Accountant

Responsibilities

• Managing a portfolio of CAS/consulting clients, serving as their primary relationship owner

• Overseeing clients’ monthly, quarterly, and annual accounting processes to ensure complete, accurate, and timely financial reporting

• Reviewing and advising on bookkeeping, general ledger accuracy, reconciliations, payroll and financial clean-up

• Providing meaningful financial insights, KPI dashboards, and variance analyses to help clients make strategic decisions

• Acting as a fractional CFO by supporting forecasting, budgeting, cash flow management, and financial modeling

• Identifying opportunities for process improvements, automation, and enhanced reporting

• Coordinating with tax and audit teams to ensure integrated, seamless client service

• Leading and mentoring junior CAS/consulting staff

• Managing workflow, deadlines, and client expectations while maintaining high service standards

Qualifica...

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