CAAS Principal - State and Local Government

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.

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

CLA is seeking a Principal for our Client accounting and Advisory Services (CAAS) practice. Our CAAS team 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.  This leader will anchor the state & local government team in providing services to New York governments and be the face of CLA’s state & local government practice in the community, driving business development and building an infrastructure of talent to support that growth. 

Responsibilities:  

• Works with clients to set financial policy and is an active participant in, and driver of, the overall strategy.  
• Leads financial administration, planning, and budgeting.  
• Frequently partners 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.
• Oversees longer-term budget planning and cost management.  Monitors progress of budgets and presents operational metrics and KPI’s.
• Ensures staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.  
• Accountable for identifying and implementing best practices related to the service(s) provided to add value to the client.
• Develops full knowledge of GAAP and deep understanding of financial and operational aspects of their specific industry.
• Ability to effectively and efficiently manage multiple client engagements.  Builds strong client relationships and becomes a key member of client management team.  
• Maintains knowledge of client’s organizational policies and procedures, federal and state policies and directives, and current accounting standards.

Business Development Responsibilities:

• Ability to develop key external business network and becomes service and industry thought leader.
• Manage internal and external referrals through CRM.
• Interaction and coordination with internal client relationship leaders in the firm.
• Proposal writing and presentations.
   

Job Requirements:

• BA/BS degree in accounting, finance or related field required. 
• Current CPA licensure required
• 8+ years of public accounting experience with emphasis in financial statement preparation, audits, reviews, and compilations.
• Experience leading teams of high performing people and managing governmental audits and Single audits strongly preferred
• This position requires frequent local travel to/from client sites and may require occasional non-local or overnight travel for client visits, training, meetings and/or other business-related purposes.

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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