CAAS Manager - Healthcare

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 professionals in the accounting and consulting fields, with the autonomy to shape your career while making a meaningful impact for our customers.

Our Client Accounting and Advisory Services (CAAS) team partners with customers to strengthen accounting and financial operations, improve processes, support financial reporting, and provide strategic advisory services that enable better business decisions.

As a CAAS Manager within our Healthcare practice, you will play a key role in managing customer relationships and leading accounting and advisory engagements for healthcare organizations. This position serves as a high-level accounting and finance advisor, overseeing day-to-day engagement delivery while supporting a variety of accounting, financial reporting, technical accounting, operational improvement, and special project needs. Engagements may also include grant and funding compliance, reporting, and audit-readiness support.

The Manager will oversee engagement teams, manage project timelines and deliverables, provide technical review, and coach and develop team members. Strong leadership, a solid understanding of US GAAP, sound project management skills, and the ability to build trusted customer relationships are critical to success in this role.

Responsibilities

Customer & Engagement Management

• Serve as a key point of contact for day-to-day accounting, financial, and advisory matters for assigned customers.
• Lead multiple customer engagements, coordinating priorities, workplans, timelines, deliverables, and engagement resources.
• Develop strong relationships with customers and maintain a thorough understanding of their accounting operations, business needs, and strategic priorities.
• Lead recurring customer status meetings, communicate progress, and proactively identify risks, resource needs, and upcoming priorities.
• Take ownership of engagement quality, deadlines, and customer expectations.

Accounting & Financial Advisory

• Lead and review recurring and project-based accounting engagements, including month-end and year-end close support, financial reporting, account reconciliations, and general ledger activities.
• Review financial statements, reconciliations, workpapers, analyses, and supporting documentation for accuracy, completeness, and compliance with applicable accounting standards.
• Provide accounting and advisory guidance to customers and engagement team members.
• Conduct and review financial analyses to identify trends, risks, efficiencies, and opportunities for improvement.
• Support technical accounting projects, including US GAAP analysis, technical accounting memos, financial statement preparation, and other complex accounting matters.
• Evaluate accounting processes and internal controls and recommend improvements that enhance accuracy, efficiency, scalability, and reporting quality.

Healthcare, Grant & Special Project Support

• Support healthcare organizations with accounting and financial matters unique to their operations and funding environments.
• Manage special projects related to financial operations, accounting transformation, reporting, internal controls, and process improvement.
• Provide support for grant-funded programs, including grant reporting, compliance requirements, expenditure monitoring, and audit readiness, as applicable to customer engagements.
• Assist customers in maintaining effective reporting calendars, workplans, and supporting documentation for grant or other funding requirements.
• Coordinate with internal Elliott Davis specialists when customer needs span accounting, tax, audit, consulting, or other advisory services.

Project & Team Leadership

• Develop engagement plans, timelines, milestones, and team assignments.
• Manage multiple engagements and changing priorities while maintaining accountability for deadlines and deliverables.
• Supervise and review the work of seniors, consultants, and staff.
• Provide meaningful coaching, technical training, developmental feedback, and day-to-day guidance to team members.
• Promote knowledge sharing, collaboration, quality execution, and continuous improvement across engagement teams.
• Implement process and technology improvements that increase the efficiency and effectiveness of customer engagements.

Practice & Relationship Development

• Identify opportunities to expand relationships by understanding customer needs and connecting them with additional Elliott Davis capabilities and subject matter experts.
• Collaborate with professionals across Tax, Audit, Consulting, and other service lines to deliver coordinated solutions.
• Support practice growth through customer relationships, referrals, recruiting, networking, and other business development activities as appropriate.

Requirements

• Bachelor’s degree in Accounting, Finance, or a related field.
• CPA preferred.
• 5+ years of accounting, financial reporting, advisory, consulting, or related experience, preferably within public accounting, professional services, or a fast-paced corporate accounting environment.
• Experience within healthcare, healthcare accounting, grant-funded organizations, or federally funded programs is preferred.
• Strong understanding of US GAAP, financial statements, general ledger accounting, account reconciliations, internal controls, and accounting processes.
• Experience managing accounting engagements, projects, or customer relationships with multiple deadlines and competing priorities.
• Demonstrated ability to review accounting work, financial reporting, workpapers, and other customer deliverables.
• Strong project management, organizational, follow-up, problem-solving, and critical-thinking skills.
• Excellent written and verbal communication skills, including the ability to communicate accounting and financial matters to both technical and non-technical stakeholders.
• Experience supervising, coaching, training, and reviewing the work of team members.
• Ability to work independently and collaboratively, take initiative, anticipate next steps, and exercise sound professional judgment.
• Strong Excel skills and proficiency with financial reporting and accounting technology.
• Ability to learn Elliott Davis service offerings and identify opportunities to support broader customer needs.

Preferred Qualifications

• CPA certification.
• Experience working with healthcare organizations or healthcare-related financial operations.
• Experience supporting grant reporting, compliance, federal funding, or audit-readiness activities.
• Experience with technical accounting research and memo preparation.
• Familiarity with multiple accounting and ERP platforms, including NetSuite, Sage Intacct, Oracle, Microsoft Dynamics, Sage, and QuickBooks.
• Experience leading accounting process improvement, financial transformation, or technology-enabled accounting 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.