CAAS - Chief Financial Officer (Technology Industry) | Minneapolis, MN
Clifton Larson Allen - Minneapolis, MN
posted 5 days ago
About the position
CLA is looking to hire a Chief Financial Officer with Technology industry experience for our growing CAAS (Client Accounting & Advisory Services) group in Minneapolis, MN. As a CAAS Chief Financial Officer, you will perform CFO functions as part of the client's accounting services team. You will be accountable for identifying and implementing best practices related to the services provided to add value to the client. This role involves working with clients to set financial policy and being an active participant in, and driver of, the overall strategy. You will drive capital planning, risk management, ratio and KPI analysis, and board of director interactions. Additionally, you will lead financial administration, planning, and budgeting, oversee longer-term budget planning and cost management, monitor progress of budgets, and present operational metrics. You will ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds. Managing cash flow and forecasting, directing financial accounting, coordinating audit activities, and effectively managing multiple client engagements are also key responsibilities. Building strong client relationships and becoming a key member of the client management team, as well as developing a key external business network and becoming a service and industry thought leader, are essential aspects of this role.
Responsibilities
- Perform CFO functions as part of the client's accounting services team.
- Be accountable for identifying and implementing best practices related to the services provided to add value to the client.
- Work with client to set financial policy and be an active participant in, and driver of, 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.
- Monitor progress of budgets and presents operational metrics.
- Ensure financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
- Manage cash flow and forecasting, directing financial accounting.
- Coordinate audit activities.
- Effectively and efficiently manage multiple client engagements.
- Build strong client relationships and becomes a key member of client management team.
- Develop key external business network and becomes service and industry thought leader.
Requirements
- 8 years of relevant accounting and/or financial experience is required.
- Bachelor's degree is required (preferably within Accounting, Finance, or related field). Combination of related experience, education, and training may be accepted in lieu of degree.
- Ability to do frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.
- CPA certification preferred but not required.
- Knowledge of QuickBooks preferred.
- Prior project management and client management experience preferred but not required.
- Comfortable in fast paced environment and skilled in multitasking.
Nice-to-haves
- CPA certification
- Knowledge of QuickBooks
- Prior project management experience
- Prior client management experience
Benefits
- Flexible PTO (designed to offer flexible time away for you!)
- Up to 12 weeks paid parental leave.
- Paid Volunteer Time Off
- Mental health coverage
- Quarterly Wellness stipend
- Fertility benefits
