Client Accounting & Advisory Services Manager,

The posting

WHO WE ARE

Elliott Davis pairs forward-thinking tax, assurance and consulting services with industry-leading workplace culture. Our nine offices — located in the fastest growing cities in the US — are built on a foundation of inclusivity, collaboration, and collective growth. We work daily to provide exceptional service to our people, customers, and our communities. Audit and assurance services are provided by Elliott Davis, LLC (doing business in NC and D.C. as Elliott Davis, PLLC), a licensed CPA firm.

As part of the Elliott Davis team, you will gain hands-on experience working alongside leading experts in the financial and consulting fields, with the autonomy to shape your career while making a positive global impact.

Our Client Accounting and Advisory Services (CAAS) team partners with customers to create opportunities for the future by providing outsourced accounting, controllership, and CFO-level advisory services that empower decision-making through rigorous analysis of financial and operational data.

The CAAS Manager serves as the lead accounting and operational advisory for manufacturing and distribution customers, with a strong emphasis on NetSuite - powered environments. This role combines controllership, accounting operations, inventory and cost accounting oversight, process improvement, and NetSuite optimization to help customers improve financial visibility and operational efficiency.

The ideal candidate has experience with accounting operations, financial reporting, customer relationship management, and business process improvement, with familiarity in inventory and cost accounting concepts. Excellent leadership, analytical thinking, follow-through, and communication skills are critical for success in this role.

Responsibilities

Customer Relationship and Engagement Management

· Lead recurring accounting and advisory engagements for manufacturing and distribution customers, including oversight of engagement teams, scope, timelines, risks, and deliverable quality, while escalating complex scoping, pricing, proposal, or growth-related matters to engagement leaders.

· Serve as a key point of contact for day-to-day accounting, finance, operational, and advisory matters, while developing strong relationships with customer leadership, firm contacts, and CAAS engagement teams.

· Serve as a trusted advisor on NetSuite accounting operations, reporting structures, workflows, system configuration, and process optimization

· Maintain a practical understanding of each customer’s operations, inventory flows, cost structure, strategic objectives, and engagement economics to provide relevant recommendations and business insights.

· Partner with customers to maximize NetSuite functionality across financial reporting, inventory, purchasing, costing and operational processes.

· Identify opportunities to improve reporting, automation, dashboards, and workflows within NetSuite.

· Lead internal and external meetings, communicate engagement progress, escalate issues appropriately, and support invoicing and communication with engagement leaders.

· Use technology, AI, automation tools, and data analytics to improve service delivery, reporting, documentation, and customer outcomes.

· Identify customer needs, process gaps, and potential service opportunities during engagement delivery, and support engagement leaders with operational context and effort estimates when evaluating next steps.

Inventory and Cost Accounting Support

· Advise customers on inventory accounting processes, inventory controls, and cost accounting considerations for manufacturing and distribution businesses.

· Review and analyze inventory reconciliations and rollforwards, reserves, cycle count results, physical inventory procedures, and related financial reporting support.

· Support cost accounting-related areas such as costing approaches, landed cost allocations, overhead considerations, and cost of goods sold analysis, as applicable to the customer engagement.

Financial Reporting, Process Improvement, and Accounting Advisory

· Support monthly and annual close processes and financial reporting by reviewing financial statements, workpapers, account reconciliations, and supporting schedules.

· Prepare and review recurring and ad hoc financial reports, budget-to-actual analyses, cash flow forecasts, and management reporting packages.

· Advise customers on budgeting, forecasting, cash flow management, and working capital optimization.

· Analyze financial, operational, inventory, and KPI trends to identify risks, process improvement opportunities, and practical recommendations that support customer decision-making.

· Support process improvement, system optimization, implementation, integration, automation, AI, and data analytics initiatives that improve service delivery, reporting, and customer outcomes.

Team Leadership and Development

· Supervise, coach, mentor, train, and provide developmental feedback to seniors, consultants, and staff assigned to engagements.

· Promote collaboration, accountability, knowledge sharing, and continuous improvement within engagement teams.

· Coordinate work across domestic and overseas resources, when applicable, to support efficient and effective service delivery.

Requirements

· Bachelor’s degree in Accounting or Finance.

· 6+ years of public accounting and industry experience, preferably a combination of both.

· Experience serving manufacturing, distribution, or other inventory-intensive businesses.

· Strong understanding of US GAAP, financial statements, general ledger accounting, reconciliations, internal controls, and financial reporting.

· Strong project management, communication, relationship-building, and follow-through skills, with the ability to manage multiple engagements and shifting priorities.

· Experience supervising, coaching, training, and reviewing team member work.

· Proficiency with Microsoft Office, including advanced Excel and Copilot capabilities.

· Experience with NetSuite required.

Preferred Qualifications

· CPA or CMA certification preferred.

· Experience with manufacturing, distribution, wholesale, consumer products, or other inventory-intensive businesses.

· Experience with accounting systems, including QuickBooks Online, QuickBooks Enterprise, and inventory-focused applications (Fishbowl, Cin7, and Katana).

· Experience supporting budgeting, forecasting, cash flow management, working capital optimization, and other Controller or CFO advisory initiatives.

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WHY YOU SHOULD JOIN US

We believe that when our employees are able to thrive in all facets of life, their work and impact are that much greater. That's right – all aspects of life, not just your life as an employee, because we understand that there's life beyond your job. Here are some of the ways our work works for your life, your growth, and your well-being: • generous time away and paid firm holidays, including the week between Christmas and New Year’s • flexible work schedules • 16 weeks of paid maternity and adoption leave, 8 weeks of paid parental leave, 4 weeks of paid and caregiver leave (once eligible) • first-class health and wellness benefits, including wellness coaching and mental health counseling • one-on-one professional coaching • Leadership and career development programs • access to Beyond: a one-of-a kind program with experiences that help you expand your life, personally and professionally

NOTICE TO 3RD PARTY RECRUITERS Notice to Recruiters and Agencies regarding unsolicited resumes or candidate submissions without prior express written approval. Resumes submitted or candidates referred to any employee of Elliott Davis by any external recruiter or recruitment agency by any means (including but not limited to via Internet, e-mail, fax, U.S. mail, and/or verbal communications) without a properly executed written contract for a specified position by an authorized member of the Talent Acquisition team become the property of Elliott Davis. Elliott Davis will not be responsible for, or owe any fees associated with, referrals of those candidates and/or for submission of any information, including resumes, associated with individuals.

ADA REQUIREMENTS The physical and cognitive/mental requirements and the work environment characteristics described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Physical Requirements While performing the duties of this job, the employee is: • Regularly required to remain in a stationary position; use hands repetitively to operate standard office equipment; and to talk or hear, both in person and by telephone • Required to have specific vision abilities which include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus

Cognitive/Mental Requirements While performing the duties of this job, the employee is regularly required to: • Use written and oral communication skills. • Read and interpret data, information, and documents. • Observe and interpret situations. • Work under deadlines with frequent interruptions; and • Interact with internal and external customers and others in the course of work.