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. This is a full-time/permanent position driving business development, relationship building, and supporting practice 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 participate in and drive 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 of 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

• 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.
• Bachelor’s degree in accounting, finance, business administration, or a related field (preferred).
• 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.