Don Moseley

Client Relationship Leader | Enabling Business Success Through Custom Accounting & Advisory Services

Role
Client Relationship Leader at CLA (CliftonLarsonAllen)
Location
Charlotte, NC, US
LinkedIn followers
500 followers
Customer/Client ServiceView LinkedIn profile

About Don Moseley

As a Client Relationship Leader at CLA, I leverage my combined experience in finance, accounting, audit, consulting, strategy, transformation, analytics, program leadership, and board advisory, coupled with the strength and resources of CLA, to partner with businesses in helping them navigate their challenges and opportunities.I\'ve had demonstrated success across a range of businesses in my roles at Public Accounting/Consulting and Financial Services firms, working for and with companies focused on Retirement, Insurance, Investment Advisory, Asset Management, Corporate & Investment Banking, Manufacturing, Distribution, Healthcare, and Professional Services.Key CompetenciesRelationship Management | Strategic Consulting | Communications | Financial StewardshipBusiness Transformation | Performance Outcomes | P&L Management | Financial Planning & Analysis | Cross-Functional Team Leadership | Board AdvisoryEarly ExperiencesI spent 8 years in public accounting and consulting at the outset of my career (Arthur Andersen and Grant Thornton), followed by over a year as part of a turnaround management team at a Chapter 11 bankrupt company which had been one of my consulting clients (Safety-Kleen). I then launched into leadership roles in financial services with Wachovia Corp and TIAA.

Experience

  1. Client Relationship Leader

    CLA (CliftonLarsonAllen)

    Sep 2024 — Present · Charlotte, NC, US

    As a Client Relationship Leader, I leverage my experience across multiple disciplines coupled with the strength and resources of CLA to help businesses navigate and address a variety of challenges and opportunities within the realms of accounting, finance, tax, project management, systems implementations, process improvement, and more. CLA\'s Client Accounting and Advisory Services (CAAS) practice has experienced CPAs and consultants who deliver custom project management, consulting and accounting solutions for clients ranging from startups to Fortune 100 companies. Serving public companies, private businesses and non-profit organizations, CLA CAAS deftly fulfills clients’ needs, whether they are interim, recurring, part-time or project-based. Count on our experienced team to help you with large-scale projects, work flow demands, or a vital interim role. We\'ll free your hands so you can get back to the business of doing business.I also strive to know my clients so I can support them in whatever way possible - bringing all of CLA\'s seamless services to assist with their needs and challenges. CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. With more than 8,500 people, 121 U.S. locations, and a global vision, we promise to know you and help you. For more information visit CLAconnect.com. CLA (CliftonLarsonAllen LLP) is an independent network member of CLA Global. See CLAglobal.com/disclaimer. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor.

Education

  • UNC Kenan-Flagler Business School

    Master

  • University of North Carolina at Chapel Hill

    Bachelor of Science - BS

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Don Moseley — Client Relationship Leader at CLA (CliftonLarsonAllen) in Charlotte, NC, US | Unifers