Key skills
LeadershipProject ManagementCommunicationSales
About this role
Role Overview
- Support one or more large, complex CAS engagements by coordinating schedules, deliverables, and recurring engagement activities
- Maintain project plans, trackers, dashboards, and engagement metrics to support timely execution and leadership visibility
- Help ensure deliverables are assigned, progress is tracked, deadlines are met, and coverage needs are identified early
- Assist with preparation of client‑facing and leadership materials, including presentations, reports, dashboards, and meeting materials
- Support client meetings through agenda coordination, documentation, and action‑item tracking
- Leverage technology and project tools to improve engagement organization, reporting, and workflow efficiency
- Identify opportunities to streamline processes, enhance reporting, and improve coordination through better use of systems and tools
- Assist with onboarding and training of new hires on engagement structure, tools, and expectations
- Support documentation and ongoing maintenance of internal standard operating procedures (SOPs) and engagement documentation
Requirements
- 4–6 years of experience in a project coordination, engagement coordination, or operational support role within an accounting, finance, or professional services environment
- Familiarity with accounting or finance terminology and common engagement workflows
- Strong project management, organizational, and follow‑through skills
- Advanced proficiency in Microsoft Excel and PowerPoint, with strong presentation and formatting skills
- Comfort working with technology and systems, with an interest in using tools to improve efficiency
- Strong communication skills and ability to work effectively with cross‑functional teams
- Experience supporting client‑facing engagements
- Prior exposure to government contracting or regulated environments
- Experience using project or workflow management tools
Benefits
- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options