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Business & Accounting Applications Analyst

Job in Charlotte, Mecklenburg County, North Carolina, 28245, USA
Listing for: CliftonLarsonAllen Wealth Advisors, LLC
Full Time position
Listed on 2026-10-05
Job specializations:
  • IT/Tech
    IT Business Analyst, IT Consultant, IT Support
Salary/Wage Range or Industry Benchmark: 75000 - 110000 USD Yearly USD 75000.00 110000.00 YEAR
Job Description & How to Apply Below
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 9,000 people, over 130 U.S. locations, and a global vision, we promise to know you and help you.

CLA is dedicated to building a culture that welcomes different beliefs and perspectives and encourages a sense of belonging. If you are excited to build an inspired career, we encourage you to apply.

CLA is looking to hire a
** Business & Accounting Applications Analyst
** to join our growing team.

The Business & Accounting Applications Analyst plays an important role in implementing, supporting, and optimizing accounting and business technology solutions used by CLA professionals and clients. This individual serves as a trusted technology advisor, helping bridge the gap between business needs, accounting operations, and modern cloud-based applications.## How You'll Make an Impact### Application Implementation and Configuration
* Assist with configuring and optimizing finance, accounting, expense management, and reporting applications.
* Configure and maintain system settings, user roles, permissions, workflows, and application preferences.
* Support application onboarding and data migration activities, including data mapping, cleansing, conversion, validation, and reconciliation.
* Document implementation procedures, operational standards, and best practices.
* Collaborate with internal teams and software vendors to identify and resolve implementation issues.
* Help drive successful application implementations and technology-adoption efforts.
* Support users throughout the implementation and onboarding process.### Application Support and Troubleshooting
* Serve as a subject matter resource for supported accounting and business applications.
* Troubleshoot application, integration, synchronization, and user-access issues.
* Investigate and resolve support requests while delivering a high level of customer service.
* Escalate complex issues to software vendors or internal technical resources when appropriate.
* Analyze root causes and recommend sustainable, long-term solutions.
* Monitor application health, integration performance, and recurring support trends.
* Build trusted relationships with internal teams and clients using supported applications.
* Help users understand application features, functionality, and best practices.### Process Improvement and Knowledge Management
* Identify opportunities to improve operational efficiency through automation and process standardization.
* Apply AI-enabled tools, including Microsoft Copilot, Claude, and similar technologies, to improve efficiency and work quality.
* Create and maintain knowledge articles, troubleshooting documentation, implementation guides, and support resources.
* Contribute to the continuous improvement of internal knowledge resources and support processes.
* Assist with evaluating new products, application features, and emerging technologies.
* Help create scalable documentation, training materials, and application-support processes.
* Contribute to CLA's growing AI and digital transformation initiatives.
* Recommend technology solutions that support accounting operations and broader business needs.##
** Experience
* ** Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
2 years experience in customer service support required
* 2 years experience in customer service support required
* 2 years experience in an area of application support, Helpdesk, Desktop Management, Mobile device/application support or similar IT experience preferred
** Familiarity With One or More of the Following Preferred
*** ERP Systems:
Digits, Quick Books Online (QBO), Sage Intacct, Xero
* Spend Management:
Ramp, BILL, Expensify
* FP&A:
Fathom, Power BI
* Other:
Power Query, Power Apps
** Preferred Experience
*** Experience supporting or implementing cloud-based business applications.
* Experience working in a client-facing or consulting environment.
* Experience with ticketing systems, knowledge management platforms, or customer support processes.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities Click to learn about your hiring rights.
** Wellness at CLA
** To support our CLA family members, we focus on their physical, financial, social, and emotional…
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