CAAS Projects Advisory Senior

ED03 Elliott Davis Advisory, LLC; Raleigh (NC); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Generous time away

Flexible schedules

Maternity & parental leave

Wellness benefits

One-on-one coaching

Leadership development

Beyond program access

Job summary

Elliott Davis Advisory, LLC in Raleigh, NC seeks a CAAS Projects Advisory Senior to lead project-based accounting engagements, including cash-to-accrual conversions, month-end close optimization, and ERP transitions, working with Managers and Directors to deliver practical solutions.

The role emphasizes ownership, coaching associates, and developing toward a CAAS Manager path; candidates should have CPA, 4–6 years of accounting experience, and strong communication and problem-solving skills.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field
• CPA license
• 4–6 years of progressive accounting experience
• 3 years public accounting audit + CAAS/advisory experience
• Public accounting audit experience with financial reporting and controls
• Strong analytical, communication, organizational, and problem-solving skills
• Curious, accountable, and able to manage multiple priorities
• Work independently and with customer-facing teams
• Proficiency with Microsoft 365, including Excel and Word

Responsibilities

• Execute project-based accounting and finance engagements, including cash-to-accrual conversions, accounting cleanup and remediation, month-end close support and optimization, process improvement, and ERP or accounting system transitions.
• Support interim Assistant Controller engagements by helping customers manage close, reporting, reconciliations, and day-to-day accounting priorities.
• Own significant workstreams with planning tasks, gathering information, resolving issues, and communicating progress.
• Prepare and review account reconciliations, journal entries, financial reporting schedules, process documentation, and other engagement deliverables.
• Investigate accounting issues, identify root causes, and develop practical solutions that meet customer needs.
• Work directly with Controllers and accounting teams; participate in meetings and present work product and recommendations.
• Balance hands-on execution with increasing responsibility for leading portions of meetings and projects.
• Coach associates through delegation, review, feedback, and hands-on learning.
• Coordinate priorities across multiple engagements while communicating risks or barriers.
• Maintain quality, accuracy, timeliness, and usefulness of assigned work.
• Collaborate with Managers, Directors, and Elliott Davis professionals to deliver integrated solutions.

Skills

Analytical skills

Communication skills

Organizational skills

Problem solving

Microsoft Excel

Microsoft Word

Independence

Client interaction

Education

CPA license

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

Tools

Microsoft 365

Microsoft Excel

Microsoft Word

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 Senior helps customers solve accounting and finance challenges through hands‑on, project‑based advisory work. Working alongside experienced Managers and Directors, the Senior owns key workstreams, interacts directly with customer teams, and delivers practical solutions that strengthen accounting operations and support business needs. Engagements may include cash-to-accrual conversions, accounting cleanup and remediation, interim Assistant Controller 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 accounting professional who is naturally curious, takes ownership, enjoys problem solving, and wants to move beyond testing into execution. The Senior will build operational accounting and advisory skills, coach associates, lead portions of engagements with increasing independence, and develop toward a future CAAS Projects Advisory Manager role.

Why This Opportunity Is Different

This role offers the opportunity to move beyond maintaining or reviewing established processes and take a more active role in solving accounting and finance challenges. You will work across a variety of customers and projects, improve operations, and help create practical solutions that fit each organization’s immediate needs. The work combines hands‑on execution, meaningful customer interaction, and a clear path to grow as a CAAS advisor and leader.

Responsibilities

• Execute project-based accounting and finance engagements, including cash-to-accrual conversions, accounting cleanup and remediation, month‑end close support and optimization, process improvement, and ERP or accounting system transitions.
• Support interim Assistant Controller and other accounting leadership engagements by helping customers manage close, reporting, reconciliations, and day‑to‑day accounting priorities.
• Own significant workstreams with limited supervision, including planning tasks, gathering information, resolving issues, and communicating progress.
• Prepare and review account reconciliations, journal entries, financial reporting schedules, process documentation, and other engagement deliverables.
• Investigate accounting issues, identify root causes, and develop practical solutions that meet customer needs and support sound operations.
• Work directly with Controllers, accounting teams, and other customer stakeholders; participate in meetings and present work product and recommendations.
• Balance hands‑on execution with increasing responsibility for leading portions of meetings, projects, and customer interactions.
• Coach associates through delegation, review, feedback, and hands‑on learning.
• Coordinate priorities and deadlines across multiple engagements while proactively communicating risks or barriers.
• Maintain responsibility for the quality, accuracy, timeliness, and practical usefulness of assigned work.
• Collaborate with Managers, Directors, and professionals across Elliott Davis to deliver integrated customer solutions.

Requirements

• Bachelor's degree in Accounting, Finance, or a related field.
• CPA license.
• Typically 4 to 6 years of progressive accounting experience.
• Candidates with approximately 3 years of public accounting audit experience plus relevant CAAS, advisory, Assistant Controller, or operational accounting experience will also be considered.
• Public accounting audit experience or comparable experience providing a strong foundation in financial reporting, month‑end close, account reconciliations, and internal controls.
• Strong analytical, communication, organizational, and problem‑solving skills.
• Naturally curious, accountable, and comfortable managing multiple priorities in changing environments.
• Ability to work independently, collaborate with engagement teams, and communicate directly with customers.
• Proficiency with Microsoft 365, including Microsoft Excel and Microsoft Word.

Preferred Qualifications

• Experience in CAAS/CAS, outsourced accounting, accounting advisory, or an Assistant Controller role.
• Experience with cash‑to‑accrual conversions, accounting cleanup, month‑end close optimization, or accounting process improvement.
• Experience with private equity‑backed, healthcare, biotech, life sciences, distribution, manufacturing, or growth‑oriented organizations.
• Experience with ERP implementations, accounting system conversions, or workflow automation.

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

• 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.
• Interact with internal and external customers and others in the course of work.

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. "Elliott Davis" is the brand name under which Elliott Davis, LLC (doing business in North Carolina and D.C. as Elliott Davis, PLLC) and Elliott Davis Advisory, LLC and its subsidiary entities provide professional services in an alternative practice structure in accordance with applicable professional standards. Elliott Davis, LLC is a licensed independent CPA firm that provides attest services to its customers. Elliott Davis Advisory, LLC and its subsidiary entities provide tax and business consulting services to their customers.