CAAS Projects Advisory Associate
Elliot Davis
WHO WE AREElliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.The CAAS Projects Advisory Associate helps customers solve accounting and finance challenges through hands-on, project-based advisory work. Working alongside experienced Seniors, Managers, and Directors, the Associate supports key workstreams, interacts with customer teams, and helps deliver practical solutions that strengthen accounting operations and support business needs.Engagements may include cash-to-accrual conversions, accounting cleanup and remediation, interim accounting 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 experienced audit associate or accounting professional who is naturally curious, takes ownership, enjoys problem solving, and wants to move beyond testing or maintaining established processes into execution. The Associate will build operational accounting and advisory skills, take increasing ownership of assigned work, interact directly with customers, and develop toward a future CAAS Projects Advisory Senior role.Why This Opportunity Is DifferentThis role offers the opportunity to apply your accounting foundation to real customer challenges. You will work across a variety of projects, learn how accounting functions operate, and help create practical solutions that fit each organization’s needs. The work combines hands-on execution, meaningful customer interaction, coaching from experienced professionals, and a clear path to grow within CAAS Projects Advisory.ResponsibilitiesSupport 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, ask thoughtful questions, 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 the skills needed to take ownership of larger workstreams.RequirementsBachelor'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.Preferred QualificationsCPA license or progress toward CPA licensure.Experience in CAAS/CAS, outsourced accounting, accounting advisory, or operational accounting.Experience with accounting cleanup, cash-to-accrual conversions, month-end close, process improvement, or ERP systems.Experience with private equity-backed, healthcare, biotech, life sciences, distribution, manufacturing, or growth-oriented organizations.#LI-EH1#LI-HYBRIDWHY YOU SHOULD JOIN USWe believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater.That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: • 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 and 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 professionallyNOTICE TO 3RD PARTY RECRUITERSNotice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.ADA REQUIREMENTSThe physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Physical RequirementsWhile performing the duties of this job, the employee is:• Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone• Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focusCognitive/Mental RequirementsWhile performing the duties of this job, the employee is regularly required to:• Use written and oral communication skills. • Read and interpret data, information, and documents. • Observe and interpret situations. • Work under deadlines with frequent interruptions; and• Interact with internal and external customers and others in the course of work.SummaryLocation: Raleigh, NC; Charleston, SC; Charlotte, NCType: Full time
- ...and D.C. as Elliott Davis, PLLC), a licensed CPA firm.The CAAS Projects Advisory Manager leads project-based accounting and finance engagements... ...Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission...ProjectFull timeContract workInterim roleWork at officeImmediate startFlexible hours
$83.7k - $135.4k
...Work, Cherry Bekaert delivers innovative advisory, assurance and tax services to our... ...Advisory team is looking for an R&D Senior Associate with a background in R&D Tax Credit consulting... ...Review technical documentation to draft project narratives to document how client...ProjectFull timeWork experience placementWork at officeLocal areaRemote work- Charlotte, NCAdvisory - Technology Advisory /Full Time /HybridWork with a Top 20 CPA and... ...fast-growing firm looking for a Senior Associate to join their dynamic team. Responsibilities... ..., and post-go-live support. Manage project scope, timelines, budgets, deliverables,...ProjectFull timeWork at officeLocal areaRemote workFlexible hours
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...Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly... ...effortsTo be a good fit for our Senior Associate role you will have:Bachelor’s degree in... ...to work independently and on multiple projects concurrentlyAttitude. We work hard and...ProjectFull timeWork at office$80.47k - $162.38k
...The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ...KPMG is currently seeking a Senior Associate, Financial Crimes to join our Advisory... ...needs, work plans, timelines, budgets, project management, and resource allocation...ProjectH1bLocal area$110k - $125k
...developmentFinancial support: Up to 3% 401(k) matching and financial advisory servicesTeam and community engagement: Monthly social events... ....Enhance Efficiency: Contribute to operational efficiency on projects and internal initiatives.Create Impactful Dashboards: Design,...ProjectFull timeWork at office- ...as a firm.KPMG is currently seeking an Associate or Senior Associate to join our Trade and... ...or export matters)Lead and manage client projects including trade compliance audits,... ...assessments, voluntary self-disclosures, advisory opinion requests, classification and developing...ProjectWork experience placementH1bLocal area
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...Time /RemoteWork with a Top 20 CPA and advisory firm that Accounts for Anything. Aprio has... ...year? Aprio is seeking a Senior Tax Associate, International Tax to join a growing team... ...solving skillsAbility to manage multiple projects and competing priorities effectivelyExcellent...ProjectFull timeWork at officeLocal areaRemote workFlexible hours$94.43k - $202.75k
The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ....KPMG is currently seeking a Senior Associate in Customer & Operations for our... ...Management space.Handle engagement risk, project economics, planning and budgeting, account...ProjectH1bLocal area- ...a career, KPMG provides audit, tax and advisory services for organizations in today's most... ...team.KPMG is currently seeking a Senior Associate, E&M Production to join our Digital... ...through planning and onsite delivery; strong project and budget management skills, with the...ProjectH1bLocal areaAfternoon shift
- The KPMG Advisory practice is at the forefront of transformation, offering excellent opportunities... ....KPMG is currently seeking a Senior Associate, Oracle HCM for our Consulting practice.... ...support, assisting with the creation of project deliverables and overseeing project...ProjectWork experience placementH1bLocal area
- ...and interpersonal skills to join its tax advisory team. This attorney will provide advice... ...appropriate advice is provided to, new projects and initiatives across the company.... ...maintain affiliations with relevant industry associations and peers.Directs and manages the work...ProjectFull timeWork at office
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...Private Equity Performance Improvement – Associate: CFO Services Alvarez & Marsal, a... ...performance improvement, and corporate advisory services. We are expanding our Private Equity... ...preference for CPA’s. Managing time‑sensitive projects by structuring work plans and leading...ProjectWork experience placementInterim roleImmediate startFlexible hours$77k - $202k
..., now and in the future. As a Senior Associate, you'll work as part of a team of problem... ...Years of Experience: 3 year(s) with advisory client facing Oracle EPM Consulting experience... ...with cloud based collaboration and project management tools. Demonstrates efficient...ProjectH1b$164.78k - $314.96k
...OpportunityWe are currently seeking an experienced Associate General Counsel to provide dedicated... ...collaborates across USAA and Legal and Advisory Services to mitigate risk.Proactively... ...leadership through cross-functional projects that have a material impact to USAA.Effectively...ProjectFull timeH1bWork at officeRemote workHome officeRelocation packageFlexible hours- Our client is seeking a Senior Associate to join a growing Accounting Advisory practice. If you’ve built a strong foundation in public accounting but aren... ...directly with client accounting and finance teams on project-based engagements Support month-end and year-end close...Project
- To act as a lead analyst and independently execute projects for US / UK / Asia based investment banks, lenders, asset managers, hedge funds, large corporations and advisory firms. Understand scope of work and objectives based on client type and accordingly design work approach...ProjectWork experience placement
$100k - $170k
Senior Associate, Supply Chain - Distribution & Logistics (OPEN TO ALL U.S. LOCATIONS) About... ...Excel and PowerPoint skills Structured project management (time, team and work-stream... ...industry operating experience Previous advisory experience from a top‑tier strategy firm...ProjectFull timePart timeInterim roleFlexible hours$175k
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...Private Equity Performance Improvement Associate: CFO Services Alvarez & Marsal, a... ..., performance improvement and corporate advisory services, is seeking to expand its Private... ...with team members through a time-sensitive project by structuring a work plan and managing...ProjectWork experience placementInterim roleImmediate startFlexible hours$21.1 - $35.16 per hour
...Associate Service Consultant-Estate Team Build a career that matches all your initiative... ...to participate and contribute to team projects and training that supports your career development... ...$2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million...ProjectWork from homeFlexible hours- Senior Associate - Transaction Advisory Services A specialized advisory firm is seeking a Senior Associate to join its growing Transaction Advisory Services team. This position offers the opportunity to work closely with private equity investors, strategic acquirers,...
- Bennett Thrasher in Charlotte, NC, is seeking a Senior Associate for its Transaction Advisory team. This role involves leading transaction advisory engagements, providing quality service to clients while working with a dedicated team. The ideal candidate will have an undergraduate...
$132.8k - $212.4k
...result of continued growth within our CFO Advisory - Accounting Advisory practice, an... ...right resource) with travel for specific projects as needed. An ideal candidate for our firm... ...but not limited to the role, function and associated responsibilities, a candidate’s work...ProjectFull timeWork experience placementLocal areaRemote work- As an Accounting Advisory Manager, you will:Support the performance of engagements by managing... ...that established goals are met on each project assignedEnsuring team is up to date on... ...not limited to the role, function and associated responsibilities, a candidate’s work experience...ProjectFull timeWork experience placementWork at officeLocal area
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