Overview
This role supports commercial real estate clients focused on development by delivering high-quality financial reporting, project-level insights, and performance analysis to drive informed business decisions. As a CAS Advisory Manager, you will lead client engagements, oversee financial operations, and provide guidance on accounting, budgeting, forecasting, lease accounting, and investor reporting across development projects and portfolios. You will also mentor teams and collaborate with both domestic and overseas resources to enhance service delivery and efficiency. This is a highly visible, client-facing role focused on building strong relationships and delivering value-driven advisory solutions.
This position can be performed remotely anywhere in the United States.
Responsibilities
- Review financial reporting packages and work papers for quality, completeness, and timely delivery.
- Prepare and analyze benchmarking data and key performance indicators to support client insights.
- Present completed reporting packages and findings to clients as directed.
- Assist in preparing budgets, forecasts, and cash flow models in alignment with client engagement terms.
- Provide technical accounting support to clients and their teams on complex issues.
- Identify operational inefficiencies through client discovery sessions and recommend actionable improvements.
- Lead and coach staff and senior accountants, providing guidance on accounting and financial reporting matters.
Qualifications
- Bachelor’s degree in Accounting, Finance, or Business.
- 4–6 years of experience in public or private accounting.
- Experience managing multi-entity ownership structures within the commercial real estate industry.
- Proven client-facing experience presenting financial results and insights to owners, investors, and lenders.
- Familiarity with real estate KPIs, budgeting, forecasting, and performance analysis.
- 3+ years managing associates and/or teams.
- Professional certification (e.g., CPA, CMA) preferred.
- Proficiency in financial reporting and analysis.
- Strong planning, prioritizing, and organizational skills.
- Strong project management and relationship-building skills with a client-first mindset.
- Excellent written, verbal, and presentation skills.
- Preferred proficiency in industry accounting software such as QuickBooks Online, Appfolio, and Yardi, with a demonstrated ability to embrace new technologies.
- Demonstrated ability to influence others, promote constructive change, and develop team members.
- Ability to travel up to 10%.
Compensation & Benefits
- Estimated base pay range: $107,000 to $160,000. Offers are typically not made at the maximum to allow for future salary increases.
- Eligibility for an annual discretionary bonus based on individual and firm performance.
- Comprehensive benefits including multiple health plan options (HMO & PPO), dental and vision coverage, HSA with potential employer contribution, Employee Assistance Program.
- Firm-sponsored basic life and short- and long-term disability coverage.
- 401(k) savings plan with profit sharing and employer matching contributions.
- Well-being incentives, education and certification assistance.
- Flexible time off, family care leave, parental leave, and family formation benefits.
- Additional voluntary benefits such as critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care, pet insurance, ID theft protection, and supplemental life/AD&D insurance.
- Remote work flexibility available.
Location
Remote within the United States.