Senior - Transformation at CliftonLarsonAllen LLP — Madison, WI

CLA is a 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.

About the role

CLA is looking to hire a Senior - Transformation. This role is responsible for supporting transformation projects at the firm by reviewing current and future state business processes, identifying improvements, integrating technology, communicating impacts, and monitoring metrics of success.

Primary Responsibilities…

• Communication & Training: Participates in development of process documentation, standardization, and training of transformation processes across the firm. May deliver training to practitioners and champions as needed. Provides communication to encourage adoption of initiatives and foster change management.
• Project Management: Assists Transformation Managers and Directors with project initiatives. Supports tracking, assigning, and managing project tasks. Leads annual projects and assignments as assigned. Identifies and consults with subject matter experts (SMEs) for project initiatives.
• Collaboration: Actively seeks out and includes SMEs and business stakeholders from across the CLA family, including service and industry leadership as well as project leadership. Collaboration results in enforcement of existing process standards, identification of problematic areas and recommendation of solutions.
• Success Metrics: Measures key performance metrics (KPI’s), runs reports, conducts analysis, and coordinates with other areas of the firm to monitor success metrics as needed.
• Mentorship: May provide training to junior members of the transformation team and act as point of escalation for complex transformation questions. May act as Peer Advisor and/or Career Coach to assist other family members in growing their inspired careers.

What you will need:

• Education: Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree. Degrees in Accounting, Finance, Business Management or related field preferred.
• Experience: 4 years of public accounting or professional services experience required.
• Advanced technical knowledge of CLA processes is preferred.
• Proficiency with Microsoft Outlook and Office products (Word, Excel, PowerPoint, etc.) required.
• Strong project management skills required (attention to accuracy, timeliness, conflict resolution, and alignment to priorities and commitments).
• Basic knowledge of one or more applications used by CLA’s practitioners preferred (CCH Axcess Tax suite, CCH Pfx Engagement, FloQast, QuickBooks, etc.).
• Travel: <10% travel.

Our approach to compensation emphasizes collaboration and career growth. We pay competitive wages and view compensation as an investment in our people. Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The compensation range for this position in Minnesota is: $89,000.00 – $153,000.00

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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.