Senior CAAS Projects Advisor - Accounting & ERP

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

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.