CFO- CAAS- Private Industry

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2 Locations
In-Office
Fintech
The Role

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, 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 CFO to lead our growing Client Accounting and Advisory) practice in Connecticut.  Opportunities are available in our West Hartford and Shelton locations.

In this role, you will assist in managing a team of accounting and finance professionals to deliver outsourced accounting solutions to clients as well as provide CFO consulting services yourself.  The consulting and 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 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.
  • Partner with local leaders on CAAS go-to-market strategies and partner with others to respond to market opportunities.

Job Requirements:

  • 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..
  • Experience in using personal and professional network for business development and proven record of building and managing teams through growth.
  • CPA not required but highly 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

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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.

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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