Senior Associate CAAS
Vertex Global Solutions Inc
Summary The CAAS Senior Associate is one of the most important parts of the Advisory department, providing the firm's clients with guidance and leadership. CAAS Senior Associates take on the responsibility of private company controllers, helping clients run and improve their accounting departments, focusing on advising and process optimization. This role is heavily client‑facing and is ideal for someone who has the desire to learn all accounting‑related processes in detail and has a focus on timely and accurate financial reporting. This role has tremendous opportunities for growth and has high visibility to Senior Leadership within the organization. Responsibilities Typical client assignments will include all areas of responsibility a private company controller/CFO would be tasked with handling. Assist team members staffed on interim controller/CFO/outsourced accounting projects. Understand and evaluate the current workflow and organizational structure of client's current processes, procedures, and technology, as well as assisting the clients to become more efficient in those fields. Assist with month‑end closes including bank and credit card reconciliations, balance sheet roll forwards, posting journal entries for prepaid/accrued expenses, payroll, revenue recognition, etc., and reviewing monthly balance sheets and income statements, etc. Assist team members with ad‑hoc specialty projects on emerging issues. Research third‑party solutions for client pain points that is performed outside of the accounting system. Work with Business Advisory team members to develop Key Performance Indicators for businesses, set targets, and monitor progress for them. Support on accounting system conversion projects. Qualifications Bachelor's degree with an Accounting or Finance concentration required. Individuals pursuing or actively holding CPA or MBA is highly desirable. Prior experience in the public accounting industry is preferred (audit/advisory). Possess mid‑sized ERP system experience (NetSuite, Sage Intacct, Yardi, MS Dynamics etc). Willingness to learn and advance proficiency in a variety of accounting systems and desire to focus on continuous improvement. What We Offer Growth Champion Program to help facilitate ongoing performance feedback. Covered Becker study material costs to assist with the completion of the CPA exam. Team atmosphere that promotes collaboration and communication designed to enhance efficiency, as well as provide professional development. Competitive salaries and benefits package. Flexible PTO policy. 401k plan + match. Hybrid work arrangement. Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of employment visas at this time. This policy applies equally to all applicants regardless of national origin. Wiss is an Equal Opportunity‑Affirmative Action Employer – Minority / Female / Disability / Veteran / Gender Identity / Sexual Orientation / Age. Wiss is committed to diversity and inclusion. We seek candidates from all backgrounds to join our team, and encourage our employees to bring their authentic and best selves to work. #J-18808-Ljbffr Vertex Global Solutions Inc
- The Wiss CAAS Senior Associate is a pivotal member of the Advisory team, guiding clients with accounting leadership and process improvements. You will take on controller‑level responsibilities for private companies, delivering timely, accurate financial reporting while...Senior
- Summary The CAAS Senior Associate is one of the most important parts of the Advisory department, providing the firm's clients with guidance and leadership. CAAS Senior Associates take on the responsibility of private company controllers, helping clients run and improve...SeniorInterim roleFlexible hours
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