At CLA we create inspired careers. We recognize that not everyone wants to grow their career paths in the same way. Thats why CLA exists to create opportunities. We promise to know you and help you.
CLA, THE Career-Building Firm, is recruiting a Shared Services (Central Solutions) Coordinator with experience supporting: business development, consultant/recruitment, consultant scheduling, CRM database maintenance, billing/financial analysis to join our Consulting and Accounting and Solutions team (CAST) practices in the Charlotte office!
The CAST Shared Services (Central Solutions) Coordinator supports CAST practices across the firm in a variety of functions, depending on the size and maturity of each particular CAST practice. Areas of focus include ensuring that client billing is completed business development support, consultant recruiting/retention support, consultant scheduling support, CRM database maintenance, billing and financial analysis and other areas as they arise.
Work Activities and Accountabilities
Finance Administration: Assists with the preparation of client billing invoices, A/R collections and financial analysis, and assists with revenue forecasting.
Consultant Support: Assists with reconciling and tracking consultant time, expense and status reports review; supports the maintenance of consultant schedule and availability information to maximize utilization of consultants; may assist with executing delegated responsibilities for consultant gatherings.
Client Documents: Prepares engagement letters, assists with client supply chain or vendor manager process, and other client support as needed.
Business Development: Assists with the creation and updating of consultant bios to maintain consistency and relevancy. Creates supporting documentation (for example, consultant skill set matrix) for proposed plans. Edits proposed plans for new opportunities. Updates consultant expertise grids. May assist with executing delegated responsibilities for outside events.
CRM Administration: CRM knowledgeable. Inputs account and contact details. Attends CAST Client Leader meetings to obtain pipeline updates. Runs CRM reports.
Experience, Education, and Certification Requirements
Experience: 3 years of work experience in a related field or industry preferred.
Education: Bachelors degree in Accounting or related field is preferred
Certification/ Licenses: None required.
CLA exists to create opportunities for our people, our clients, and our communities. We are a proud equal opportunity/affirmative action employer . All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity/expression, disability status, protected veteran status, national origin, or any other characteristic protected by law.
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CliftonLarsonAllen LLP (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing and public accounting capabilities to help enhance our clients enterprise value and assist them in growing and managing their related personal assets all the way from startup to succession and beyond. Our professionals are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 5,000 people and 100 US locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.
We are deeply invested in the success of our professionals and provide innovative career-building opportunities. At CLA, we aim to positively impact the clients we serve, the people we employ, the profession we represent and the communities we call home.
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CLA is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, disability status, protected veteran status, national origin, or any other characteristic protected by law.
Equal Opportunity Employer /AA Employer/Minorities/Women/Protected Veterans/Individuals with Disabilities
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