies and partner with others to respond to market opportunities.

  • Serve as the main point of contact to the Managing Principal Office related to service level questions.

  • Engage with the local CAAS team supporting CLA’s Better Together culture.

  • Partner with Industry Team Leaders to drive impeccable client service.

As a CFO 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.

Job Requirements:

  • Experience: 8+ years of experience in an accounting or finance role.

  • Deep 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 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.

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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

  • 8+ years of experience in an accounting or finance role
  • Bachelor's degree in accounting, finance, business administration, or related field (or equivalent experience)
  • Deep industry specialization
  • General knowledge of accounting software
  • Working knowledge of QuickBooks, Intacct, and Bill.com
  • Experience using personal and professional networks for business development and proven record of building and managing teams through growth
  • CPA credential
  • Ability to work primarily in-office and travel frequently to local client sites, with occasional non-local/overnight travel

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).

  • Wellbeing & Lifestyle Benefits Wellness resources are positioned as a differentiator, including a recurring wellness stipend and expanded mental-health support options. Flexible work arrangements such as work-from-home and flex time are also framed as meaningful non-cash rewards.
  • Parental & Family Support Family-building support is broad, including paid parental leave, adoption assistance, and fertility benefits. Additional programs like support for nursing parents who travel further strengthen the family benefits set.
  • Retirement Support Retirement benefits include a 401(k) match and profit sharing, with vesting time reportedly reduced in recent updates. This provides a clearer long-term value component beyond base pay.

CLA (CliftonLarsonAllen) Insights

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The Company
HQ: Minneapolis, MN
6,600 Employees
Year Founded: 2012

What We Do

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, audit, tax, and consulting services. Learn more about CLA.

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