Tronconi Segarra & Associates · 3 hours ago
Executive Director of CAAS
Buffalo, NY
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $160K/yr
10+ years expAscend is a transformative platform for accounting firms, empowering CPAs with innovative resources and support. The Executive Director of CAAS will lead the strategic and operational direction of a growing practice, focusing on business development, client relationships, and team leadership.
ConsultingFinancial Services
Responsibilities
Lead the strategic direction, financial performance, and operational execution of the CAAS practice
Drive growth, profitability, and resource allocation aligned to Financial, Client, People, and New Business KPIs
Serve as the primary point of contact for firm leadership on CAAS-related initiatives and performance
Expand and stand-up new service offerings that build on transactional accounting & controllership to add CFO Finance, CFO Business Insights, and Trusted Advisor Business Insights services
Guide teams in identifying opportunities for deeper engagement and value creation
Act as the primary growth engine for the CAAS practice, identifying and converting new business opportunities
Lead prospecting efforts, client assessments, and proposal development
Collaborate across service lines to identify cross-sell opportunities and expand client relationships
Maintain a deep understanding of market trends, client needs, and competitor offerings
Oversee key client relationships, ensuring service excellence and strategic alignment
Deliver high-level advisory services on an ad hoc basis, stepping in where strategic insight is needed
Lead or support special client presentations (e.g., board-level engagements), while delegating routine CAS delivery to the broader team
Ensure the new client onboarding process is efficient and seamless
Drive client awareness of TSA’s full suite of capabilities and offerings
Support client transitions when engagements no longer align with the firm’s ideal client profile
Build and mentor a high-performing management team, preparing future leaders for advancement
Foster a culture of strong ownership, accountability, innovation, and continuous improvement
Provide direct feedback and coaching to team members and, when necessary, clients
Share responsibility for recruitment and talent development with firm leadership
Partner with internal teams to streamline processes, improve data integrity, and enhance system efficiency
Advocate for process improvements in collaboration with other firm service offerings
Evaluate and implement technology solutions across integrated Cloud-Based GL, Workflow, Controller Tools, and Reporting & FP&A capabilities
Qualification
Required
Bachelor's degree in Accounting, Finance, or related field
CPA, CGMA, or equivalent professional certification
10+ years of experience in professional services (public accounting, consulting, or investment banking)
Proven success in leading/building a practice or business unit with measurable growth and profitability
Deep understanding of accounting principles (GAAP, accrual, cash basis) and advisory services
Strong business acumen, with the ability to translate financial data into strategic insights
Preferred
Background in audit or tax with a strong appreciation for advisory
Experience in pricing strategy, client segmentation, and proposal development
High emotional intelligence and ability to navigate complex client and team dynamics
Entrepreneurial mindset with a focus on innovation and measurable outcomes
Company
Tronconi Segarra & Associates
Tronconi Segarra & Associates is committed to delivering confidence to our clients.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2025-06-30Acquired
Leadership Team
Alec Marotto, CPA/ABV
Partner
Andrew J. Toth, CPA
Partner
Recent News
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