CAAS - Chief Financial Officer Nonprofit

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 9,300 people, 120 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

About the role:

CLA is looking to hire a Chief Financial Officer - Nonprofit for our Consulting & Outsourcing practice who can sit in our Charlotte, NC office. Our Consulting & Outsourcing practice helps our clients transform their business with a collaborative approach that allows them to seamlessly mitigate risk, overcome challenges, meet deadlines, and identify personnel to help them with their workforce needs.

As a Chief Financial Officer, you will:

• 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.

Business Development Responsibilities...

• Develop key external business network to grow the CAAS practice.

• Be known as a CAAS (when applicable, in a specific industry) thought leader both within the firm and externally.

• Manage internal and external referrals through use of firm customer relationship management software.

• Interact and coordinate with internal client relationship leaders to grow CAAS services with existing CLA clients seamlessly.

• Lead proposal writing, and presentation efforts as needed.

What you will need:

• Eight years relative accounting and/or financial experience is required.

• Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.

• Nonprofit industry experience is highly preferred!

• CPA certification preferred but not required.

• Knowledge of QuickBooks preferred.

• Prior project management and client management experience preferred but not required.

Our Perks:

• 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

• Complete list of benefits here

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.