Haefele Flanagan · 4 months ago
Senior CAS Advisor
Maple Shade, NJ
Full-time
Hybrid
Mid, Senior Level
5+ years expHaefele Flanagan is a growing public accounting firm seeking a versatile and ambitious Senior Client Accounting Services (CAS) Advisor. This role combines controller-level advisory responsibilities with hands-on CAS duties, focusing on client financial reviews, oversight of reconciliations, and system/process improvements.
AccountingConsultingEmployee BenefitsFinanceFinancial Services
Responsibilities
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
Qualification
Required
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)
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
Preferred
QBO Advanced Certification preferred
Company
Haefele Flanagan
Haefele Flanagan offers accounting, litigation support, business consulting, financial, estate and tax planning services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Ande Grubb
Chief Operating Officer (Integrator)
Angela McDonough
Chief Operating Officer
Recent News
2025-02-18
2025-01-31
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