Teams at CLA (CliftonLarsonAllen)

Provides outsourced CFO services to nonprofit clients, including financial policy, strategic planning, capital planning, risk management, budgeting, cash-flow forecasting, KPI analysis, financial administration, audit coordination, and board engagement. The role manages multiple client engagements, develops client relationships, oversees financial records and staff, and serves as a financial thought leader. It requires substantial accounting leadership experience, with hybrid work and client-site collaboration in New York.

Leads and grows the National Tax Controversy team, representing clients in IRS examinations and appeals, resolving tax account and collection matters, and preparing penalty relief requests. Supports client-facing professionals, develops controversy policies and resources, creates tax communications, delivers webcasts, and collaborates on firm-wide tax quality initiatives.

Lead and manage business valuation engagements for financial reporting, transactions, litigation, and forensic matters. Oversee valuation of equity, debt, derivatives, and intangibles; review models and reports; support Assurance and Tax teams; develop client relationships; mentor staff; and drive process improvements and automation for valuation services.