CAAS Projects Advisory Associate

Elliott Davis; Town of Charlotte (NY); Hybrid; USD 65,000 - 90,000; Full time

Benefits offered by this job

Paid holidays

Flexible work schedules

Maternity leave

Health benefits

Job summary

Elliott Davis's CAAS Projects Advisory Associate helps clients solve accounting and finance challenges through hands-on, project-based advisory work. Working with Seniors, Managers, and Directors, you will support engagements from cash-to-accrual conversions to month-end close optimization, gaining exposure to multiple industries.

Ideal candidates are experienced accounting professionals who are curious, take ownership, and want to move into execution.

Qualifications

• Bachelor’s degree required in Accounting, Finance, or related field.
• 2–4 years of progressive accounting experience, including public accounting audit or equivalent.
• Experience with reconcilations, journal entries, financial statements, and internal controls.
• Strong analytical, communication, organizational, and problem-solving skills.

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.
• 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.

Skills

Analytical skills

Communication

Organizational skills

Problem-solving

Education

Bachelor's degree in Accounting/Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft 365

Job description

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC(doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

The CAAS Projects Advisory Associate helps customers solve accounting and finance challenges through hands-on, project-based advisory work. Working alongside experienced Seniors, Managers, and Directors, the Associate supports key workstreams, interacts with customer teams, and helps deliver practical solutions that strengthen accounting operations and support business needs.

Engagements may include cash-to-accrual conversions, accounting cleanup and remediation, interim accounting support, month-end close optimization, accounting process improvement, and ERP or accounting system transitions. No two engagements are exactly alike, providing broad exposure to industries, accounting environments, and business challenges.

This role is ideal for an experienced audit associate or accounting professional who is naturally curious, takes ownership, enjoys problem solving, and wants to move beyond testing or maintaining established processes into execution. The Associate will build operational accounting and advisory skills, take increasing ownership of assigned work, interact directly with customers, and develop toward a future CAAS Projects Advisory Senior role.

Why This Opportunity Is Different

This role offers the opportunity to apply your accounting foundation to real customer challenges. You will work across a variety of projects, learn how accounting functions operate, and help create practical solutions that fit each organization’s needs. The work combines hands‑on execution, meaningful customer interaction, coaching from experienced professionals, and a clear path to grow within CAAS Projects Advisory.

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.
• 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.

Preferred Qualifications

• CPA license or progress toward CPA licensure.
• Experience in CAAS/CAS, outsourced accounting, accounting advisory, or operational accounting.
• Experience with accounting cleanup, cash-to-accrual conversions, month-end close, process improvement, or ERP systems.
• Experience with private equity-backed, healthcare, biotech, life sciences, distribution, manufacturing, or growth-oriented organizations.

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That’s right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well‑being:

• generous time away and paid firm holidays, including the week between Christmas and New Year's
• flexible work schedules
• 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible)
• first‑class health and wellness benefits, including wellness coaching and mental health counseling
• one‑on‑one professional coaching
• Leadership and career development programs
• access to Beyond: a one‑of‑a‑kind program with experiences that help you expand your life, personally and professionally

ADA REQUIREMENTS
The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements While performing the duties of this job, the employee is:

• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone
• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to:

• Use written and oral communication skills.
• Read and interpret data, information, and documents.
• Observe and interpret situations.
• Work under deadlines with frequent interruptions; and
• Interact with internal and external customers and others in the course of work.