Senior Accountant CAS
About The Position
The Senior Accountant in Client Accounting & Advisory Services (CAS) delivers outsourced accounting and advisory support to a portfolio of clients, primarily in healthcare. The role extends beyond bookkeeping and compliance, partnering with clients and internal teams to provide accurate financial reporting, operational insight, and scalable accounting solutions using cloud-based technology. The position manages client accounting and close processes, prepares and reviews financial statements, supports analysis, budgeting, forecasting, and cash flow work, and helps clients improve accounting processes and internal controls. It uses QuickBooks Online as the primary general ledger platform and Bill.com for accounts payable workflows. The Senior Accountant also supports client onboarding, process automation, workflow standardization, and collaboration across CAS, tax, and assurance teams.
Requirements
- Bachelor’s degree in Accounting or a related field.
- 5–7 years of accounting experience, preferably in a Client Accounting Services department.
- Strong accrual accounting and month-end close experience.
- Hands-on experience with QuickBooks Online.
- Experience with Bill.com or similar accounts payable automation tools.
- Healthcare industry accounting experience.
- Strong GAAP knowledge.
- Excellent communication and organizational skills.
Nice To Haves
- Active CPA license or CPA eligibility.
- Experience supporting multiple clients in a CAS environment.
- Exposure to budgeting, forecasting, and advisory engagements.
- Experience with workflow tools such as Karbon or similar platforms.
- Experience with additional cloud accounting, reporting, or automation tools.
- M&A and private equity experience in the healthcare space.
Responsibilities
- Manage day-to-day accounting for a portfolio of CAS clients, primarily in healthcare.
- Perform and oversee accrual-basis month-end and year-end close processes.
- Prepare and review monthly financial statements, including balance sheets, income statements, and cash flow reports.
- Ensure accurate revenue recognition, expense accruals, and balance sheet reconciliations.
- Identify and resolve accounting issues, variances, and inconsistencies.
- Serve as a trusted accounting contact for clients and provide clear, actionable financial explanations.
- Assist in analyzing financial results and trends to support client decision-making.
- Support budgeting, forecasting, and cash flow analysis.
- Collaborate with CAS managers and partners to deliver proactive advisory solutions.
- Help clients improve accounting processes, internal controls, and financial visibility.
- Use QuickBooks Online as the primary general ledger platform.
- Manage accounts payable workflows using Bill.com.
- Assist with onboarding new CAS clients, including system setup and workflow design.
- Identify opportunities for automation and process improvement.
- Support firm initiatives related to cloud accounting, analytics, and workflow standardization.
- Apply healthcare accounting knowledge, including revenue cycle and third-party payor considerations, and understanding of operational measures such as provider productivity.
- Coordinate with tax and assurance teams as needed.
- Collaborate with CAS managers, partners, and team members.
- Contribute to CAS best practices and standard operating procedures.
- Participate in ongoing training and professional development.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
