Transformation Associate - In-Office

Posted 2 Days Ago
Be an Early Applicant
2 Locations
In-Office
Junior
Consulting
The Role
Supports firmwide transformation initiatives by documenting and standardizing processes, coordinating projects, delivering training, developing change-management communications, tracking tasks, analyzing reports, and monitoring KPIs. Collaborates with business leaders and subject matter experts to identify process improvements, integrate technology, resolve issues, and measure project outcomes.
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 9,000 people, over 130 U.S. locations, and a global vision, we promise to know you and help you.


CLA is dedicated to building a culture that welcomes different beliefs and perspectives, and encourages a sense of belonging. If you are excited to build an inspired career, we encourage you to apply.


CLA is looking to hire a Transformation Associate to join our growing team.

The Transformation Associate supports firmwide transformation initiatives by reviewing current and future-state business processes, identifying opportunities for improvement, integrating technology, communicating impacts, and monitoring measures of success.


How You’ll Make an Impact

In this role, you will:

  • Assist with the development, documentation, standardization, and training of transformation processes across the firm.
  • Help deliver training to practitioners and transformation champions as needed.
  • Develop communications that encourage adoption of new initiatives and support effective change management.
  • Assist Transformation Managers and Directors with projects and strategic initiatives.
  • Support project planning, task tracking, and annual assignments.
  • Consult with subject matter experts to support project goals and deliverables.
  • Collaborate with service, industry, business, and project leaders across CLA.
  • Help reinforce established process standards, identify problem areas, and recommend solutions.
  • Measure key performance indicators and other success metrics.
  • Run reports, conduct analysis, and coordinate with teams across the firm to monitor project outcomes.

What You’ll Bring
  • Bachelor’s degree in Accounting, Finance, Business Management, or a related field is preferred.
  • A combination of relevant education, experience, and training may be accepted in place of a degree.
  • One year of public accounting or professional services experience is preferred.

Technical Competencies

  • Advanced knowledge of CLA processes is preferred.
  • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and other Microsoft Office applications.
  • Strong project management skills, including attention to accuracy, timeliness, conflict resolution, prioritization, and follow-through.
  • Strong communication and collaboration skills.
  • Ability to work effectively with subject matter experts, business stakeholders, and leaders across multiple functions.
  • Basic knowledge of one or more applications used by CLA practitioners is preferred, including: CCH Axcess Tax CCH ProSystem fx Engagement FloQast QuickBooks
  • Ability to travel less than 10%.

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

  • Bachelor's degree in Accounting, Finance, Business Management, or a related field
  • Relevant education, experience, and training may substitute for a bachelor's degree
  • One year of public accounting or professional services experience
  • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and other Microsoft Office applications
  • Strong project management skills, including accuracy, timeliness, conflict resolution, prioritization, and follow-through
  • Strong communication and collaboration skills
  • Ability to work effectively with subject matter experts, business stakeholders, and leaders across multiple functions
  • Basic knowledge of one or more CLA practitioner applications, including CCH Axcess Tax, CCH ProSystem fx Engagement, FloQast, or QuickBooks
  • Ability to travel less than 10%

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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