CAAS Projects Advisory Manager

• 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.

• Bachelor's degree in Accounting, Finance, or a related field.
• Generally 7 to 10 years of progressive accounting experience; demonstrated capability and relevant experience will be considered.
• Prior public accounting audit experience.
• Experience in Client Accounting and Advisory Services (CAAS/CAS), outsourced accounting, accounting advisory, or an Assistant Controller, Controller, or comparable accounting leadership role.
• Strong knowledge of accounting operations, financial reporting, month‑end close, account reconciliations, and internal controls.
• Proficiency with Microsoft 365 applications, including Excel, Word, Outlook, Teams, and PowerPoint.
• Demonstrated ability to lead multiple projects, customer relationships, or accounting work streams simultaneously.
• Demonstrated leadership and mentoring ability; formal direct‑report experience is not required.
• Strong communication, relationship‑building, project‑management, and problem‑solving skills, with the ability to thrive in fast‑paced and changing environments.
• CPA license is preferred.
• Experience with private equity‑backed companies or portfolio companies is preferred.
• Experience with interim Controller or fractional Controller services, cash‑to‑accrual conversions, accounting cleanup, or month‑end close optimization is preferred.
• Experience supporting organizations through accounting leadership turnover, rapid growth, acquisition integration, or significant change is preferred.
• Experience with workflow automation or accounting process improvement is preferred.

Demonstrates expertise in project‑based accounting and finance leadership, including interim Controller support, cash‑to‑accrual conversions, and month‑end close optimization. Proven ability to manage multiple engagements while building trusted relationships with stakeholders and mentoring team members.

• Project‑Based Accounting Leadership
• Client Accounting And Advisory Services (CAAS/CAS)
• Strong Knowledge Of Accounting Operations
• CPA License
• Experience With Private Equity‑Backed Companies

• Accounting Cleanup
• Month‑End Close Optimization
• Financial Reporting
• Account Reconciliations
• Internal Controls
• Cash‑To‑Accrual Conversions
• Process Improvement
• Workflow Automation
• Budget Management
• Engagement Economics

• Leadership
• Mentoring
• Communication
• Relationship‑Building
• Problem‑Solving

• CPA License

• Public Accounting Audit Experience
• Interim Controller Services
• Fractional Controller Services
• Acquisition Integration
• Accounting Leadership Turnover

• Microsoft 365
• Excel
• Word
• Outlook
• Teams
• Power Point