CAAS Projects Advisory Manager — Finance Transformation

ED03 Elliott Davis Advisory, LLC

Raleigh (NC)

On-site

USD 140,000 - 190,000

Full time

5 days ago
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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

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.

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