CAAS Projects Advisory Senior

Elliott Davis; Town of Charlotte (NY); Hybrid; USD 110,000 - 150,000; Full time

Benefits offered by this job

Flexible schedules

Health & wellness benefits

Parental leave

Professional coaching

Leadership development

Wellbeing programs

Job summary

Elliott Davis is seeking a CAAS Projects Advisory Senior to solve accounting and finance challenges through hands-on, project-based advisory work. You’ll own key workstreams, interact directly with customer teams, and deliver practical solutions that strengthen operations and support business needs.

Engagements include cash-to-accrual conversions, accounting cleanup, month-end close optimization, and ERP transitions. This role offers growth toward a CAAS Manager position.

Qualifications

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA license.
• Typically 4 to 6 years of progressive accounting experience; public accounting audit experience valued.
• Strong analytical, communication, organizational, and problem-solving skills.
• Ability to work independently and with customer teams.

Responsibilities

• Execute project-based accounting and finance engagements including month-end close and ERP transitions.
• Support interim accounting leadership engagements by managing close, reporting, and reconciliations.
• Own significant workstreams from planning to communication of progress.
• Prepare and review reconciliations, journal entries, and financial schedules.
• Investigate accounting issues and develop practical solutions.
• Collaborate with Controllers and client stakeholders and present recommendations.
• Balance hands-on work with increasing leadership responsibilities.
• Coach associates through delegation and feedback.
• Coordinate priorities across multiple engagements and flag risks.
• Ensure quality, timeliness, and usefulness of work.

Skills

Analytical skills

Communication skills

Organizational skills

Problem solving

Independent work

Customer interaction

Education

Bachelor’s degree in Accounting/Finance

CPA license

Tools

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.

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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

NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

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.