Market Facing CFO (Southeast Wisconsin)

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 8,500 people, 130 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.
CLA is looking to hire a Market Facing-Chief Financial Officer for our fast-growing Client Accounting & Advisory Services (CAAS) practice, based out of either Milwaukee or Racine, WIoffice location.
In this role, you will manage a team of 10+ accounting and finance professionals to deliver outsourced accounting solutions to clients as well as provide CFO consulting services yourself. The Consulting & Outsourcing team has experienced significant growth over the past few years and this role will implement strategic initiatives to continue to grow the team and scale the operations.
Market Facing/Business Development Responsibilities - Primary:

• Develop key external business network to grow the CAAS practice.
• When applicable, in a specific industry, be known as a CAAS 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 services with existing CLA clients seamlessly.
• Lead proposal writing and presentation efforts as needed.

As a CFO you will...

• Work with clients to set financial policy and drive overall business strategy.
• Frequently partner with client's leadership on operational and strategic issues as they arise, providing recommendations based on financial analysis of projections, cost identification and allocation, and revenue/expense analysis.
• Monitors progress of budgets and presents operational metrics.
• Ensures financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds. Manages cash flow and forecasting, directing financial accounting.
• Builds strong client relationships and becomes a key member of client management teams.
• Manage Capital planning, risk management, ratio and KPI analysis, and board of director interactions.
• Maintain knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
• Understanding of GAAP and industry related technical expertise.

What you will need:

• Experience: At least 8 years relevant accounting and/or financial experience is required. Relevant business development experience is highly preferred.
• Education: Bachelor's degree is required (preferrable in accounting, finance, business administration or a related field). Combination of related experience, education, and training may be accepted in lieu of degree.
• CPA is preferred, but not required.
• Technical Skills: General knowledge of accounting software (ie: QuickBooks-Online).
• Travel: Ability to travel to local area client sites as needed.

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 /AA Employer/Minorities/Women/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.