Business & Accounting Applications Analyst
CLA (CliftonLarsonAllen) Charlotte, North Carolina, United States
Accounting · 5,001-10,000 employees
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About the role
The Business & Accounting Applications Analyst is responsible for implementing, configuring, and optimizing finance and accounting technology solutions. They also provide ongoing application support, troubleshoot technical issues, and drive process improvements using AI-enabled tools.
What they look for
Requirements
Candidates are required to have a bachelor's degree or equivalent experience, along with at least 2 years of experience in customer service support. Preferred qualifications include experience in application support, helpdesk roles, and familiarity with cloud-based accounting or ERP systems.
Benefits
Full 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.
