Haefele, Flanagan & Co
Senior CAS Specialist
Haefele, Flanagan & Co, Maple Shade Township, New Jersey, United States
About the Role
Senior CAS Advisor role in Maple Shade, NJ — Full Time, Mid–Senior Level. This position 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 leading client-facing advisory conversations while executing accurate, timely accounting deliverables. As the CAS department expands, this role offers 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.
#J-18808-Ljbffr
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.
#J-18808-Ljbffr