CAS Accounting Manager Client Advisory Services

Position Overview

We are seeking a CAS Accounting Manager to oversee accounting and finance functions for multiple small-to-medium-sized business clients. This role will operate within a shared-services and advisory environment, providing clients with accurate financial reporting, analysis, accounting guidance, and process improvement recommendations.

Key Responsibilities

·        Manage day-to-day accounting and finance functions for multiple business clients.

·        Review monthly financial statements and perform month-over-month and actual-to-budget variance analysis.

·        Analyze financial information and provide actionable insights and decision support to clients.

·        Identify opportunities to improve accounting processes, controls, and operational efficiency.

·        Evaluate and implement accounting technologies, systems, integrations, and automation to improve month-end close processes.

·        Develop and document standardized accounting procedures, methodologies, and templates.

·        Lead initial client assessments, implementations, and onboarding activities.

·        Establish processes to ensure high-quality client service and timely deliverables.

·        Support business development by identifying opportunities, expanding existing client relationships, and assisting with presentations and proposals.

·        Leverage technology and automation to improve internal and client-facing accounting processes.

Requirements

·        Bachelor’s degree in Accounting required; advanced degree is a plus.

·        CPA or CPA-eligible preferred.

·        Minimum 5 years of relevant accounting experience.

·        Public accounting or audit experience strongly preferred.

·        Strong understanding of financial statements, accounting processes, and financial analysis.

·        M&A accounting experience preferred.

·        Excellent analytical, organizational, interpersonal, project management, and time management skills.

·        Strong written and verbal communication skills.

·        Demonstrated ability to provide exceptional client service.

·        Advanced proficiency in Microsoft Office, particularly Excel and Word.

·        Ability to manage multiple clients, priorities, and deadlines effectively.