Chief Financial Officer - Technology - Outsourcing - Bay Area
Walnut Creek, CA  / San Jose, CA  / Novato, CA 
Posted 22 days ago
Job Description

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.

About the role:

CLA is looking to hire a CFO with experience serving in the Technology industry for our Client Accounting and Advisory Services (CAAS) practice in the Bay Area. This role performs Chief Financial Officer (CFO) functions as part of the client's accounting services team. They act as and manage the designated function(s) for the client. They are also accountable for identifying and implementing best practices related to the service(s) provided to add value to the client. Develops full knowledge of GAAP (FASB/SFAS) and deep understanding of financial and operational aspects of their specific industry.

Essential Job Responsibilities:


  • Works with client 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.
  • Ensures financial staff maintains financial record systems in accordance with appropriate principles and monitors the use of funds.
  • Manages cash flow and forecasting, directing financial accounting.
  • Coordinates audit activities. Ability to manage multiple client engagements effectively and efficiently.
  • Builds strong client relationships and becomes a key member of client management team. Ability to develop key external business network and becomes service and industry thought leader.


  • Build leadership and problem identification skills.
  • Learn external lender and investor communications.
  • Primary focus on internal communications and activities.
  • Capital planning, risk management, ratio and KPI analysis, and board of director interactions.

Client Service:

  • Maintains knowledge of client's organizational policies and procedures, federal and state policies and directives, and current accounting standards.
  • Understanding of GAAP and construction industry related technical expertise.

Job Requirements:

  • Education: Bachelor's degree is required. Combination of related experience, education, and training may be accepted in lieu of degree.
  • Experience: 8 years of relevant accounting and/or financial experience is required. Relevant work experience in the Tech industry is highly preferred.
  • Technical Knowledge: Working knowledge of accounting software. Proficiency and aptitude for applicable software (Microsoft Excel, Word, Outlook, etc.).
  • Travel: 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.

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

The wage range for this position is: $144,000 to $240,000 USD Annual.

Factors such as geography, experience, education, skills, and knowledge may impact position of pay within the range.

The application window for this position is anticipated to close 30 days from the posted date or once the position has been filled.


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 here.

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.

EOE/AA Employer/Vets/Disability


Job Summary
Start Date
As soon as possible
Employment Term and Type
Regular, Full Time
Required Education
Bachelor's Degree
Required Experience
8+ years
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