CAAS Projects Advisory Manager

ED03 Elliott Davis Advisory, LLC; Raleigh (NC); On-site; USD 140,000 - 190,000; Full time

Benefits offered by this job

Flexible work schedules

Generous paid time off

Maternity / adoption leave

Wellness benefits

Professional coaching and development

Job summary

Elliott Davis Advisory, LLC is seeking an Engagement Manager in CAAS Projects to lead project-based accounting and finance engagements, including interim or fractional Controller support and cash-to-accrual conversions.

You will serve as a trusted advisor to clients navigating growth, leadership changes, and operational challenges, delivering practical solutions that strengthen accounting operations.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• Generally 7 to 10 years of progressive accounting experience; relevant experience will be considered.
• Prior public accounting audit experience is required.
• Experience in CAAS/CAS, outsourced accounting, accounting advisory, or an assistant/controller/Controller leadership role.
• Strong knowledge of accounting operations, financial reporting, month-end close, reconciliations, and internal controls.
• Proficiency with Microsoft 365 applications, including Excel, Word, Outlook, Teams and PowerPoint.

Responsibilities

• Lead project-based accounting and finance engagements, including interim or fractional Controller work.
• Serve as a trusted advisor to clients navigating growth, leadership transitions, staffing constraints, or acquisitions.
• Develop practical plans addressing immediate needs while strengthening longer‑term operations.
• Provide accounting leadership in Controller, Assistant Controller, or similar capacities when hands‑on support is needed.
• Balance strategic oversight with hands‑on execution while coordinating seniors and other team members.
• Lead two to five concurrent engagements and coordinate priorities, resources, timelines, and deliverables.
• Develop project scopes, budgets, staffing plans, and status reporting; manage risks and scope changes.
• Manage engagement economics, including profitability, budgeting, billing, and collections.
• Build trusted relationships with CFOs, Controllers, business owners, and other leaders.
• Mentor and develop seniors and staff through delegation, coaching, and hands‑on learning.
• Ensure quality, accuracy, timeliness, and usefulness of client deliverables.

Skills

Project management

Leadership

Client relationships

Mentoring

Communication

Education

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

Tools

Microsoft 365

Excel

Word

Outlook

Teams

PowerPoint

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 Manager leads project-based accounting and finance engagements that help customers navigate growth, transition, leadership changes, and operational challenges. As a trusted advisor, the Manager quickly understands each customer’s needs, develops practical solutions, leads project execution, and delivers results that strengthen accounting operations and support business priorities. Engagements may include interim or fractional Controller support, cash-to-accrual conversions, month-end close optimization, accounting cleanup and remediation, accounting process improvement, ERP and accounting system transitions, and other strategic accounting and finance projects. No two engagements are exactly alike, providing the opportunity to work across industries, business challenges, and stages of growth. This role is ideal for an accounting leader who enjoys variety, solving complex business problems, developing people, and making a visible impact.

Why This Opportunity Is Different

You will help organizations solve important accounting and finance challenges, improve how their teams operate, and move confidently through periods of growth and change.

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 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.

Preferred Qualifications

• CPA license.
• Experience with private equity‑backed companies or portfolio companies.
• Experience with interim Controller or fractional Controller services, cash‑to‑accual conversions, accounting cleanup, or month‑end close optimization.
• Experience supporting organizations through accounting leadership turnover, rapid growth, acquisition integration, or significant change.
• Experience with workflow automation or accounting process improvement.

Why You Should Join Us

• 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

• 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

• 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.