Senior CAAS Advisor: Finance & Process Lead (Hybrid)

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

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.