Senior CAAS Projects Advisory

Jobtailor

North Carolina

On-site

USD 90,000 - 130,000

Full time

4 days ago

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Job summary

Elliott Davis is seeking a qualified accounting professional to lead project-based engagements in North Carolina. The role involves cash-to-accrual conversions, close optimization, and financial reporting, with collaboration across Controllers and client teams.

Ideal candidates have CPA credentials, 4–6 years of accounting experience, and strong analytical and communication skills. Public accounting experience and CAAS/advisory exposure are a plus.

Qualifications

Bachelor's degree required in Accounting or Finance.
CPA license required.
4–6 years of progressive accounting experience; public accounting audit background plus CAAS/advisory experience valued.

Responsibilities

Execute project-based accounting and finance engagements, including cash-to-accrual conversions and month-end close optimization.
Support interim Assistant Controller and other leadership engagements with close, reporting, reconciliations, and day-to-day accounting tasks.
Prepare and review reconciliations, journal entries, financial reporting schedules, and process documentation.

Skills

CPA License

Project-Based Accounting

Financial Reporting

Month-End Close

ERP Implementations

Education

Bachelor's Degree in Accounting

Bachelor's Degree in Finance

Tools

Microsoft Excel

Microsoft Word

Microsoft 365

Job description

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: Experience in CAAS/CAS, outsourced accounting, accounting advisory, or an Assistant Controller role
Preferred: Experience with cash-to-accrual conversions, accounting cleanup, month-end close optimization, or accounting process improvement
Preferred: Experience with private equity-backed, healthcare, biotech, life sciences, distribution, manufacturing, or growth-oriented organizations
Preferred: Experience with ERP implementations, accounting system conversions, or workflow automation

Core Competencies

Demonstrates expertise in project-based accounting and finance engagements, including cash-to-accrual conversions and month-end close optimization. Proficient in financial reporting, account reconciliations, and ERP system transitions while effectively managing multiple priorities and collaborating with diverse teams.

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