CFO- CAAS- Private Industry

Reposted 15 Hours Ago
Be an Early Applicant
2 Locations
In-Office
Senior level
Fintech
The Role
Lead CLA's nonprofit Client Accounting and Advisory practice in Connecticut, managing and scaling outsourced accounting operations and delivering CFO consulting. Oversee budgeting, forecasting, cash flow, GAAP-compliant financial records, capital planning, risk management, and board interactions. Build client relationships, manage multiple engagements, and drive business development and go-to-market strategy for the CAAS nonprofit team.
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 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

#LI-PK1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
Click here to learn about your hiring rights.

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.

Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

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.

Similar Jobs

Cox Enterprises Logo Cox Enterprises

Client Integration Specialist II (vAuto)

Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Remote or Hybrid
United States
50000 Employees
20-30 Hourly

CDW Logo CDW

Sales Executive

Information Technology
Remote or Hybrid
US
15100 Employees
60K-108K Annually
Remote or Hybrid
US
15100 Employees
103K-148K Annually
Remote or Hybrid
US
15100 Employees
16-16 Hourly

Similar Companies Hiring

Rain Thumbnail
Blockchain • Fintech • Payments • Financial Services • Cryptocurrency • Web3 • Infrastructure as a Service (IaaS)
New York, NY
100 Employees
Scotch Thumbnail
Artificial Intelligence • eCommerce • Fintech • Payments • Retail • Software • Analytics
US
35 Employees
Kepler  Thumbnail
Fintech • Software
New York, New York
6 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account