CAAS Senior

ED03 Elliott Davis Advisory, LLC; Nashville (TN); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous time away and holidays

Flexible work schedules

Paid maternity and parental leave

Health and wellness benefits

Professional coaching

Job summary

Elliott Davis Advisory, LLC is seeking an experienced Client Accounting Advisory Services professional to drive engagements, analyze general ledger accounts, and deliver insightful financial analyses for diverse clients. You will mentor associates, coordinate with Tax, Audit, and Consulting teams, and leverage technology to improve efficiency.

The role emphasizes timely delivery, strong communication, and a proactive approach to problem solving across industries.

Qualifications

• Bachelor’s degree in accounting or finance.
• 3+ years of customer accounting advisory experience.
• Strong understanding of financial statements and general ledger accounting.
• Excellent written and oral communication skills.
• Ability to work quickly and accurately with significant attention to detail both independently and collaboratively within a team.
• Full ownership of meeting deadlines, including working necessary hours to meet expectations.
• Demonstrated ability to manage multiple projects and work well under deadline pressure.
• Time management and multitasking skills to handle multiple tasks and clients simultaneously.
• Strong problem‑solving and critical thinking skills.

Responsibilities

• Analyze general ledger accounts for errors and accruals to ensure accurate revenue and expense recognition.
• Perform financial analysis to identify trends for management reporting.
• Communicate with customers when analysis results are outside expectations.
• Evaluate expense allocations across departments to improve accuracy.
• Prepare ad hoc and monthly recurring reports and analyses for management.
• Prepare, analyze, and review monthly account reconciliations and schedules.
• Maintain clear communication with internal teams and customers.
• Optimize workflows and leverage technology for efficiency.
• Mentor associates and interns to foster growth.
• Engage with businesses across industries to strategize and achieve goals.
• Collaborate with Tax, Audit, and Consulting teams to deliver comprehensive service.

Skills

Financial analysis

Communication skills

Attention to detail

Deadline driven

Education

Bachelor’s degree in accounting or finance

Tools

NetSuite

Sage Intacct

Microsoft Dynamics

SAGE

QuickBooks

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. As part of the Elliott Davis team, you will get hands-on experience working alongside some of the leading experts in the financial and consulting fields; enjoying the autonomy to shape your career while making a positive global impact. Our Client Accounting Advisory Services team partners with customers to create opportunities for the future, providing outsourced accounting and CFO-level services, empowering decision‑making through rigorous analysis of financial and operational data. As a Senior, you will help drive engagements, coordinating internal and external communications and delivering valuable insights to the customer. In addition, you will mentor and train Associates and Interns and leverage technology for increased effectiveness and efficiency. The Client Accounting Advisory Services team members collaborate with partners in Tax, Consulting, and Audit regarding customers’ accounting processes and reporting to facilitate decision‑making, risk management, profitability improvement, and achieving strategic objectives.

WHAT WILL YOU DO

• Analyze general ledger accounts for errors, discrepancies, accruals and deferrals to ensure accurate revenue and expense recognition aligns with financial reporting standards
• Perform financial analysis to identify trends that would be valuable for management reporting
• Communicate with customers when analysis generates results outside of expectations
• Evaluate the allocation of expenses across departments or cost centers, identifying areas to improve cost allocation accuracy
• Prepare various ad hoc and monthly recurring reports and analyses for management
• Prepare, analyze, and/or review monthly account reconciliations and supporting schedules
• Maintain clear communication with internal teams and customers to build trust and relationships
• Optimize workflows and leverage technology to enhance efficiency and accuracy
• Mentor associates and interns to foster growth and development
• Engage with businesses across various industries to strategize and achieve their goals
• Collaborate with Tax, Audit, and Consulting teams to deliver comprehensive customer service
• Work with innovative professionals who inspire personal growth and excellence

WHAT WILL YOU NEED

• Bachelor’s degree in accounting or finance
• 3+ years of customer accounting advisory experience (many of our team members have a background in both public accounting and industry)
• Strong understanding of financial statements and general ledger accounting
• Excellent written and oral communication skills
• Ability to work quickly and accurately with significant attention to detail both independently and collaboratively within a team.
• Full ownership of meeting deadlines, including working necessary hours to meet expectations.
• Demonstrated ability to manage multiple projects and work well under deadline pressure
• Time management and multitasking skills to handle multiple tasks and clients simultaneously
• Strong problem‑solving and critical thinking skills.

PREFERRED QUALIFICATIONS

• Familiarity with multiple commercial accounting software packages including NetSuite, Sage Intacct, Microsoft Dynamics, SAGE, etc. as well as expertise within QuickBooks
• A proven track record of handling a high volume of deadlines and deliverables
• CPA or CMA certification or progress toward certification

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.

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, 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.