Senior CAAS Projects Advisory

• 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 work streams 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

• 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

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.

• CPA License
• Project-Based Accounting
• Financial Reporting
• Month-End Close Optimization
• ERP Implementations

• Cash-To-Accrual Conversions
• Accounting Cleanup
• Account Reconciliations
• Process Improvement Financial Reporting Schedules
• Journal Entries
• Internal Controls
• Workflow Automation
• Public Accounting Audit Experience
• Operational Accounting

• Analytical Skills
• Communication Skills
• Organizational Skills
• Problem-Solving Skills
• Delegation

• Bachelor's Degree in Accounting
• Bachelor's Degree in Finance
• CPA License

• Private Equity-Backed
• Healthcare
• Biotech
• Life Sciences
• Distribution
• Manufacturing
• Growth-Oriented Organizations
• CAAS
• Accounting Advisory
• Assistant Controller

• Microsoft 365
• Microsoft Excel
• Microsoft Word