Client Accounting Services (CAS) Manager – M&A & Post-Acquisition Accounting
Umanist NA · Lincolnshire, IL · 2 days ago
On-siteAccountingFull-time
About The Role
We are seeking an experienced Client Accounting Services (CAS) Manager to join a growing accounting advisory team supporting privately held businesses. This role is ideal for an accounting professional with strong experience in post-acquisition accounting, Purchase Price Accounting (PPA), Net Working Capital (NWC) true-ups, financial reporting, and accounting process improvements. You will work directly with clients, lead complex accounting engagements, support mergers and acquisitions, and help organizations build scalable accounting operations.
Key Responsibilities
- Lead post-close accounting engagements following mergers and acquisitions.
- Prepare opening balance sheet adjustments and Purchase Price Accounting (PPA) schedules.
- Manage Net Working Capital (NWC) true-up processes.
- Support accounting integration activities after acquisitions.
- Provide technical accounting guidance in accordance with U.S. GAAP, including ASC 606.
- Review financial statements and ensure compliance with accounting standards.
- Lead ERP implementations, accounting system migrations, and process improvement initiatives.
- Design accounting procedures, reporting structures, and internal controls.
- Serve as the primary point of contact for client engagements.
- Review work prepared by accounting staff and mentor junior team members.
- Manage multiple client projects while maintaining exceptional service quality.
Required Qualifications
- Bachelor's degree in Accounting, Finance, or a related field.
- 5–8+ years of progressive accounting experience.
- Strong experience with:
- Client Accounting Services (CAS)
- Post-close Accounting
- Purchase Price Accounting (PPA)
- Net Working Capital (NWC) True-ups
- Mergers and Acquisitions (M&A) Integration
- U.S. GAAP, including ASC 606
- Experience with one or more accounting platforms:
- NetSuite
- Sage Intacct
- QuickBooks Online
- Xero
- Bill.com
- Ramp
- Strong client-facing communication and relationship management skills.
- Ability to manage multiple engagements in a fast-paced environment.
Skills
- accounting
- engagements
- CAS
- capital