Client Accounting & Advisory Services (CAAS) Supervisor I

Role and Responsibilities Other duties may be assigned, as necessary. The CAAS Supervisor I supervises and mentors entry- and mid-level staff while actively contributing to client service delivery. This role oversees day-to-day accounting operations, reviews staff work, and takes ownership of higher-level engagements including fractional CFO services and audit preparation. The Supervisor I also plays a key role in identifying and developing new service opportunities to support department growth. Minimum of 80% billable hours. • Supervise, review, and sign off on staff work product including journal entries, reconciliations, and financial reports. • Identify errors and control weaknesses in staff work; provide targeted coaching and training to address root causes and prevent recurrence. • Provide onboarding and ongoing training for entry- and mid-level staff. • Oversee client accounting operations and financial reporting across assigned engagements. • Maintain proactive client communication; serve as a trusted point of contact for complex accounting matters. • Deliver fractional/ contract CFO services including financial analysis, cash flow management, board reporting, and strategic financial guidance. • Lead audit preparation engagements, including documentation, PBC list management, and auditor coordination. • Coordinate with external auditors and tax preparers; support clients through audit and tax processes. • Support budgeting, forecasting, and financial planning processes for clients. • Identify and escalate technical issues, engagement risks, and client concerns appropriately. • Drive process improvement initiatives; identify inefficiencies and recommend solutions. • Support client onboarding, including systems setup and workflow documentation. • Participate in internal meetings, firm-wide training, and continuing education. • Identify emerging market trends, technology developments, and service opportunities; collaborate with department leadership to develop and execute implementation strategies (e.g., leading staff through new platform adoption while keeping all engagements on track and within scope). • Actively cultivate and pursue business development opportunities, including expanding services within existing clients and converting prospect relationships into new engagements. • Supervises and develops staff effectively; identifies skill gaps and coaches for lasting improvement. Qualifications and Education Requirements • Undergraduate degree, in accounting or related discipline preferred • Minimum 8+ years of progressive accounting experience, with demonstrated experience in a supervisory or senior individual contributor role. Prior experience in public accounting, outsourced accounting services, or a client-facing environment strongly preferred. Experience with fractional CFO work or audit preparation engagements a plus. Required Skills • Skilled at managing client relationships and communicating complex accounting matters clearly. • Strong written and verbal communication skills. • Excellent organizational and time management skills across multiple concurrent engagements. • Sound judgment in identifying, escalating, and resolving issues. • Proactive and resourceful; comfortable finding answers independently through research and troubleshooting. • Growth-oriented mindset; actively looks for opportunities to expand the firm's service offerings and client relationships. • Forward-thinking; monitors industry and technology trends and partners with leadership to evaluate and implement strategically. • Knows the limits of their own knowledge and leverages the right internal resources when needed. • Deep knowledge of GAAP; experience with FASB and/ or GASB a plus. • Proficient in QuickBooks; experience with additional platforms (e.g., Sage Intacct, NetSuite) a plus. Supervisory Relationship • Supervises CAAS employees • Reports to CAAS Manager Work Environment and Physical Demand Hours: Monday- Friday, 8:00 AM- 5:00 PM. Overtime required as necessary. The physical demands described here are representative of those that must be met by an employee to successfully perform the primary functions of this job. While performing the duties of this job, the employee is frequently required to sit, use hands to finger, handle, or feel; reach with hands and arms; and talk; or hear. The employee is occasionally required to stand and walk. The employee must occasionally lift and/ or move up to 15 pounds. Specific vision abilities by this job include close vision, distance vision and ability to adjust focus.