Elliot Davis

CAAS Projects Advisory Senior

Elliot Davis$80K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting, Finance, or related field.
  • CPA license required.
  • 4 to 6 years of progressive accounting experience is typical.
  • Public accounting audit experience preferred for a strong foundation in financial reporting.
  • Strong analytical, communication, organizational, and problem-solving skills required.
  • Naturally curious and accountable individual who can manage multiple priorities.
  • Proficiency in Microsoft 365, particularly Excel and Word.

Responsibilities

  • Execute project-based accounting and finance engagements such as cash-to-accrual conversions and accounting cleanup.
  • Support interim Assistant Controller roles by managing customer accounting priorities.
  • Own significant workstreams with minimal supervision and communicate progress effectively.
  • Prepare and review essential financial documents including reconciliations and journal entries.
  • Investigate accounting issues and develop customer-focused solutions.
  • Engage directly with customer teams, presenting findings and recommendations.
  • Balance hands-on execution with increased responsibility by leading customer interactions.

Benefits

  • Generous time off and paid holidays, including a week between Christmas and New Year’s.
  • Flexible work schedules to promote work-life balance.
  • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, and 4 weeks of paid caregiver leave.
  • Comprehensive health and wellness benefits, including wellness coaching.
  • One-on-one professional coaching to foster personal growth.
  • Access to leadership and career development programs.
  • Unique program (Beyond) providing personal and professional experiences for growth.
Full Job Description
The CAAS Projects Advisory Senior helps customers solve accounting and finance challenges through hands-on, project-based advisory work. Working alongside experienced Managers and Directors, the Senior owns key workstreams, interacts directly with customer teams, and delivers practical solutions that strengthen accounting operations and support business needs. Engagements may include cash-to-accrual conversions, accounting cleanup and remediation, interim Assistant Controller support, month-end close optimization, accounting process improvement, and ERP or accounting system transitions. No two engagements are exactly alike, providing broad exposure to industries, accounting environments, and business challenges. This role is ideal for an accounting professional who is naturally curious, takes ownership, enjoys problem solving, and wants to move beyond testing into execution. The Senior will build operational accounting and advisory skills, coach associates, lead portions of engagements with increasing independence, and develop toward a future CAAS Projects Advisory Manager role. Why This Opportunity Is Different This role offers the opportunity to move beyond maintaining or reviewing established processes and take a more active role in solving accounting and finance challenges. You will work across a variety of customers and projects, improve operations, and help create practical solutions that fit each organizations immediate needs. The work combines hands-on execution, meaningful customer interaction, and a clear path to grow as a CAAS advisor and leader. Responsibilities 3 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. 3 Support interim Assistant Controller and other accounting leadership engagements by helping customers manage close, reporting, reconciliations, and day-to-day accounting priorities. 3 Own significant workstreams with limited supervision, including planning tasks, gathering information, resolving issues, and communicating progress. 3 Prepare and review account reconciliations, journal entries, financial reporting schedules, process documentation, and other engagement deliverables. 3 Investigate accounting issues, identify root causes, and develop practical solutions that meet customer needs and support sound operations. 3 Work directly with Controllers, accounting teams, and other customer stakeholders; participate in meetings and present work product and recommendations. 3 Balance hands-on execution with increasing responsibility for leading portions of meetings, projects, and customer interactions. 3 Coach associates through delegation, review, feedback, and hands-on learning. 3 Coordinate priorities and deadlines across multiple engagements while proactively communicating risks or barriers. 3 Maintain responsibility for the quality, accuracy, timeliness, and practical usefulness of assigned work. 3 Collaborate with Managers, Directors, and professionals across Elliott Davis to deliver integrated customer solutions. Requirements 3 Bachelors degree in Accounting, Finance, or a related field. 3 CPA license. 3 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. 3 Public accounting audit experience or comparable experience providing a strong foundation in financial reporting, month-end close, account reconciliations, and internal controls. 3 Strong analytical, communication, organizational, and problem-solving skills. 3 Naturally curious, accountable, and comfortable managing multiple priorities in changing environments. 3 Ability to work independently, collaborate with engagement teams, and communicate directly with customers. 3 Proficiency with Microsoft 365, including Microsoft Excel and Microsoft Word. Preferred Qualifications 3 Experience in CAAS/CAS, outsourced accounting, accounting advisory, or an Assistant Controller role. 3 Experience with cash-to-accrual conversions, accounting cleanup, month-end close optimization, or accounting process improvement. 3 Experience with private equity-backed, healthcare, biotech, life sciences, distribution, manufacturing, or growth-oriented organizations. 3 Experience with ERP implementations, accounting system conversions, or workflow automation. #LI-EH1 #LI-HYBRID We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. Thats right - all aspects of life, not just your life as an employee, because we understand that theres life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: 3 generous time away and paid firm holidays, including the week between Christmas and New Years 3 flexible work schedules 3 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) 3 first-class health and wellness benefits, including wellness coaching and mental health counseling 3 one-on-one professional coaching 3 Leadership and career development programs 3 access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

About Elliot Davis

Elliot Davis is an accounting firm that provides a range of services, including audit, tax, and consulting. The company serves clients in a variety of industries, including healthcare, manufacturing, and real estate. Elliot Davis has more than 800 employees and operates offices in several states, including South Carolina, North Carolina, and Georgia. The company was founded in 1925 and is headquartered in Greenville, South Carolina.
Learn more about Elliot Davis
Size
800 employees
Industry
Founded
1989

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