Senior CAS Advisor
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
- Oversight & Hands-On Support
- 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
- Client & Process Management
- 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
- 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
Fridays off in the summer from Memorial Day to Labor Day
- 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!
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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