CAAS Projects Advisory Associate

Jobtailor; North Carolina; On-site; USD 60,000 - 110,000; Full time

Job summary

Jobtailor in North Carolina is seeking an experienced accounting professional to support project-based engagements, including cash-to-accrual conversions, month-end close, and process improvements across ERP transitions.

You will assist with interim accounting work, prepare reconciliations and financial schedules, analyze variances, and communicate progress and risks to Controllers and client stakeholders. Strong technical skills and CPA progress are preferred.

Qualifications

• Bachelor's degree in Accounting, Finance, or a related field.
• Typically 2 to 4 years of progressive accounting experience, including public accounting audit experience or comparable experience providing a strong foundation in financial reporting, account reconciliations, month-end close, and internal controls.
• Experience preparing or auditing account reconciliations, journal entries, financial statements, or related accounting schedules.
• CPA license or progress toward CPA licensure preferred.

Responsibilities

• Support project-based accounting and finance engagements, including cash-to-accrual conversions, accounting cleanup and remediation, month-end close support, process improvement, and ERP or accounting system transitions.
• Assist with interim accounting engagements by supporting close, reporting, account reconciliations, journal entries, and day-to-day accounting priorities.
• Prepare account reconciliations, journal entries, financial reporting schedules, process documentation, and other engagement deliverables.
• Gather and analyze customer information, investigate variances and accounting issues, and help develop practical solutions.
• Complete assigned work accurately and on time while proactively communicating questions, progress, risks, and barriers.

Skills

Analytical skills

Communication skills

Organizational skills

Problem-solving skills

Curiosity

Education

Bachelor's degree in Accounting

Tools

Microsoft Excel

Microsoft Word

Job description

• Support project-based accounting and finance engagements, including cash-to-accrual conversions, accounting cleanup and remediation, month-end close support, process improvement, and ERP or accounting system transitions.
• Assist with interim accounting engagements by supporting close, reporting, account reconciliations, journal entries, and day-to-day accounting priorities.
• Prepare account reconciliations, journal entries, financial reporting schedules, process documentation, and other engagement deliverables.
• Gather and analyze customer information, investigate variances and accounting issues, and help develop practical solutions.
• Complete assigned work accurately and on time while proactively communicating questions, progress, risks, and barriers.
• Participate in customer meetings, ask thoughtful questions, and communicate directly with Controllers, accounting teams, and other customer stakeholders.
• Manage assigned tasks and deadlines across multiple engagements while adapting to changing priorities.
• Apply audit, financial reporting, internal control, and accounting-process knowledge to customer situations.
• Use technology, data, and process-improvement tools to support efficient engagement delivery.
• Collaborate with Seniors, Managers, Directors, and professionals across Elliott Davis to deliver high-quality customer solutions.
• Actively seek feedback and development opportunities while building the skills needed to take ownership of larger workstreams.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Typically 2 to 4 years of progressive accounting experience, including public accounting audit experience or comparable experience providing a strong foundation in financial reporting, account reconciliations, month-end close, and internal controls.
• Experience preparing or auditing account reconciliations, journal entries, financial statements, or related accounting schedules.
• Strong analytical, communication, organizational, and problem-solving skills.
• Naturally curious, accountable, coachable, and comfortable managing multiple priorities in changing environments.
• Ability to work both independently and collaboratively, ask thoughtful questions, and communicate directly with customers.
• Proficiency with Microsoft 365, including Microsoft Excel and Microsoft Word.
• CPA license or progress toward CPA licensure preferred.
• Experience in CAAS/CAS, outsourced accounting, accounting advisory, or operational accounting preferred.
• Experience with accounting cleanup, cash-to-accrual conversions, month-end close, process improvement, or ERP systems preferred.
• Experience with private equity-backed, healthcare, biotech, life sciences, distribution, manufacturing, or growth-oriented organizations preferred.

Core Competencies

Demonstrates expertise in accounting processes, including account reconciliations, journal entries, and financial reporting, while effectively managing multiple priorities and collaborating with stakeholders. Proficient in utilizing technology and process improvement tools to enhance engagement delivery and support financial operations.

Highest-signal resume keywords

• Bachelor's Degree In Accounting
• 2-4 Years Of Progressive Accounting Experience
• CPA License Or Progress Toward CPA Licensure
• Proficiency With Microsoft 365
• Experience With Accounting Cleanup

ATS Optimization Keywords

Hard Skills

• Account Reconciliation
• Journal Entry Preparation
• Financial Reporting
• Month-End Close
• Internal Controls
• Cash-To-Accrual Conversions
• Process Improvement
• ERP Systems
• Audit Experience
• Financial Statement Preparation

Soft Skills

• Analytical Skills
• Communication Skills
• Organizational Skills
• Problem-Solving Skills
• Curiosity

Certifications & Qualifications

• CPA License

Industry Keywords

• Public Accounting
• Outsourced Accounting
• Accounting Advisory
• Private Equity-Backed
• Healthcare
• Biotech
• Life Sciences
• Distribution
• Manufacturing
• Growth-Oriented Organizations

Tools & Technologies

• Microsoft Excel
• Microsoft Word