CLA (CliftonLarsonAllen)

Accounting Manager

• Develop understanding of each client’s business and organizational operations
• Manage multiple clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Coordinate and review account reconciliations, including prepaids, receivables, fixed assets, payables, and accruals
• Complete complex account reconciliations and prepare, understand, and review financial statements
• Review general ledger, cash flow, allocations, and related accounting records
• Create process and procedure documentation and build backup coverage
• Complete sales tax returns and Form 1099s
• Prepare audit workpapers, tax return workpapers, and other client-requested forms or items
• Oversee workflow and quality of work produced by Associates and Analysts
• Assist with internal audit, due diligence, system selection, and other consultative projects

Senior Accounting – CAAS, Technology Industry

• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget, identifying issues and communicating progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members on a regular basis

Tax/Audit Intern

Associate

• Perform a wide range of audit and accounting procedures impacting industry-specific issues
• Audit complex areas or transactions
• Prepare financial statements and related reports
• Schedule, delegate, and review the work of staff
• Supervise, train, and mentor staff
• Keep Manager or Principal informed of engagement status and issues
• Proactively interact and communicate with clients to gather information and ensure timely engagement wrap-up
• Service nonprofit clients in New England
• Perform significant audit and other assurance engagements
• Build client relationships and provide close personal attention to client needs

Experienced Audit Associate, Nonprofit

Technical Project Manager

• Lead technical and functional discovery with dealership clients to understand current state, pain points, and business needs
• Classify client issues as training, configuration, workflow, integration, data, or product-defect issues
• Reproduce and document customer issues
• Scope technical support, optimization, and remediation projects
• Work with the Growth team to develop estimates, assumptions, deliverables, and Statements of Work
• Develop and implement efficient software deployment strategies and service-delivery toolkits
• Support post-implementation engagements
• Provide Tier 1 support to Tekion dealership clients
• Own the escalation path to Tekion
• Maintain a knowledge base of recurring dealership issues, root causes, and solutions
• Continuously improve processes and methodologies

Technical Project Lead

Growth Marketing

• Drive growth for CLA's Tekion practice
• Sell Tekion software and complementary services to CLA's existing dealership relationships
• Win new logos
• Work closely with the Tekion partner enablement team
• Co-sell Tekion into existing dealership relationships
• Find new sales opportunities
• Work directly with the Tekion sales team and Account Executives on joint pursuits and stalled opportunities
• Manage the prospective-client database and nurture prospect relationships
• Work with existing Tekion customers to identify unresolved needs for wrap-around services
• Own opportunity pipeline progression, next steps, forecasting, and Statement of Work coordination
• Maintain accurate activity and lead-qualification information in the CRM
• Meet defined revenue goals
• Create and develop opportunities needed to achieve sales goals
• Partner with team members on pricing and Statement of Work creation
• Establish post-sale handoff to delivery and customer success
• Develop client references and case studies
• Maintain in-depth knowledge of Tekion, CLA Digital solutions, and dealership industry trends
• Follow up persistently with prospects and clients

Digital Growth Director

Insurance

• Perform a wide range of audit and accounting procedures impacting industry-specific issues
• Audit complex areas and transactions
• Prepare financial statements and related reports
• Develop and train team interns
• Work with clients to resolve complex issues and achieve results
• Perform analytical reviews on financial accounts
• Identify trends

Associate, Assurance

Financial Planning and Analysis

• Perform CFO functions as part of the client’s accounting services team
• Identify and implement best practices related to provided services to add value to clients
• Work with clients to set financial policy and drive 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
• Monitor budget progress and present operational metrics
• Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors use of funds
• Manage cash flow and forecasting, directing financial accounting
• Coordinate audit activities
• Manage multiple client engagements
• Build strong client relationships and become a key member of client management teams
• Develop external business networks and become a service and industry thought leader

Chief Financial Officer – Real Estate/Construction

• Handle multiple clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Coordinate and process accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll
• Complete financial statements during month-end processing
• Coordinate and complete account reconciliations, including bank, credit card, prepaids, accounts receivable, fixed assets, accounts payable, and accruals
• Complete complex account reconciliations previously set up and supported by senior accounting staff
• Complete sales tax returns, Form 1099s, and other client-requested forms or items

Accounting Associate

• Develop understanding of each client’s business and organizational operations
• Manage multiple clients, software, and charts of accounts on a daily, weekly, and monthly basis
• Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts, and payroll transactions
• Coordinate and review account reconciliations, including prepaids, accounts receivable, fixed assets, accounts payable, accruals, investments, debt, and industry-specific accounts
• Prepare, understand, and review basic to complex financial statements
• Review general ledger, cash flow, and allocations
• Create process and procedure documentation and build backup proactively
• Complete sales tax returns and Form 1099s
• Prepare audit workpapers, tax return workpapers, and other client-requested forms or items
• Oversee workflow and quality of work produced by Associates and Analysts
• Assist with internal audit, due diligence, system selection, and other consultative projects

Senior Accounting, CAAS – Manufacturing Industry

Risk

• Deliver high-level client service through positive interactions with clients in multiple industries, CLA staff, and external entities
• Demonstrate awareness and understanding of clients’ technical environments and business processes
• Review controls relevant to businesses, networks, security devices, servers, and end-user computing devices
• Document supporting audit evidence in alignment with firm standards
• Identify key risks and mitigating controls
• Communicate project status and issues requiring immediate attention to appropriate team members

Business Risk Intern

• Prepare individual, corporate, partnership, and other types of tax returns
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget
• Identify issues and communicate progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate effectively with clients and CLA family members on a regular basis

Tax and Audit Intern

• Prepare individual, corporate, partnership, and other types of tax returns
• Perform audit, review, compilation, and other assurance services
• Gain experience, exposure, and knowledge of procedures, workpapers, and systems
• Support multiple client engagements on time and within budget
• Identify issues and communicate progress
• Expand industry knowledge through exposure to peers, clients, and formal training opportunities
• Complete research and special projects as needed
• Communicate regularly with clients and CLA family members

Director

• Lead and oversee audit and assurance engagements for manufacturing clients through all engagement phases
• Drive engagement strategy, including planning, staffing, budgeting, and execution
• Serve as a trusted advisor and key decision-maker for client engagements
• Communicate progress, recommendations, and significant developments to Engagement Principals and client leadership
• Recruit, coach, mentor, and develop high-performing teams
• Cultivate client relationships and discuss engagement objectives, scope, timelines, and fees
• Review and enhance audit programs and internal control evaluations
• Provide technical oversight and ensure quality and compliance
• Monitor engagement performance, budgets, and deadlines
• Identify process improvements and deliver insights and value to clients
• Facilitate client meetings and present findings, recommendations, and strategic insights

Audit Manager/Director, Manufacturing

• Lead and oversee audit and assurance engagements for professional services clients
• Guide teams through all phases of the engagement lifecycle
• Drive engagement strategy, including planning, staffing, budgeting, and execution
• Ensure projects are completed efficiently, on time, and aligned with client expectations
• Serve as a trusted advisor and key decision-maker for client engagements
• Communicate progress, recommendations, and significant developments to Engagement Principals and client leadership
• Recruit, coach, mentor, and develop high-performing teams
• Manage performance and support professional growth opportunities
• Cultivate client relationships and discuss engagement objectives, scope, timelines, and fees
• Review and enhance audit programs and internal control evaluations
• Provide technical oversight and ensure quality and compliance
• Monitor engagement performance, budgets, and deadlines
• Identify process improvements and deliver insights and value for clients
• Facilitate client meetings and present findings, recommendations, and strategic insights

Audit Manager/Director – Professional Services Industry Team

• Perform the detail work of audits, reviews, some compilations, and other assurance services for clients.
• Support multiple client engagements of varying size and complexity on time and within budget.
• Communicate progress and audit results to supervisors.
• Complete assigned portions of engagements consistently and accurately within tight time frames.
• Proactively interact and communicate with clients to gather information and ensure timely engagement wrap-up.
• Audit complex areas and transactions.
• Prepare financial statements and related reports.
• May begin to direct small audits at the two-year level.
• Collaborate with managers and principals to ensure effective communication and service delivery.
• Develop and maintain effective client relationships.
• Work with clients in the State and Local Government practice.

Senior Accounting – CAAS, Technology Industry

Tax/Audit Intern

Experienced Audit Associate, Nonprofit

Technical Project Lead

Digital Growth Director

Associate, Assurance

Chief Financial Officer – Real Estate/Construction

Accounting Associate

Senior Accounting, CAAS – Manufacturing Industry

Business Risk Intern

Tax and Audit Intern

Tax/Audit Intern

Audit Manager/Director, Manufacturing

Audit Manager/Director – Professional Services Industry Team

Audit Associate – State and Local Government