Senior Associate CAAS

Vertex Global Solutions Inc; Florham Park (NJ); Hybrid; USD 95,000 - 120,000; Full time

Benefits offered by this job

Growth Champion Program

Becker CPA study materials coverage

Team‑oriented culture

Competitive compensation and benefits

Flexible PTO

401k with match

Hybrid work arrangement

Job summary

Wiss in Florham Park, NJ seeks a CAAS Senior Associate to lead client engagements in accounting advisory, focusing on process optimization and timely financial reporting. You will guide private company controllers, mentor staff, and contribute to growth with visibility to senior leadership.

The role is highly client‑facing, with opportunities to learn all accounting processes in detail and advance within a dynamic advisory team. Hybrid work, competitive benefits, and CPA support are offered.

Qualifications

• Bachelor's degree in Accounting or Finance required.
• CPA or MBA desirable.
• Public accounting experience preferred (audit/advisory).
• Experience with mid‑sized ERP systems (NetSuite, Sage Intacct, Yardi, MS Dynamics).
• Willingness to learn and advance proficiency in accounting systems.

Responsibilities

• Handle typical client assignments for private company controllers/CFOs.
• Assist team members on interim controller/CFO and outsourced accounting projects.
• Evaluate client workflows, processes and technology to improve efficiency.
• Support month‑end closes, reconciliations, journal entries, and reporting.
• Assist with ad hoc projects and develop KPIs with the advisory team.
• Support accounting system conversion projects.

Skills

Willingness to learn

Education

Bachelor's degree in Accounting or Finance

CPA or MBA desirable

Tools

NetSuite

Sage Intacct

Yardi

MS Dynamics

Job description

Summary

The CAAS Senior Associate is one of the most important parts of the Advisory department, providing the firm's clients with guidance and leadership. CAAS Senior Associates take on the responsibility of private company controllers, helping clients run and improve their accounting departments, focusing on advising and process optimization. This role is heavily client‑facing and is ideal for someone who has the desire to learn all accounting‑related processes in detail and has a focus on timely and accurate financial reporting. This role has tremendous opportunities for growth and has high visibility to Senior Leadership within the organization.

Responsibilities

• Typical client assignments will include all areas of responsibility a private company controller/CFO would be tasked with handling.
• Assist team members staffed on interim controller/CFO/outsourced accounting projects.
• Understand and evaluate the current workflow and organizational structure of client's current processes, procedures, and technology, as well as assisting the clients to become more efficient in those fields.
• Assist with month‑end closes including bank and credit card reconciliations, balance sheet roll forwards, posting journal entries for prepaid/accrued expenses, payroll, revenue recognition, etc., and reviewing monthly balance sheets and income statements, etc.
• Assist team members with ad‑hoc specialty projects on emerging issues.
• Research third‑party solutions for client pain points that is performed outside of the accounting system. Work with Business Advisory team members to develop Key Performance Indicators for businesses, set targets, and monitor progress for them.
• Support on accounting system conversion projects.

Qualifications

• Bachelor's degree with an Accounting or Finance concentration required.
• Individuals pursuing or actively holding CPA or MBA is highly desirable.
• Prior experience in the public accounting industry is preferred (audit/advisory).
• Possess mid‑sized ERP system experience (NetSuite, Sage Intacct, Yardi, MS Dynamics etc).
• Willingness to learn and advance proficiency in a variety of accounting systems and desire to focus on continuous improvement.

What We Offer

• Growth Champion Program to help facilitate ongoing performance feedback.
• Covered Becker study material costs to assist with the completion of the CPA exam.
• Team atmosphere that promotes collaboration and communication designed to enhance efficiency, as well as provide professional development.
• Competitive salaries and benefits package.
• Flexible PTO policy.
• 401k plan + match.
• Hybrid work arrangement.

Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time. This policy applies equally to all applicants regardless of national origin.

Wiss is an Equal Opportunity‑Affirmative Action Employer – Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age.

Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team, and encourage our employees to bring their authentic and best selves to work.