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CAAS Projects Advisory Associate
Elliott Davis. Support project-based accounting and finance engagements, including cash-to-accrual conversions, accounting cleanup and remediation, month-end close support, process improvement, and ERP or accounting system transitions.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in accounting processes, including account reconciliations, journal entries, and financial reporting, while effectively managing multiple priorities and collaborating with stakeholders. Proficient in utilizing technology and process improvement tools to enhance engagement delivery and support financial operations.
Highest-signal resume keywords
Bachelor's Degree In Accounting2 To 4 Years Of Progressive Accounting ExperienceCPA License Or Progress Toward CPA LicensureProficiency With Microsoft 365Experience With Accounting Cleanup And Month-End Close
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account ReconciliationJournal Entry PreparationFinancial ReportingMonth-End Close SupportInternal ControlsProcess ImprovementCash-To-Accrual ConversionsAudit ExperienceFinancial Statement PreparationERP Systems
Soft Skills
Analytical SkillsCommunication SkillsOrganizational SkillsProblem-Solving SkillsAdaptability
Tools & Technologies
Microsoft ExcelMicrosoft Word
Certifications & Qualifications
CPA License
Industry Keywords
Public AccountingOutsourced AccountingAccounting AdvisoryPrivate Equity-BackedHealthcareBiotechLife SciencesDistributionManufacturingGrowth-Oriented Organizations
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Support project-based accounting and finance engagements, including cash-to-accrual conversions, accounting cleanup and remediation, month-end close support, process improvement, and ERP or accounting system transitions.
- Assist with interim accounting engagements by supporting close, reporting, account reconciliations, journal entries, and day-to-day accounting priorities.
- Prepare account reconciliations, journal entries, financial reporting schedules, process documentation, and other engagement deliverables.
- Gather and analyze customer information, investigate variances and accounting issues, and help develop practical solutions.
- Complete assigned work accurately and on time while proactively communicating questions, progress, risks, and barriers.
- Participate in customer meetings and communicate directly with Controllers, accounting teams, and other customer stakeholders.
- Manage assigned tasks and deadlines across multiple engagements while adapting to changing priorities.
- Apply audit, financial reporting, internal control, and accounting-process knowledge to customer situations.
- Use technology, data, and process-improvement tools to support efficient engagement delivery.
- Collaborate with Seniors, Managers, Directors, and professionals across Elliott Davis to deliver high-quality customer solutions.
- Actively seek feedback and development opportunities while building skills needed to take ownership of larger workstreams.
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, or a related field.
- Typically 2 to 4 years of progressive accounting experience, including public accounting audit experience or comparable experience providing a strong foundation in financial reporting, account reconciliations, month-end close, and internal controls.
- Experience preparing or auditing account reconciliations, journal entries, financial statements, or related accounting schedules.
- Strong analytical, communication, organizational, and problem-solving skills.
- Naturally curious, accountable, coachable, and comfortable managing multiple priorities in changing environments.
- Ability to work both independently and collaboratively, ask thoughtful questions, and communicate directly with customers.
- Proficiency with Microsoft 365, including Microsoft Excel and Microsoft Word.
- CPA license or progress toward CPA licensure preferred.
- Experience in CAAS/CAS, outsourced accounting, accounting advisory, or operational accounting preferred.
- Experience with accounting cleanup, cash-to-accrual conversions, month-end close, process improvement, or ERP systems preferred.
- Experience with private equity-backed, healthcare, biotech, life sciences, distribution, manufacturing, or growth-oriented organizations preferred.
Benefits
Comp & perks- generous time away and paid firm holidays, including the week between Christmas and New Year’s
- flexible work schedules
- 16 weeks of paid maternity and adoption leave
- 8 weeks of paid parental leave
- 4 weeks of paid caregiver leave (once eligible)
- first-class health and wellness benefits, including wellness coaching and mental health counseling
- one-on-one professional coaching
- Leadership and career development programs
- access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally