Senior CAS Advisor

Senior CAS Advisor

Maple Shade, NJ
Full Time
Mid–Senior Level

About the Role

We are seeking a versatile and ambitious Senior Client Accounting Services (CAS) Advisor to join our growing public accounting firm. This unique role blends controller-level advisory (budgets, forecasts, KPIs, client financial reviews) with hands-on CAS responsibilities (oversight of reconciliations, reporting packages, and system/process improvements).

The ideal candidate will be comfortable stepping into client-facing advisory conversations while still rolling up their sleeves to ensure accurate, timely accounting deliverables. As our CAS department expands, this position offers significant opportunities for growth, leadership, and long-term impact.Key Responsibilities
 

• 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

Qualifications
 

• 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

Additional Requirements
 

• 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

✨ This role is designed for someone ready to bridge the gap between high-level advisory and hands-on CAS work, with the career runway to grow into a future CAS Controller or Manager.

 

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