Senior CAAS Projects Advisory Lead

Elliott Davis; Charleston (SC); On-site; USD 120,000 - 180,000; Full time

Job summary

Elliott Davis seeks a CAAS Projects Advisory Manager to lead accounting and finance engagements across various industries. You will act as a trusted client advisor, guiding transformation initiatives and ensuring timely, accurate deliverables.

Ideal candidates bring 7–10 years of progressive accounting experience (CPA preferred), strong leadership and mentoring ability, and a track record of building client relationships.

Qualifications

• Bachelor's degree in Accounting, Finance, or related field.
• 7–10 years progressive accounting experience; demonstrated capability and relevant experience will be considered.
• Prior public accounting audit experience.
• Experience in CAAS/CAS, outsourced accounting, accounting advisory, or an Assistant Controller, Controller, or comparable accounting leadership role.

Responsibilities

• Lead project-based accounting and finance engagements, including interim or fractional Controller support, cash-to-accrual conversions, accounting cleanup and remediation, month-end close optimization, process improvement, and ERP or accounting system transitions.
• Serve as a trusted advisor to customers navigating growth, leadership transitions, staffing constraints, acquisition integration, or changes in their accounting and finance functions.
• Quickly understand unfamiliar accounting environments, establish priorities, and develop practical plans that address immediate needs while strengthening longer-term operations.
• Provide accounting leadership in Controller, Assistant Controller, or similar capacities when an engagement requires hands-on support.
• Balance strategic oversight with hands-on execution while effectively leveraging seniors and other team members.
• Lead two to five concurrent engagements and coordinate priorities, resources, timelines, and deliverables as customer needs evolve.
• Develop project scopes, work plans, budgets, staffing plans, and status reporting; proactively address risks, scope changes, and delivery barriers.
• Manage engagement economics, including profitability, budget-to-actual results, billing, collections, and scope management.
• Build trusted relationships with CFOs, Controllers, business owners, private equity stakeholders, and other customer leaders.
• Mentor and develop seniors and staff through effective delegation, coaching, feedback, and hands‑on learning opportunities.
• Maintain responsibility for the quality, accuracy, timeliness, and practical usefulness of customer deliverables.

Skills

Project leadership

Multi-project management

Client relationships

Communication

Mentoring

Microsoft 365

Education

Bachelor's degree in Accounting/Finance/related field

Tools

Microsoft 365

Job description

Elliott Davis seeks a CAAS Projects Advisory Manager to lead accounting and finance engagements across various industries. You will act as a trusted client advisor, guiding transformation initiatives and ensuring timely, accurate deliverables.

Ideal candidates bring 7–10 years of progressive accounting experience (CPA preferred), strong leadership and mentoring ability, and a track record of building client relationships.