Transformation Associate

CLA (CliftonLarsonAllen)

. Assist with the development, documentation, standardization, and training of transformation processes across the firm .

Posted 10/6/2026full-timeCharlotte • North Carolina • United StatesJuniorMid-LevelWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong project management skills, effective communication, and collaboration abilities while supporting transformation processes and initiatives. Proficient in Microsoft Office applications and familiar with industry-specific tools to enhance project outcomes.

Highest-signal resume keywords

Project Management SkillsMicrosoft Office ProficiencyChange ManagementCollaboration SkillsPublic Accounting Experience

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Project PlanningTask TrackingData AnalysisPerformance MeasurementProcess Standardization

Soft Skills

Communication SkillsCollaboration SkillsConflict ResolutionAttention to DetailPrioritization

Tools & Technologies

CCH Axcess TaxCCH ProSystem fx EngagementFloQastQuickBooks

Industry Keywords

Transformation ProcessesPublic AccountingProfessional ServicesChange ManagementStakeholder Engagement

About the role

Key responsibilities & impact

Assist with the development, documentation, standardization, and training of transformation processes across the firm
Help deliver training to practitioners and transformation champions
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
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

Requirements

What you’ll need

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
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
Ability to travel less than 10%
Basic knowledge of one or more applications used by CLA practitioners is preferred, including CCH Axcess Tax, CCH ProSystem fx Engagement, FloQast, and QuickBooks

Benefits

Comp & perks

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