CAAS Projects Advisory Manager

Jobtailor; North Carolina; On-site; USD 150,000 - 210,000; Full time

Job summary

Jobtailor seeks a senior accounting and finance leader to guide multiple client engagements, delivering interim Controller support, cash-to-accrual conversions, and month-end close optimization.

You will mentor staff, drive engagement economics, and build trusted relationships with CFOs and PE stakeholders while advancing CAAS and process improvements in dynamic environments.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7–10 years of progressive accounting experience.
• CPA license preferred.
• Public accounting audit experience.
• Experience in CAAS/CAS or outsourced accounting or equivalent leadership role.
• Strong knowledge of month-end close, financial reporting, reconciliations, and internal controls.

Responsibilities

• Lead project-based accounting and finance engagements, including interim or fractional Controller support, cash-to-accrual conversions, accounting cleanup and remediation, month-end close optimization, process improvement, and ERP or accounting system transitions.
• Serve as trusted advisor to customers navigating growth, leadership transitions, staffing constraints, acquisition integration, or changes in accounting/finance functions.
• Understand unfamiliar accounting environments quickly; set priorities and develop practical plans.
• Provide accounting leadership in Controller/Assistant Controller roles when hands-on support is required.
• Balance strategic oversight with hands-on execution while leveraging seniors and other team members.
• Lead two to five concurrent engagements and coordinate priorities, resources, timelines, and deliverables.
• Develop project scopes, work plans, budgets, staffing plans, and status reporting; address risks, scope changes, and barriers.
• Manage engagement economics, including profitability, budget-to-actual, billing, collections, and scope management.
• Build trusted relationships with CFOs, Controllers, business owners, and private equity stakeholders.
• Mentor and develop seniors and staff through delegation, coaching, feedback, and hands-on learning.
• Maintain responsibility for quality, accuracy, timeliness, and usefulness of deliverables.

Skills

Leadership

Mentoring

Communication

Relationship Building

Problem Solving

Month-End Close

Financial Reporting

Internal Controls

Cash-To-Accrual Conversions

Process Improvement

Workflow Automation

Budget Management

Engagement Economics

Education

Bachelor's degree in Accounting, Finance, or related field

Tools

Microsoft 365

Excel

Word

Outlook

Teams

PowerPoint

Job description

• Lead project-based accounting and finance engagements, including interim or fractional Controller support, cash-to-accrual conversions, accounting cleanup and remediation, month-end close optimization, process improvement, and ERP or accounting system transitions.
• Serve as a trusted advisor to customers navigating growth, leadership transitions, staffing constraints, acquisition integration, or changes in their accounting and finance functions.
• Quickly understand unfamiliar accounting environments, establish priorities, and develop practical plans that address immediate needs while strengthening longer-term operations.
• Provide accounting leadership in Controller, Assistant Controller, or similar capacities when an engagement requires hands‑on support.
• Balance strategic oversight with hands‑on execution while effectively leveraging seniors and other team members.
• Lead two to five concurrent engagements and coordinate priorities, resources, timelines, and deliverables as customer needs evolve.
• Develop project scopes, work plans, budgets, staffing plans, and status reporting; proactively address risks, scope changes, and delivery barriers.
• Manage engagement economics, including profitability, budget‑to‑actual results, billing, collections, and scope management.
• Build trusted relationships with CFOs, Controllers, business owners, private equity stakeholders, and other customer leaders.
• Mentor and develop seniors and staff through effective delegation, coaching, feedback, and hands‑on learning opportunities.
• Maintain responsibility for the quality, accuracy, timeliness, and practical usefulness of customer deliverables.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• Generally 7 to 10 years of progressive accounting experience; demonstrated capability and relevant experience will be considered.
• Prior public accounting audit experience.
• Experience in Client Accounting and Advisory Services (CAAS/CAS), outsourced accounting, accounting advisory, or an Assistant Controller, Controller, or comparable accounting leadership role.
• Strong knowledge of accounting operations, financial reporting, month‑end close, account reconciliations, and internal controls.
• Proficiency with Microsoft 365 applications, including Excel, Word, Outlook, Teams, and PowerPoint.
• Demonstrated ability to lead multiple projects, customer relationships, or accounting workstreams simultaneously.
• Demonstrated leadership and mentoring ability; formal direct‑report experience is not required.
• Strong communication, relationship‑building, project‑management, and problem‑solving skills, with the ability to thrive in fast‑paced and changing environments.
• CPA license is preferred.
• Experience with private equity‑backed companies or portfolio companies is preferred.
• Experience with interim Controller or fractional Controller services, cash‑to‑accrual conversions, accounting cleanup, or month‑end close optimization is preferred.
• Experience supporting organizations through accounting leadership turnover, rapid growth, acquisition integration, or significant change is preferred.
• Experience with workflow automation or accounting process improvement is preferred.

Core Competencies

Demonstrates expertise in project‑based accounting and finance leadership, including interim Controller support, cash‑to‑accrual conversions, and month‑end close optimization. Proven ability to manage multiple engagements while building trusted relationships with stakeholders and mentoring team members.

Highest‑signal resume keywords

• Project‑Based Accounting Leadership
• Client Accounting And Advisory Services (CAAS/CAS)
• Strong Knowledge Of Accounting Operations
• CPA License
• Experience With Private Equity‑Backed Companies

Hard Skills

• Accounting Cleanup
• Month‑End Close Optimization
• Financial Reporting
• Account Reconciliations
• Internal Controls
• Cash‑To‑Accrual Conversions
• Process Improvement
• Workflow Automation
• Budget Management
• Engagement Economics

Soft Skills

• Leadership
• Mentoring
• Communication
• Relationship‑Building
• Problem‑Solving

Certifications & Qualifications

• CPA License

Industry Keywords

• Public Accounting Audit Experience
• Interim Controller Services
• Fractional Controller Services
• Acquisition Integration
• Accounting Leadership Turnover

Tools & Technologies

• Microsoft 365
• Excel
• Word
• Outlook
• Teams
• PowerPoint