Senior CAS Accountant/Client Onboarding
Listed on 2026-10-09
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Accounting
Financial Reporting, Accounting Manager, Senior Accountant, Public Accounting
Illumination Accounting & Consulting
Illumination Accounting & Consulting is a Twin Cities-based Client Advisory Services (CAS) firm serving small to mid-sized businesses in construction, real estate, professional services, and inventory-driven industries. We function as our clients’ outsourced accounting department, delivering bookkeeping, controller oversight, and fractional CFO advisory services under one roof.
We are a collaborative, high-performing team that moves quickly, values continuous improvement, and takes pride in helping clients make better business decisions. As we continue to grow, we’re looking for experienced professionals who want to grow alongside us.
Senior CAS Accountant / Client Onboarding About Illumination Accounting & ConsultingIllumination Accounting & Consulting is a Twin Cities-based Client Advisory Services (CAS) firm serving small to mid-sized businesses in construction, real estate, professional services, and inventory-driven industries. We function as our clients’ outsourced accounting department, delivering bookkeeping, controller oversight, and fractional CFO advisory services under one roof.
We are a collaborative, high-performing team that moves quickly, values continuous improvement, and takes pride in helping clients make better business decisions. As we continue to grow, we’re looking for experienced professionals who want to grow alongside us.
The OpportunityThis is a senior-level CAS role for an experienced accounting professional who enjoys both managing ongoing client relationships and taking the lead on new client onboarding. You will own a portfolio of clients while helping new engagements move from signed agreement to a clean, organized, and sustainable accounting process.
You will serve as the primary accounting contact for small and mid-sized engagements. For larger or more complex clients, you will partner closely with our Accounting Manager or Controller while maintaining direct client interaction and significant responsibility.
A key focus of this position is client onboarding, including accounting cleanup, chart of accounts design, accounting and technology system setup, process optimization, and development of useful financial reporting. You will evaluate how a client’s accounting function operates today, identify gaps and inefficiencies, and help establish a stronger foundation for accurate and timely reporting.
Success in this role requires strong technical accounting expertise, exceptional communication skills, and the ability to operate independently. Construction and real estate experience are strongly preferred, along with curiosity about AI, automation, and better ways to improve accounting workflows.
Responsibilities- Independently manage a portfolio of client engagements, including accounts payable, accounts receivable, payroll, bank reconciliations, month-end close, and financial reporting.
- Serve as the primary client contact for assigned engagements and lead recurring financial review meetings with business owners and executives.
- Prepare and present monthly financial packages, including variance analysis, financial insights, and actionable recommendations.
- Lead new client onboarding from signed engagement through the first clean close, coordinating timelines, responsibilities, and client communication.
- Assess existing accounting records and complete or coordinate accounting cleanup needed to establish accurate opening balances and reliable financial reporting.
- Design or refine charts of accounts, classes, projects, and other reporting structures to support meaningful management reporting.
- Evaluate, configure, and optimize accounting systems and related technology, including Quick Books Online and integrated CAS tools, with a focus on…
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