Senior CAS Advisor
Haefele Flanagan & CoMaple Shade Township, NJ, USjob_description.job_card.30_days_ago
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- serp_jobs.job_card.full_time
job_description.job_card.job_descriptionOversight & Hands-On Support Client & Process Management 5–7+ years of progressive experience in public accounting, controllership, or client services (CAS / outsourced accounting strongly preferred) Strong proficiency in accounting platforms (QuickBooks Online required; Xero / Sage / other experience a plus) Experience preparing budgets, forecasts, KPI dashboards, and presenting financials to management Solid knowledge of GAAP and financial reporting standards Bachelor’s degree in Accounting, Finance, or related field (CPA or advanced certification a plus) QBO Advanced Certification preferred Excellent analytical, problem-solving, and critical thinking skills Strong client-facing communication and interpersonal skills Comfortable managing multiple client accounts and shifting priorities in a fast-growing department Valid driver’s license and reliable transportation for local client visits Flexibility to occasionally work extended hours during peak periods Commitment to maintaining client confidentiality and professional ethics Schedule can be hybrid, but candidate must be local to conduct client site visits Competitive salary and performance-based bonuses. Health, dental, and vision insurance. 401(k) with firm match. Employer paid life insurance (2x salary) Monthly cell phone stipend of $50 401(k) plan and 50% employer match up to 10% of salary - eligible to contribute first day of employment HSA, FSA, 529 plans, and Supplemental Disability plans Tuition, professional dues, and fees reimbursement Client and employee referral bonus program Generous PTO days and paid holidays Casual attire and atmosphere Employee Assistance Program We feed you (even if you aren’t hungry) Looking for a place where open communication, streamlined processes and accountability matter? Look no further. We run on EOS®. We offer all our employees the opportunity for extensive training and professional development coaching, team bonding, wellness and volunteer activities throughout the year. We live by our values…interested in finding out what they are? Apply now!
Job Description
Job Description
Senior CAS Advisor
Maple Shade, NJ
Full Time
Mid–Senior Level
About the Role
We are seeking a versatile and ambitious Senior Client Accounting Services (CAS) Advisor to join our growing public accounting firm. This unique role blends controller-level advisory (budgets, forecasts, KPIs, client financial reviews) with hands-on CAS responsibilities (oversight of reconciliations, reporting packages, and system / process improvements).
The ideal candidate will be comfortable stepping into client-facing advisory conversations while still rolling up their sleeves to ensure accurate, timely accounting deliverables. As our CAS department expands, this position offers significant opportunities for growth, leadership, and long-term impact.
Key Responsibilities
- Advisory & Controllership
Develop client budgets, forecasts, and KPI dashboards
Lead monthly / quarterly financial review meetings with clients
Provide data-driven insights and recommendations to business owners / executives
Mentor CAS team members on financial analysis and reporting best practices
Review reconciliations, reporting packages, and financial statements (balance sheet, P&L, cash flow)
Troubleshoot accounting system issues and ensure clean, accurate client books
Step in on transactional tasks (AP / AR, payroll entries, catch-up work) when necessary to maintain client service standards
Oversee deliverables from AI / outsourced teams, ensuring accuracy and efficiency
Act as a trusted advisor and point-of-contact for assigned clients
Conduct onboarding for new CAS clients, ensuring smooth transitions
Identify opportunities for process automation and workflow improvements
Collaborate with internal team members across service lines to deliver comprehensive solutions
Qualifications
Additional Requirements :
✨ This role is designed for someone ready to bridge the gap between high-level advisory and hands-on CAS work , with the career runway to grow into a future CAS Controller or Manager.
Benefits :
Work / Life Balance MATTERS!
Fridays off in the summer from Memorial Day to Labor Day
Company Values and Culture :
Check out EOS® www.eosworldwide.com
Haefele Flanagan is an Equal Opportunity Employer.
Haefele Flanagan recognizes the value of diversity and is committed to creating an inclusive environment. Come join us and help build our community.
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Senior Advisor • Maple Shade Township, NJ, US
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