The CAS Manager will work closely with our diverse client base to implement best practices within the accounting function for a variety of small-to-medium sized businesses. Former auditors within public accounting firms are strongly preferred as their experience and client-facing polish align well with this opportunity!
Key Responsibilities- Overall day-to-day management of the accounting and finance functions of multiple clients in a shared services environment.
- Review clients' monthly financial statements including month-over-month variance analysis and / or actual-to-budget analysis.
- Analyze and interpret financial information for client management and provide actionable insight and decision support.
- Continuously identify opportunities to enhance the clients' operations and make suggestions for procedural improvements.
- Understand our technology stack and identify additional add-on processes, systems, modules, and integrations that can drive month-end close efficiencies.
- Define and document repeatable methodologies with appropriate tools and templates that can be leveraged for future projects.
- Direct initial assessments, implementations, and onboarding of new clients.
- Be accountable for putting processes in place to ensure exceptional client service.
- Perform business development activities including generating leads in the marketplace, expanding opportunities for existing clients, and preparing presentations and proposals for prospects.
- Leverage technology to automate internal and client processes to improve efficiency.
Our ideal candidate is a certified public accountant (CPA) or is CPA eligible, with at least 5 years of experience. In addition, the role requires:
- Bachelor's degree in accounting required, advanced degree a plus
- CPA or equivalent work experience
- Experience with M&A accounting is preferred
- Demonstrated analytical, organizational, interpersonal, project management, time management, written and verbal communication skills
- Demonstrated ability to provide exceptional client service
- Commitment to continuous learning
- Advanced proficiency in Microsoft Office, particularly Word and Excel
