Senior CAS Advisor

• Advisory & Controllership
  • Develop client budgets, forecasts, and KPI dashboards

• • Lead monthly/quarterly financial review meetings with clients

• • Provide data-driven insights and recommendations to business owners/executives

• • Mentor CAS team members on financial analysis and reporting best practices

• Oversight & Hands-On Support
  • Review reconciliations, reporting packages, and financial statements (balance sheet, P&L, cash flow)

• • Troubleshoot accounting system issues and ensure clean, accurate client books

• • Step in on transactional tasks (AP/AR, payroll entries, catch-up work) when necessary to maintain client service standards

• • Oversee deliverables from AI/outsourced teams, ensuring accuracy and efficiency

• Client & Process Management
  • Act as a trusted advisor and point-of-contact for assigned clients

• • Conduct onboarding for new CAS clients, ensuring smooth transitions

• • Identify opportunities for process automation and workflow improvements

• • Collaborate with internal team members across service lines to deliver comprehensive solutions

• 5–7 years of progressive experience in public accounting, controllership, or client services (CAS/outsourced accounting strongly preferred)

• Strong proficiency in accounting platforms (QuickBooks Online required; Xero/Sage/other experience a plus)

• Experience preparing budgets, forecasts, KPI dashboards, and presenting financials to management

• Solid knowledge of GAAP and financial reporting standards

• Bachelor’s degree in Accounting, Finance, or related field (CPA or advanced certification a plus)

• QBO Advanced Certification preferred

• Excellent analytical, problem-solving, and critical thinking skills

• Strong client-facing communication and interpersonal skills

• Comfortable managing multiple client accounts and shifting priorities in a fast-growing department

• Valid driver’s license and reliable transportation for local client visits

• Flexibility to occasionally work extended hours during peak periods

• Commitment to maintaining client confidentiality and professional ethics

• Schedule can be hybrid, but candidate must be local to conduct client site visits

• Competitive salary and performance-based bonuses.
• Health, dental, and vision insurance.
• 401(k) with firm match.
• Employer paid life insurance (2x salary)
• Monthly cell phone stipend of $50
• 401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employment
• HSA, FSA, 529 plans, and Supplemental Disability plans
• Tuition, professional dues, and fees reimbursement
• Client and employee referral bonus program

• Generous PTO days and paid holidays
• Casual attire and atmosphere
• Employee Assistance Program
• We feed you (even if you aren’t hungry)

• Looking for a place where open communication, streamlined processes and accountability matter?  Look no further.  We run on EOS®.
• We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year.
• We live by our values…interested in finding out what they are?  Apply now!

Salary : $50