CAAS Office Leader​/Chief Financial Officer

At CLA we create inspired careers. CLA recognizes that not everyone wants to grow their career paths in the same way. That’s why CLA exists to create opportunities. With more than 8,500 employees and over 130 offices nationwide, we promise to know you and help you!

CLA is looking to hire an Office Leader/CFO for our growing CAAS (Client Accounting & Advisory Services) in Central California. Our CAAS service helps clients transform their business with a collaborative approach that mitigates risk, overcomes challenges, meets deadlines, and identifies personnel to support workforce needs. This is full‑time/permanent with CLA, driving business development, building relationships, and assisting the practice with building an infrastructure of talent to support growth.

Office Leader for the CAAS team:

• Work with local Client Relationship Leaders to cascade CAAS messaging and initiatives.

• Partner with local leaders on CAAS go‑to‑market strategies and respond to market opportunities.

• Serve as the main point of contact to the Managing Principal Office related to service‑level questions.

• Engage with the local CAAS team supporting CLA’s Better Together culture.

• Partner with Industry Team Leaders to drive impeccable client service.

CFO 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.

• 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 present operational metrics.

• 8+ years of experience in an accounting or finance role.

• General knowledge of accounting software and working knowledge of Quick Books, Intacct, and  preferred.

• Experience in using personal and professional network for business development and proven record of building and managing teams through growth.

• Bachelor’s degree is required (accounting, finance, business administration or related field highly preferred). Combination of relevant experience, education, and training may be accepted in lieu of degree.

• CPA not required but highly preferred.

• This position works primarily in‑office, with frequent local travel to client sites and occasional non‑local or overnight travel for client visits, training, meetings, and other business‑related purposes. Must be able to travel as needed.

• Flexible PTO.

• Up to 12 weeks paid parental leave.

• Paid Volunteer Time Off.

• Mental health coverage.

• Quarterly Wellness stipend.

• Fertility benefits.

• Complete list of benefits here.

The compensation range for this position in California: $148,000 – $253,000 (annual). Our approach emphasizes collaboration and career growth; wages are competitive and pay reflects geography, experience, education, skills, and knowledge.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.  to learn about your hiring rights.