CAAS Senior Associate
Frazier & Deeter
Job Summary As a Client Accounting & Advisory Solutions (CAAS) Senior Associate , you’ll play a key role in delivering high-quality accounting support and actionable financial insights to our clients. In this position, you will take ownership of day-to-day client accounting activities, serve as a reliable point of contact, and support the development of junior team members through guidance and review. This role blends hands‑on accounting execution with increasing responsibility in client engagement management and team support. We’re seeking a detail‑oriented, solutions-focused accounting professional who thrives in a collaborative environment, excels in client service, and is motivated to grow into future leadership opportunities. Duties & Responsibilities Manage day-to-day accounting activities for assigned clients, including transaction entry oversight, account clean‑up, and month‑end close processes. Prepare and review journal entries, reconciliations, and supporting workpapers to ensure accuracy and completeness. Manage full‑cycle accounting functions, including accounts payable, accounts receivable, and payroll processing. Prepare monthly financial statements and perform variance and trend analysis, identifying key insights and escalating as needed. Independently manage smaller client engagements while supporting larger, more complex accounts. Serve as a primary point of contact for assigned clients, ensuring proactive, professional, and timely communication. Support client relationships by assisting with questions, addressing issues, and providing clear financial insights. Review work prepared by Associates, providing timely feedback to support development and ensure quality. Assist with onboarding and training new team members, reinforcing firm processes and standards. Identify opportunities to improve accounting workflows and processes to enhance efficiency and accuracy. Stay informed on accounting standards, regulatory changes, and compliance requirements. Deliver high‑quality work on time while managing multiple client engagements effectively. Education & Experience Bachelor’s degree in Accounting required. CPA license or progress toward licensure preferred. 3‑6+ years of experience in public accounting, outsourced accounting, or industry accounting. Strong understanding of full‑cycle accounting and financial reporting. Experience managing multiple priorities in a deadline‑driven environment. Proficiency in QuickBooks Online and Excel; experience with Sage Intacct, Xero, NetSuite, and Bill.com preferred. Strong analytical and problem‑solving skills with attention to detail. Excellent communication and interpersonal skills with the ability to work collaboratively in a team environment. Location: Hybrid. #J-18808-Ljbffr Frazier & Deeter
$101.1k - $115.4k
...Senior Associate, Product Management - Commercial BankProduct Management at Capital One is a booming, vibrant craft that requires reimagining the status quo, finding value creation opportunities, and driving innovative and sustainable customer experiences through technology...SeniorFull timePart timeLocal area- ...Job Description Job Description Senior Associate, Analytics & Client Leadership Polaris Healthcare Partners Polaris Healthcare Partners helps healthcare entrepreneurs build, scale, and exit successful group practices. Through sell‑side advisory, strategic consulting...Senior
- Accounting & Finance Professionals - Senior Associate through Manager Level The best and brightest in accounting and finance always have options — this opportunity is designed for those looking to accelerate their careers through high-impact, hands-on experience . We’...Senior
$64.5k - $129.5k
...About This Role This position is for an experienced Senior Associate responsible for supply and demand planning execution, supporting SIOP processes, and driving system and process improvements while working closely with suppliers and internal stakeholders to meet customer...SeniorTemporary workWork at office- Barings in Charlotte, NC is looking for a Senior Associate in Asset Based Finance to oversee transaction execution and governance. The role requires at least 2-5 years of experience in transaction management, strong attention to detail, and the ability to collaborate effectively...Senior
$100k - $170k
Alvarez & Marsal is seeking a Senior Associate focused on merger integration and operational performance improvement. This role involves identifying client business issues, planning execution strategies, and assessing performance across large deals. Candidates should have...Senior- Ernst & Young Oman is seeking a Senior Associate to join our Financial Diligence team in Charlotte, NC. The role involves analyzing financial data, discussing performance trends, and producing reports that highlight key insights during transactions. Candidates should have...Senior
- Charlotte is a Senior Associate in our Employment team, based out of our Bath office. With extensive experience advising employers and individuals on a range of employment law issues from day-to-day HR queries to complex litigation, Charlotte endeavours to provide clear...SeniorWork at office
$87.97k - $188.95k
...top professional services firms. Spark your curiosity and ignite your career at The Lighthouse. KPMG is currently seeking a Sr. Associate for our Consulting practice. Responsibilities: Design and implement scalable and robust software systems in Java, Python,...SeniorH1bLocal area$105k - $140k
Barings LLC is seeking a Senior Associate to support Asset-Based Finance in Charlotte, NC. This role focuses on monitoring asset-backed finance transactions, identifying risks, and analyzing deal performance. The ideal candidate has 2-5 years of experience in structured...Senior$105k - $130k
A leading advisory firm in Charlotte is seeking a Senior Associate in CFO Advisory Services. You'll play a pivotal role in delivering accounting advisory engagements to various clients including state and local governments. The ideal candidate has a Bachelor's Degree in...SeniorLocal area- Trimont in Charlotte, North Carolina, is seeking a Senior Associate in Credit Portfolio Management. This role involves partnering with an Asset Manager to manage a portfolio of securitized commercial real estate loans, ensuring compliance with associated agreements and...Senior
- MissionHires is seeking a Senior Associate for its Financial Services practice in Charlotte, NC. The ideal candidate will have 4 to 7 years of experience in transactional law, specifically in syndicated credit facilities and leveraged finance transactions. This role offers...SeniorRelocation package
- 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...Senior
- InforCapital, partnership, is seeking a Senior Associate for their Private Equity team located in Charlotte, United States. This role focuses on developing research-driven investment theses, conducting market diligence, and collaborating with portfolio companies on growth...Senior
$101.1k - $115.4k
A leading financial services company in Charlotte, NC is looking for a Senior Associate in Product Management to drive innovative solutions for commercial loan servicing. Candidates should have at least one year experience in product management or related fields, with...Senior- Talent Bridge, a boutique transaction advisory firm located in Charlotte, NC, is seeking a Senior Associate to join their team. The role involves executing financial due diligence for private equity clients and engaging in critical deal analyses directly. Candidates should...Senior
- Downtown Boulder Partnership is seeking a Private Equity Associate in Charlotte, NC. The role involves collaboration with senior management and requires expertise in financial modeling and industry research. Ideal candidates will have 1-3 years of relevant experience in...Senior
- MissionHires is seeking a Senior Associate in Financial Services to join a prestigious law firm in Charlotte, NC. The ideal candidate will have 4-7 years of transactional law experience, providing counsel on complex financial transactions. Responsibilities include drafting...SeniorWork at office
- Forvis Mazars US seeks a Transaction Advisory professional to perform financial due diligence, analyze financial results, and evaluate diligence issues for private equity groups and corporate clients. The ideal candidate will hold a Bachelor’s in Accountancy or Finance,...Senior
$77k - $202k
PwC seeks a Senior Associate in Financial Operations in Charlotte, NC, to enhance productivity and lead client finance processes. Responsibilities include analyzing complex financial issues, mentoring junior colleagues, and leveraging AI technologies for digital finance...Senior$80.8k - $92.2k
...Senior Associate - Product, User and Platform Support, Product Operations As a Process Manager at Capital One, you will be part of a smart, talented team responsible for creating and enhancing processes that deliver excellence to your customer each time. The Process Manager...SeniorFull timePart timeWork at officeLocal areaImmediate start- Barings LLC is seeking an Associate/Senior Associate for its Global Private Finance team in Charlotte. This role focuses on portfolio management and involves tracking investment performance, cash management, and reporting. Ideal candidates will have 2-4 years of experience...Senior
- Senior Associate, Transaction Advisory Services Responsibilities Participate in buy-side and sell-side transaction advisory engagements, providing financial and due diligence assistance, and accounting advisory services Document key findings and analysis in written report...SeniorCasual work
$77k - $202k
Specialty/Competency: Platform Engineering & Architecture Industry/Sector: Not Applicable Time Type: Full time Travel Requirements: Up to 80% At PwC, our people in infrastructure focus on designing and implementing robust, secure IT systems that support ...SeniorFull timeH1b- JOB RESPONSIBILITIES Technical knowledge sufficient to supervise staff accountant as well as review their work. Skills necessary to develop quality client relationships and loyalty. Communicate with client personnel in order to identify and assess existing client accounting...SeniorContract workWork at office
- ...consulting practices Assists in preparing proposals and engagement letters Represents the firm in community activities and professional association Basic Qualifications Bachelor’s degree in accounting CPA certification Minimum of two years experience in an Audit or...SeniorContract workCasual work
- Description & Requirements The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle‑market expertise and national resources, they provide tailored due diligence services that uncover opportunities...SeniorWork experience placementFlexible hours
- A leading consulting firm is seeking a Senior Associate for Digital Business Systems Consulting in Charlotte, NC. This role involves assessing client systems, supporting ERP implementations, and consulting on best practices. Ideal candidates have a Bachelor's degree and...SeniorFlexible hours
- Description & Requirements The Transaction Advisory team delivers critical insights and support for clients navigating business acquisitions and sales. With deep middle‑market expertise and national resources, they provide tailored due diligence services that uncover opportunities...SeniorWork experience placementFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to CAAS Senior Associate. Be the first to apply!
- media associate Charlotte, NC
- relationship associate Charlotte, NC
- senior associate Charlotte, NC
- mba associate Charlotte, NC
- cash office associate Charlotte, NC
- remote associate Charlotte, NC
- line associate Charlotte, NC
- parts associate Charlotte, NC
- technology transfer associate Charlotte, NC
- patient safety associate Charlotte, NC


