CAAS Chief Financial Officer - Professional Service Organizations

Job Summary

CLA is seeking a Chief Financial Officer with Professional Service experience for its growing CAAS (Client Accounting & Advisory Services) in Nashville, TN or King of Prussia, PA. The role involves driving business development, building relationships, and supporting the practice's growth.

Responsibilities

• Perform CFO functions as part of the client’s accounting services team.
• Identify and implement best practices related to the services provided to add value to the client.
• Work with clients 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.
• Maintain financial record systems in accordance with appropriate principles and monitor the use of funds.
• Manage cash flow and forecasting, directing financial accounting.
• Cookordination audit activities.
• Build strong client relationships and become a key member of the client management team.
• Develop key external business networks and become a service and industry thought leader.

Requirements

• Experience: 8+ years of experience in an accounting or finance role.
• Deep professional services industry specialization.
• Working knowledge of accounting software, including QuickBooks, Intacct, and Bill.com.
• Experience in using personal and professional networks for business development and proven record of building and managing teams through growth.
• Education: Bachelor’s degree 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.

Benefits

CLA offers comprehensive benefits including health, dental, vision, 401k, and more. For a complete list of benefits, click here.