CAS Advisory Manager

Role Overview
This role will require an adaptive and agile hands-on professional capable of ensuring efficient financial reporting, advisory, and compliance processes in a fast-paced, client-focused, and rapidly growing environment. The ideal candidate will possess strong technical accounting expertise, experience managing multiple client relationships, and the ability to support both public and private company reporting needs.

Responsibilities

• Prepare and review financial statements, SEC filings, and related reporting deliverables for both public and private company clients, including Forms 10-Q, 10-K, 8-K, proxy statements, registration statements, and other external reporting materials as applicable
• Prepare and review monthly, quarterly, and annual financial reporting packages, including management reports, board presentations, investor materials, and other client deliverables
• Coordinate annual audits, quarterly reviews, and other engagements with external audit firms and third-party advisors
• Review tie-outs, supporting schedules, and reporting packages to ensure completeness, accuracy, and consistency across financial and regulatory reporting deliverables
• Coordinate the receipt of deliverables and reporting inputs across multiple functions, including client personnel, finance and accounting teams, legal counsel, HR, investor relations, and other stakeholders
• Prepare and review financial statement disclosures and assist with U.S. GAAP disclosure requirements for both public and private entities
• Perform technical accounting and disclosure research and consult with clients, management, and external auditors regarding new accounting standards, reporting requirements, and non-routine transactions
• Assist private company clients with month-end and year-end close processes, financial statement preparation, account reconciliations, and general accounting support as needed
• Lead the coordination, compilation, and standardization of internal and exter...