CliftonLarsonAllen LLP logo

Business & Accounting Applications Analyst

CliftonLarsonAllen LLP
  • Charlotte, North Carolina
    3 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 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 Business & Accounting Applications Analyst to join our growing team.


    The Business & Accounting Applications Analyst plays an important role in implementing, supporting, and optimizing accounting and business technology solutions used by CLA professionals and clients. This individual serves as a trusted technology advisor, helping bridge the gap between business needs, accounting operations, and modern cloud-based applications.


    The ideal candidate is naturally curious, highly analytical, client-focused, and passionate about using technology and AI-enabled tools to improve business outcomes. This position provides exposure to a rapidly evolving accounting technology ecosystem and opportunities to work directly with firm stakeholders, software vendors, and technical teams.


    How You’ll Make an Impact


    Application Implementation and Configuration

    • Assist with configuring and optimizing finance, accounting, expense management, and reporting applications.
    • Configure and maintain system settings, user roles, permissions, workflows, and application preferences.
    • Support application onboarding and data migration activities, including data mapping, cleansing, conversion, validation, and reconciliation.
    • Document implementation procedures, operational standards, and best practices.
    • Collaborate with internal teams and software vendors to identify and resolve implementation issues.
    • Help drive successful application implementations and technology-adoption efforts.
    • Support users throughout the implementation and onboarding process.

    Application Support and Troubleshooting

    • Serve as a subject matter resource for supported accounting and business applications.
    • Troubleshoot application, integration, synchronization, and user-access issues.
    • Investigate and resolve support requests while delivering a high level of customer service.
    • Escalate complex issues to software vendors or internal technical resources when appropriate.
    • Analyze root causes and recommend sustainable, long-term solutions.
    • Monitor application health, integration performance, and recurring support trends.
    • Build trusted relationships with internal teams and clients using supported applications.
    • Help users understand application features, functionality, and best practices.

    Process Improvement and Knowledge Management

    • Identify opportunities to improve operational efficiency through automation and process standardization.
    • Apply AI-enabled tools, including Microsoft Copilot, Claude, and similar technologies, to improve efficiency and work quality.
    • Create and maintain knowledge articles, troubleshooting documentation, implementation guides, and support resources.
    • Contribute to the continuous improvement of internal knowledge resources and support processes.
    • Assist with evaluating new products, application features, and emerging technologies.
    • Help create scalable documentation, training materials, and application-support processes.
    • Contribute to CLA’s growing AI and digital transformation initiatives.
    • Recommend technology solutions that support accounting operations and broader business needs.

    Experience

    • Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.2 years experience in customer service support required
    • 2 years experience in customer service support required
    • 2 years experience in an area of application support, Helpdesk, Desktop Management, Mobile device/application support or similar IT experience preferred

    Familiarity With One or More of the Following Preferred

    • ERP Systems: Digits, QuickBooks Online (QBO), Sage Intacct, Xero 
    • Spend Management: Ramp, BILL, Expensify 
    • FP&A: Fathom, Power BI 
    • Other: Power Query, Power Apps 

    Preferred Experience 

    • Experience supporting or implementing cloud-based business applications. 
    • Experience working in a client-facing or consulting environment. 
    • Experience with ticketing systems, knowledge management platforms, or customer support processes. 

     


    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
     
    Click here to learn about your hiring rights.


    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.



    Numbers & Facts

    LocationCharlotte, North Carolina
    IndustryAccounting and Auditing Services
    Company Size1,500 to 1,999 employees
    Year Founded2012
    Websitehttp://www.claconnect.com/

    About Company

    CliftonLarsonAllen (CLA) is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help enhance our client's 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 nearly 4,000 people, 90 US locations and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

    Skills

    • Accountingunmatched
    • Accounting Softwareunmatched
    • Analysis Skillsunmatched
    • Application Integrationunmatched
    • Artificial Intelligence (AI)unmatched
    • Automationunmatched
    • Best Practicesunmatched
    • Business Solutionsunmatched
    • Cloud Applicationsunmatched
    • Cloud Computingunmatched
    • Consultingunmatched
    • Continuous Improvementunmatched
    • Customer Relationsunmatched
    • Customer Support/Serviceunmatched
    • Data Mappingunmatched
    • Data Migrationunmatched
    • Desktop PCunmatched
    • Documentationunmatched
    • ERP (Enterprise Resource Planning)unmatched
    • Ecosystemsunmatched
    • Emerging Technologyunmatched
    • Expense Managementunmatched
    • Expense Reporting Softwareunmatched
    • Financeunmatched
    • Financial Planning and Analysis (FP&A)unmatched
    • IT Service Management (ITSM)unmatched
    • Identify Issuesunmatched
    • Information Technology & Information Systemsunmatched
    • Intuit Quickbooksunmatched
    • Knowledge Managementunmatched
    • Knowledge Management Systemsunmatched
    • Microsoft Product Familyunmatched
    • Mobile Applicationsunmatched
    • Onboardingunmatched
    • Operational Improvementunmatched
    • Operational Strategyunmatched
    • Operational Supportunmatched
    • Operations Processesunmatched
    • Outsourcingunmatched
    • Power BIunmatched
    • Problem Solving Skillsunmatched
    • Procedure Implementationunmatched
    • Process Improvementunmatched
    • Product Testingunmatched
    • Professional Servicesunmatched
    • Reconciliationunmatched
    • Root Cause Analysisunmatched
    • Software Administrationunmatched
    • Vendor/Supplier Selectionunmatched

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