Margo Amrein

Client Accounting and Advisory Services (CAAS), CFO

Professional Overview
Margo Amrein is an accomplished finance executive with extensive experience leading accounting, financial planning, and advisory services. As the CFO of Client Accounting and Advisory Services (CAAS) at CLA (CliftonLarsonAllen), she oversees the financial operations and strategic direction of this specialized division, delivering value-added services to a diverse client base.

Experience Summary

Current Role
As the CFO of CAAS at CLA, Margo is responsible for managing the division's financial performance, ensuring financial reporting accuracy, and providing strategic financial guidance to clients. She plays a pivotal role in identifying and implementing process improvements to enhance operational efficiency, while also contributing to the development of innovative service offerings that address the evolving needs of CAAS clients.

Career Progression
Prior to her current role, Margo held several senior finance leadership positions, including Chief Financial Officer at JACS Solutions and GPX Intelligence, VP of Finance & Administration at CreditXpert, and SVP of Accounting and Finance at Beacon Street Services. Throughout her career, she has demonstrated a strong track record of driving financial and operational optimization, leading cross-functional teams, and contributing to the overall growth and success of the organizations she has served.

Academic Background
Margo holds a Bachelor's degree in Accounting from the University of Maryland, Baltimore County (UMBC), where she graduated with honors. Her academic achievements and specialization in accounting have been instrumental in shaping her professional expertise and enabling her to excel in her finance leadership roles.

Areas of Expertise
Margo's areas of expertise include financial management, strategic planning, budgeting and forecasting, financial reporting, internal controls, and business advisory services. She has a deep understanding of the professional services industry and a proven ability to leverage technology and data-driven insights to drive operational improvements and enhance client value.

Professional Impact
Throughout her career, Margo has made significant contributions to the organizations she has served. She has played a key role in driving financial and operational optimization, leading cross-functional teams, and contributing to the overall growth and success of the companies she has worked for. Her ability to identify and implement process improvements, develop innovative service offerings, and provide strategic financial guidance has earned her a reputation as a trusted advisor and valued member of the leadership teams she has been a part of.

Conclusion
With her extensive finance leadership experience, deep industry knowledge, and proven track record of driving operational excellence, Margo Amrein is well-positioned to continue making a meaningful impact in her role as the CFO of CAAS at CLA. Her commitment to delivering exceptional financial management and advisory services, combined with her collaborative approach and strategic mindset, make her a valuable asset to the organization and its clients.