Strategic Client Advisory Accounting Manager

moweryschoenfeldllc; Lincolnshire (IL); On-site; USD 110,000 - 150,000; Full time

Job summary

Mowery & Schoenfeld, LLC in Lincolnshire, IL, is seeking a seasoned CAS Manager to lead multiple client engagements within our CAS Advisory team. You will oversee daily accounting and finance functions, review financial statements, and provide actionable insights to help small-to-mid sized businesses improve performance.

The ideal candidate is CPA or CPA-eligible with 5+ years of experience, strong communication and project management skills, and advanced Excel proficiency.

Qualifications

• Bachelor's degree in accounting required; CPA or CPA-eligible preferred.
• 5+ years of experience in accounting/advisory roles.
• CPA or equivalent work experience highly valued.
• Experience with M&A accounting is a plus.
• Demonstrated analytical, organizational, interpersonal and project management skills.
• Advanced proficiency in Microsoft Office, especially Excel and Word.

Responsibilities

• Oversee day-to-day accounting and finance functions for multiple clients in a shared services setup.
• Review monthly financial statements with variance analyses and actual-to-budget reviews.
• Provide actionable financial insights and decision support to client management.
• Identify process improvements and automation opportunities in client operations.
• Understand and leverage the technology stack to improve month-end close efficiencies and add-on capabilities.
• Document repeatable methodologies and develop tools/templates for future projects.
• Lead initial client assessments, implementations, and onboarding.
• Ensure exceptional client service and accountability.
• Support business development through lead generation, proposals, and presentations.
• Utilize technology to automate internal and client processes for efficiency.

Skills

Analytical skills

Organizational skills

Interpersonal skills

Project management

Time management

Written and verbal communication

Microsoft Office proficiency

Education

Bachelor's degree in accounting

CPA or CPA-eligible

Tools

Microsoft Excel

Microsoft Word

Job description

Mowery & Schoenfeld, LLC in Lincolnshire, IL, is seeking a seasoned CAS Manager to lead multiple client engagements within our CAS Advisory team. You will oversee daily accounting and finance functions, review financial statements, and provide actionable insights to help small-to-mid sized businesses improve performance.

The ideal candidate is CPA or CPA-eligible with 5+ years of experience, strong communication and project management skills, and advanced Excel proficiency.