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Transformation Associate – On-Site
CLA (CliftonLarsonAllen). Support transformation projects across the firm .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in process improvement, project management, and technology integration while effectively communicating and collaborating with various stakeholders. Proficient in developing training materials and measuring key performance indicators to support transformation initiatives.
Highest-signal resume keywords
Project Management SkillsProcess ImprovementTechnology IntegrationMicrosoft Office ProficiencyCLA Process Knowledge
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Process DocumentationTraining DevelopmentKey Performance Indicator MeasurementData AnalysisTask Tracking
Soft Skills
CommunicationCollaborationConflict ResolutionAttention to Detail
Tools & Technologies
Microsoft OutlookMicrosoft WordMicrosoft ExcelMicrosoft PowerPointCCH Axcess TaxCCH ProSystem fx EngagementFloQastQuickBooks
Industry Keywords
Public AccountingProfessional ServicesTransformation ProjectsChange Management
About the role
Key responsibilities & impact- Support transformation projects across the firm
- Review current and future-state business processes
- Identify opportunities for process improvement
- Support technology integration
- Communicate impacts and monitor measures of success
- Collaborate with Transformation Managers, Directors, subject matter experts, business stakeholders, service and industry leadership, and project leadership
- Develop process documentation, standardization, and training for transformation processes
- Assist with delivering training to practitioners and champions
- Develop communications supporting initiative adoption and change management
- Assist Transformation Managers and Directors with project initiatives
- Support project planning and task tracking
- Participate in annual projects and assignments
- Reinforce existing process standards, identify concerns, and recommend solutions
- Measure key performance indicators, run reports, conduct analysis, and monitor success metrics
- Complete additional responsibilities and projects as assigned
Requirements
What you’ll need- Bachelor’s degree is required
- A combination of relevant experience, education, and training may be accepted in place of a degree
- One year of public accounting or professional services experience is preferred
- Advanced technical knowledge of CLA processes is preferred
- Proficiency with Microsoft Outlook and Microsoft Office products, including Word, Excel, and PowerPoint, is required
- Strong project management skills, including attention to accuracy, timeliness, conflict resolution, and alignment with priorities and commitments, are required
- Basic knowledge of one or more applications used by CLA practitioners is preferred, including CCH Axcess Tax, CCH ProSystem fx Engagement, FloQast, or QuickBooks
- Less than 10% travel is required
- No certifications or licenses are required
Benefits
Comp & perks- Health insurance
- Dental insurance
- Vision insurance
- 401(k)
- Comprehensive benefit options supporting physical, financial, social, and emotional well-being
- Less than 10% travel