Chief Financial Officer, Professional Services

CLA (CliftonLarsonAllen)

. Perform CFO functions as part of the client’s accounting services team .

Posted 10/7/2026full-timeUnited StatesLead💰 $131,000 - $258,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in financial administration, capital planning, and risk management while effectively managing multiple client engagements and building strong client relationships. Proficient in financial record systems and operational metrics monitoring.

Highest-signal resume keywords

CFO FunctionsFinancial AdministrationCapital PlanningKPI AnalysisClient Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial Policy DevelopmentBudget PlanningCost ManagementCash Flow ManagementForecastingAudit CoordinationRatio AnalysisOperational Metrics MonitoringFinancial Record SystemsProject Management

Soft Skills

MultitaskingClient Relationship BuildingEffective CommunicationStrategic ThinkingAdaptability

Tools & Technologies

QuickBooksSage Intacct

Certifications & Qualifications

CPA Certification

Industry Keywords

Accounting ServicesFinancial StrategyRisk ManagementClient EngagementsThought Leadership

About the role

Key responsibilities & impact

Perform CFO functions as part of the client’s accounting services team
Identify and implement best practices related to provided services
Work with clients to set financial policy and drive overall strategy
Drive capital planning, risk management, ratio and KPI analysis, and board interactions
Lead financial administration, planning, and budgeting
Oversee longer-term budget planning and cost management
Monitor budgets and present operational metrics
Ensure financial staff maintain financial record systems in accordance with appropriate principles
Monitor the use of funds
Manage cash flow and forecasting, directing financial accounting
Coordinate audit activities
Manage multiple client engagements
Build strong client relationships and participate as a key member of client management teams
Develop external business networks and become a service and industry thought leader

Requirements

What you’ll need

8 years of relevant accounting and/or financial experience required
Bachelor's degree required
Combination of related experience, education, and training may be accepted in lieu of degree
Prior project management and client management experience preferred but not required
CPA certification preferred but not required
Knowledge of QuickBooks and Sage Intacct highly preferred
Comfortable in a fast-paced environment
Skilled in multitasking
Ability to effectively and efficiently manage multiple client engagements
Local travel to/from client sites required
Occasional non-local or overnight travel may be required

Benefits

Comp & perks

Health insurance
Dental insurance
Vision insurance
401(k)
Comprehensive benefit options supporting physical, financial, social, and emotional well-being
Competitive wages
Career growth opportunities