CAAS Senior Associate

Position Summary

The CAAS Accountant delivers accurate, timely outsourced accounting and financial reporting services to GBQ clients. This role performs core accounting activities while building a practical understanding of each client's business, financial operations, and reporting needs.

The position provides a foundation for growth in accounting, client service, technology, analysis, and advisory support.

Key Responsibilities

Accounting & Financial Reporting

· Perform assigned general ledger activities, including reconciliations, journal entries, accounts payable, and accounts receivable.

· Complete month-end and year-end close procedures accurately and on schedule.

· Prepare financial statements, management reports, supporting schedules, and workpapers.

· Research discrepancies and escalate accounting issues when appropriate.

· Support applicable accounting and financial compliance activities.

Client Service & Accountability

· Build an understanding of each client's business, accounting processes, and reporting requirements.

· Take ownership of assigned responsibilities and deliver accurate, complete, and timely work.

· Communicate proactively about open items, deadlines, and emerging issues.

· Maintain organized documentation and follow established CAAS processes and quality standards.

· Develop professional, responsive relationships with clients and internal engagement teams.

Technology & Process Improvement

· Use QuickBooks, Excel, and other accounting and workflow technologies effectively.

· Support system conversions and process improvement initiatives as assigned.

· Identify opportunities to improve the efficiency, consistency, and scalability of recurring accounting processes.

· Adopt evolving technologies and standardized CAAS workflows.

Advisory & Professional Development

· Understand the purpose and client value of assigned financial information and deliverables.

· Develop the ability to identify unusual activity, trends, risks, and emerging client needs.

· Share observations and opportunities for additional support with engagement leadership.

· Continuously strengthen accounting, technology, communication, and client-service skills.