Senior Associate - CAAS

Position Summary:

We are seeking a detail-oriented and client-focused Senior Associate to support the delivery

of accounting and advisory services across a diverse portfolio of clients. The ideal candidate

will have a solid understanding of US accounting principles, hands-on experience with tools

such as QuickBooks and Bill.com, and a strong foundation in Record to Report (R2R)

processes, account reconciliations, and financial statement preparation. This role requires a

proactive approach to client service, strong communication skills, and the ability to support

junior staff while contributing to high-quality financial deliverables.

Key Responsibilities:

•

accuracy and timeliness.

• Execute Record to Report (R2R) processes including month-end, quarter-end, and year-

end close activities.

• Prepare and analyze financial statements, management reports, and ad-hoc financial

data.

• Perform account reconciliations (bank, credit card, AP, AR, intercompany, etc.).

• Maintain financial data using QuickBooks Online/Desktop and integrated platforms

such as Bill.com.

• Support client engagements by understanding their operations and delivering

meaningful financial insights.

• Collaborate with Managers to address client queries and implement accounting best

practices.

• Review the work of junior team members and provide guidance as needed.

• Ensure compliance with US GAAP and applicable financial regulations.

• Participate in process improvement initiatives to enhance accuracy and efficiency.

• Coordinate with tax teams to support year-end close and tax compliance activities.

Required Skills & Qualifications:

•

• 3–6 years of relevant accounting experience.

• Strong knowledge of US GAAP and standard accounting procedures.

• Proficiency in QuickBooks Online/Desktop, Bill.com, Microsoft Excel, and related

tools.

• Experience with financial statement preparation, reconciliations, and R2R processes.

• Strong organizational, analytical, and communication skills.

• Ability to manage priorities across multiple client accounts and meet tight deadlines.

• High attention to detail and a proactive problem-solving mindset.

• Prior experience in a public accounting or advisory environment is a plus.

• Willingness to continuously learn and contribute to team knowledge-sharing and

process enhancement.