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CLA (CliftonLarsonAllen)

Transformation Associate - In-Office

Posted 29 Days Ago
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In-Office
Charlotte, NC, USA
Junior
In-Office
Charlotte, NC, USA
Junior
Supports firmwide transformation initiatives by documenting and standardizing processes, coordinating projects, delivering training, developing change-management communications, tracking tasks, analyzing reports, and monitoring KPIs. Collaborates with business leaders and subject matter experts to identify process improvements, integrate technology, resolve issues, and measure project outcomes.
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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 Transformation Associate to join our growing team.

The Transformation Associate supports firmwide transformation initiatives by reviewing current and future-state business processes, identifying opportunities for improvement, integrating technology, communicating impacts, and monitoring measures of success.


How You’ll Make an Impact

In this role, you will:

  • Assist with the development, documentation, standardization, and training of transformation processes across the firm.
  • Help deliver training to practitioners and transformation champions as needed.
  • Develop communications that encourage adoption of new initiatives and support effective change management.
  • Assist Transformation Managers and Directors with projects and strategic initiatives.
  • Support project planning, task tracking, and annual assignments.
  • Consult with subject matter experts to support project goals and deliverables.
  • Collaborate with service, industry, business, and project leaders across CLA.
  • Help reinforce established process standards, identify problem areas, and recommend solutions.
  • Measure key performance indicators and other success metrics.
  • Run reports, conduct analysis, and coordinate with teams across the firm to monitor project outcomes.

What You’ll Bring
  • Bachelor’s degree in Accounting, Finance, Business Management, or a related field is preferred.
  • A combination of relevant education, experience, and training may be accepted in place of a degree.
  • One year of public accounting or professional services experience is preferred.

Technical Competencies

  • Advanced knowledge of CLA processes is preferred.
  • Proficiency with Microsoft Outlook, Word, Excel, PowerPoint, and other Microsoft Office applications.
  • Strong project management skills, including attention to accuracy, timeliness, conflict resolution, prioritization, and follow-through.
  • Strong communication and collaboration skills.
  • Ability to work effectively with subject matter experts, business stakeholders, and leaders across multiple functions.
  • Basic knowledge of one or more applications used by CLA practitioners is preferred, including: CCH Axcess Tax CCH ProSystem fx Engagement FloQast QuickBooks
  • Ability to travel less than 10%.

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.

CLA (CliftonLarsonAllen) Charlotte, North Carolina, USA Office

Charlotte, United States

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