Senior Accountant, Client Accounting Advisory Services (CAAS)

Overview

The organization is seeking a highly skilled Senior Accountant to serve as a strategic advisor and mentor within a Client Accounting Advisory Services (CAAS) team. This role manages client engagements, optimizes financial processes, and ensures accurate financial reporting. While there are no direct reports, the position requires strong leadership, mentorship, and collaboration skills to guide staff and senior staff accountants and support client success.

This is a fully remote role that can be based anywhere in the U.S., and the selected candidate will report to the Team Manager(s).

Responsibilities

Global Support

• Operate within a global framework to support teams, meet deadlines, and participate in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed.
• Collaborate with international stakeholders, adjusting to varying schedules and priorities.
• Facilitate seamless communication and coordination across CAAS teams to support sales operational efficiency.
• Maintain scheduling flexibility to accommodate time-sensitive tasks and cross-regional collaboration.

Advanced Accounting & Financial Analysis

• Lead month-end and year-end close processes, including journal entries, accruals, and financial reconciliations.
• Prepare and analyze financial statements, management reports, and financial forecasts to support client decision-making.
• Ensure compliance with GAAP and financial controls, maintaining audit-ready financial records.
• Utilize FloQast for close management, reconciliation tracking, and workflow automation.

Client Advisory & Relationship Management

• Serve as a trusted financial advisor, providing data-driven insights and recommendations.
• Lead client onboarding and Sage Intacct implementations to ensure financial systems are optimized.
• Provide fractional Controller-level support, offering strategic financial insights and operational efficiencies.
• Support implementation and migration of accounting systems to ensure smooth onboarding and system optimization.
• Conduct quarterly financial reviews with clients, delivering actionable insights to improve business performance.

Technology & Operational Efficiency

• Leverage Sage Intacct and QuickBooks Online as primary accounting platforms for reporting, automation, and process optimization.
• Implement best practices for financial operations, including automation, process standardization, and internal controls.
• Support financial technology integration projects to ensure seamless adoption of new tools and systems for accounting, payroll, and reporting.
• Assist in payroll processing and compliance, working with payroll systems to ensure accurate wage calculations, tax filings, and reporting.
• Optimize reconciliation and close processes using FloQast, QuickBooks Online, and Sage Intacct to improve efficiency, accuracy, and timeliness.
• Drive continuous improvement initiatives and stay current with industry trends and technological advancements.

Senior Mentorship

• Guide and mentor Senior Staff Accountants by providing technical expertise, process training, and career development support.
• Review work prepared by Staff Accountants to ensure accuracy and adherence to best practices.
• Act as a subject matter expert for QuickBooks Online (QBO) and other cloud-based financial tools, supporting internal training and implementation efforts.
• Foster a culture of continuous improvement and knowledge-sharing within the CAAS team.
• Collaborate across departments to enhance service offerings and improve client outcomes.

Internal Collaboration & Process Alignment

• Participate in global accounting meetings to ensure consistency and compliance across financial processes.
• Work cross-functionally with operations and finance teams to align accounting practices with business needs.
• Assist in preparation of audit schedules, tax filings, and financial compliance documentation.
• Support leadership with preparation of financial data, reports, and insights for internal decision-making.

Client Engagement & Project Contribution

• Maintain minimum billable hours as defined by leadership.
• Provide strategic recommendations to improve clients’ efficiency.
• Collaborate with sales/account management teams to align deliverables with scope and client expectations.
• Identify service expansion opportunities and areas of increased client value.

Requirements

• 10+ years of accounting experience as a Senior Accountant, Senior Staff Accountant, or Sr. Controller, preferably in outsourced accounting, advisory services, or a CPA firm.
• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA or CPA eligibility preferred for Senior Staff Accountant or in lieu of degree 12+ years of relevant experience.
• Proficiency in Sage Intacct (Required).
• Experience using FloQast for close management, reconciliation tracking, and workflow automation (Required).
• Strong technical expertise in multi-entity, multi-currency accounting functions.
• Experience with payroll, sales tax filings, and financial audits.
• Strong analytical skills with a proactive problem-solving mindset.

Preferred Qualifications

• Background in SaaS, outsourced accounting, or financial consulting.
• Familiarity with ERP implementations and financial technology integrations.
• Experience in client-facing financial advisory roles.

Compensation & Benefits

• Compensation and benefits are not specified in the provided job description.

Location

• Fully remote; can be based anywhere in the U.S.
• Ability to participate in virtual meetings across multiple time zones based in Canada, South Africa, U.K. or the U.S., as needed.