The CAST Central Solutions Analyst supports CAST practices across the firm in a variety of functions, depending on the size and maturity of each particular CAST practice. Primary area of focus will be client invoices, other areas of focus include financial analysis and business development support.
Work Activities & Accountabilities:
The below functions reflect the general activities and accountabilities of this position. Not all Central Solutions Analysts will perform every function and these functions are not all inclusive. Other activities may be assigned.
Prepares biweekly client billing according to billing terms and conditions. Requires strong attention to detail and judgement, ability to reviews terms and apply to billings.
Financial analysis of practice data, i.e. past due accounts, trends, etc.
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.
Client Documents: Prepares engagement letters, assists with client supply chain or vendor manager process, and other client support as needed.
Technical Competencies. Must have superior Microsoft Word skills, strong Microsoft Excel a natural ability to understand a variety of software program and be detail oriented.
The CAST Central Solutions Analyst interfaces with CAST Client Service Teams and with Client Leaders; and reports to the CAST Managing Partner. As the organization grows, the reporting structure will evolve.
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 kn...owledge of their operating and regulatory environments. With over 4,400 people, 100 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.
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.
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.