Talent.com
Senior CAS Advisor

Senior CAS Advisor

Haefele Flanagan & CoMaple Shade, NJ, US
30+ days ago
Job type
  • Full-time
  • Quick Apply
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 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 Qualifications   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 Additional Requirements   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 ✨ 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.   Powered by JazzHR

Create a job alert for this search

Senior Advisor • Maple Shade, NJ, US

Related jobs
  • Promoted
Senior Client Advisor

Senior Client Advisor

VirtualVocationsPhiladelphia, Pennsylvania, United States
Full-time
A company is looking for a Senior Client Advisor to develop trusted relationships with Premium, Private, and Enterprise clients. Key Responsibilities Onboard members through live, video-based one-...Show moreLast updated: 30+ days ago
  • Promoted
H&M Sales Advisor

H&M Sales Advisor

H&M GroupLanghorne, PA, US
Full-time
As a Sales Advisor, you'll be responsible for providing excellent customer service, welcoming & guiding customers through your store to actively sell our products and providing customers with suppo...Show moreLast updated: 30+ days ago
  • Promoted
Senior Associate- Transaction Advisory Services (TAS)

Senior Associate- Transaction Advisory Services (TAS)

EisnerAmperPhiladelphia, PA, United States
Full-time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 30+ days ago
  • Promoted
Enrollment Advisor

Enrollment Advisor

VirtualVocationsPhiladelphia, Pennsylvania, United States
Full-time
A company is looking for an Enrollment Advisor to facilitate prospective students through the application process for their chosen university. Key Responsibilities Communicate with prospective stu...Show moreLast updated: 30+ days ago
  • Promoted
Senior CAS Specialist

Senior CAS Specialist

Haefele FlanaganMaple Shade, NJ, US
Full-time
We are seeking an experienced and ambitious Client Accounting Services (CAS) to join our dynamic public accounting firm.The ideal candidate will have a strong background in bookkeeping and accounti...Show moreLast updated: 30+ days ago
  • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

EisnerAmperPhiladelphia, PA, United States
Full-time
Prosperity is a leading wealth management company dedicated to providing objective financial planning services and investment advice to businesses, individuals, families, and institutions.Our firm ...Show moreLast updated: 30+ days ago
  • Promoted
Implementation Advisor

Implementation Advisor

VirtualVocationsPhiladelphia, Pennsylvania, United States
Full-time
A company is looking for an Advisor-Implementation & Business Support.Key Responsibilities Lead the implementation of small business voice and data products, serving as the primary contact for cu...Show moreLast updated: 2 days ago
  • Promoted
Experimentation Advisor

Experimentation Advisor

VirtualVocationsPhiladelphia, Pennsylvania, United States
Full-time
A company is looking for an Experimentation Advisor - FME.Key Responsibilities Serve as a trusted experimentation advisor, guiding customers through onboarding and adoption of experimentation pra...Show moreLast updated: 2 days ago
Senior Claims Adjuster

Senior Claims Adjuster

Fast Track HiringPhiladelphia, Pennsylvania, United States
Full-time
Quick Apply
Remote (Preferably EST Time Zone) - Philadelphia, PA or Quincy, MA preferred.Salary to be discussed with a Bryant Staffing Solutions Recruiter. We are currently seeking a seasoned Senior Claims Adju...Show moreLast updated: 30+ days ago
  • Promoted
Category Management Senior Advisor

Category Management Senior Advisor

CignaPhiladelphia, PA, US
Full-time
Category Management Senior Advisor.The Category Management Senior Advisor will be accountable for the assigned sourcing activities across the Information Technology organization as it relates to th...Show moreLast updated: 30+ days ago
  • Promoted
Senior Merchant Business Advisor

Senior Merchant Business Advisor

KeyCorpLafayette Hill, PA, US
Full-time
Sr Merchant Business Banking Sales Advisor.Location : 401 Plymouth Road - Plymouth Meeting, Pennsylvania 19462.The Sr Merchant Business Banking Sales Advisor serves as an integral member of the Key ...Show moreLast updated: 30+ days ago
  • Promoted
Senior Associate- Transaction Advisory Services- Healthcare

Senior Associate- Transaction Advisory Services- Healthcare

EisnerAmperPhiladelphia, PA, United States
Full-time
At EisnerAmper, we look for individuals who welcome new ideas, encourage innovation, and are eager to make an impact.Whether you're starting out in your career or taking your next step as a seasone...Show moreLast updated: 25 days ago
  • Promoted
Senior Investment Advisor

Senior Investment Advisor

WSFS BankBerwyn, PA, US
Full-time
Bryn Mawr Trust, a WSFS Company, provides locally managed and collaborative wealth management solutions, including a broad array of planning and advisory services, investment management, trust and ...Show moreLast updated: 30+ days ago
  • Promoted
Acquisition Integration Advisor

Acquisition Integration Advisor

HumanaTrenton, NJ, United States
Full-time
Become a part of our caring community and help us put health first.The Acquisition Integration Advisor performs project-oriented duties related to the integration of an acquired entity into the com...Show moreLast updated: 4 days ago
  • Promoted
Senior Wealth and Trust Advisor

Senior Wealth and Trust Advisor

WSFS BankBerwyn, PA, US
Full-time
Senior Wealth And Trust Advisor.At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they ca...Show moreLast updated: 28 days ago
  • Promoted
Resident Advisor

Resident Advisor

Universal Health Services, Inc.Philadelphia, PA, United States
Full-time
Friends Hospital offers a continuum of care including level of care assessments; specially designed inpatient units for adolescents, adults, and older adults. and a private residential rehabilitati...Show moreLast updated: 30+ days ago
  • Promoted
Advisor, Clinical Standards

Advisor, Clinical Standards

ArchWell HealthPhiladelphia, PA, United States
Full-time
Advisor, Clinical Standards - Shared Clinical Services.Director, Nursing Practice and Improvement.Individual must be located in Philadelphia, PA or surrounding area. Director of Nursing Practice and...Show moreLast updated: 22 days ago
  • Promoted
Senior Admissions Advisor

Senior Admissions Advisor

VirtualVocationsPhiladelphia, Pennsylvania, United States
Full-time
A company is looking for a Senior Admissions Advisor to assist adult learners in achieving their educational goals.Key Responsibilities Guide prospective students through their decision-making pr...Show moreLast updated: 2 days ago
  • Promoted
Senior Claims Adjuster

Senior Claims Adjuster

VirtualVocationsPhiladelphia, Pennsylvania, United States
Full-time
A company is looking for a Senior Claims Adjuster, Insurance.Key Responsibilities Investigate, evaluate, and adjudicate claims for workplace injuries under occupational accident policies Ensure ...Show moreLast updated: 30+ days ago
  • Promoted
Technology Advisor

Technology Advisor

AECOMConshohocken, PA, United States
Full-time
At AECOM, we're delivering a better world.Whether improving your commute, keeping the lights on, providing access to clean water, or transforming skylines, our work helps people and communities thr...Show moreLast updated: 4 days ago