CrawlJobs Logo
JCCS Logo JCCS · Finance

Director of Client Accounting & Advisory Services (CAS)

United States, Bozeman Employment contract · Job Posted April 24, 2026
Apply Position
Job Link Share

Job Description

JCCS is seeking a strategic and growth-oriented Director of Client Advisory Services (CAS) to lead and expand our advisory practice. This role is responsible for driving the vision, growth, and operational excellence of the CAS service line while delivering high-impact financial insights to our clients. As a key member of the firm’s leadership team, you will shape the future of CAS at JCCS, leading a talented team, strengthening client relationships, and building scalable, high-value advisory services.

Job Responsibility

  • Lead the strategy, growth, and overall performance of the CAS practice
  • Build, manage, and develop a high-performing CAS team
  • Serve as a trusted advisor to clients on financial performance and business decisions
  • Establish and grow a book of business through business development and client relationship management
  • Identify opportunities to expand CAS services and enhance client value
  • Oversee delivery of CAS engagements to ensure quality, timeliness, and consistency
  • Develop and improve processes, workflows, and service offerings
  • Drive adoption and optimization of technology and tools within the CAS function
  • Collaborate with tax, audit, and firm leadership to deliver integrated client solutions
  • Participate in firm initiatives related to growth, strategy, and team development
  • Perform other duties, responsibilities, and activities as assigned

Requirements

  • Bachelor’s degree in Accounting from an accredited university
  • Active CPA or CMA license
  • 10+ years of experience in public accounting, advisory, or CAS services
  • Proven experience leading teams, departments, or service lines
  • Strong understanding of financial reporting and advisory services

What we offer

  • 401(k) with safe-harbor and profit-sharing employer contributions
  • Health, dental, vision and HSA contributions
  • Early Friday afternoons off (May – December)
  • PTO and paid holidays
  • Paid CPA licensing and continuing education
  • Career growth and advancement opportunities
  • Supportive and collaborative team environment
  • Opportunity to live and work in beautiful Montana
JCCS - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Director of Client Accounting & Advisory Services (CAS)

8 matching positions

Advisor Relations, Sr. Director

Location
Location
United States , Plano
Salary
Salary:
156597.00 - 289994.00 USD / Year
nttdata.com Logo
NTT DATA
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 10 years of related experience
  • Extensive knowledge of the IT outsourcing market - North America (Global experience is a plus, but not essential)
  • Established relationships with key local executives at leading sourcing advisory and legal firms including but not limited to ISG, Avasant, Wavestone, West Monroe Partners, KPMG, EY, PwC, Alix Partners, and Kearney
  • Business development and sales experience including prospecting, lead qualification, proposal writing, sales calls and sales support
  • Requires a Bachelor's degree or equivalent combination of experience and education
Job Responsibility
Job Responsibility
  • Develop and execute a regional advisor influence program that effectively positions NTT DATA capabilities with the advisory firms, facilitates deal invites, and tracks successful closures
  • Gather early market intelligence of sourcing transactions coming to market, work closely with the appropriate sales leadership to create a pre-pipeline plan to position NTT DATA with the potential client
  • Understand NTT DATA's services portfolio and effectively facilitate communication of NTT DATA's value proposition and differentiators to sourcing advisors and outsourcing law firms
  • Conduct briefings, facilitate invitations between key advisory personnel and the appropriate NTT DATA leaders
  • Establish back-channel with the right person(s) in the advisory firm to ensure NTT DATA's pursuit team receives coaching during an advised pursuit
  • Create a sustainable pipeline of well-qualified new business outsourcing opportunities
  • Train the pursuit team on the advisory firm's sourcing process and coach them on how to maximize performance on client-facing interactions (e.g., ISG's CAS sessions)
  • Work closely with NTT DATA's pursuit team to help shape bid responses for advised deals
  • Work with NTT DATA executive leadership and business unit personnel to identify opportunities to introduce advisors to clients and prospects
  • Identify and facilitate advisor collaboration opportunities to drive additional interactions with advisors
What we offer
What we offer
  • medical, dental, and vision insurance with an employer contribution
  • flexible spending or health savings account
  • life and AD&D insurance
  • short and long term disability coverage
  • paid time off
  • employee assistance
  • participation in a 401k program with company match
  • additional voluntary or legally-required benefits
  • Fulltime
Read More
Arrow Right
New

Financial Analyst - Entry Level

We are looking for an entry-level Financial Analyst to join a manufacturing orga...
Location
Location
United States , Tarrytown
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor’s degree in Finance, Accounting, Economics, or a related field
  • 0+ years of experience, including internships or academic exposure in finance, accounting, or analytics
  • Working knowledge of financial analysis, data analysis, and financial reporting concepts
  • Proficiency in Excel, with the ability to build and use pivot tables effectively
  • Strong communication skills and confidence working with sales teams and cross-functional stakeholders
  • Ability to learn new financial systems quickly
  • prior exposure to Vistex is helpful but not required
  • Adaptable, proactive, and eager to grow in a fast-moving environment
Job Responsibility
Job Responsibility
  • Analyze trade spending activity and help maintain accurate budget tracking across a high-volume sales environment
  • Work closely with sales team members to reflect promotional programs and business activity accurately in financial reporting
  • Prepare recurring and ad hoc reports in Excel, including the use of pivot tables to organize and summarize financial data
  • Support the upkeep and refinement of finance processes within existing reporting systems, including Vistex when applicable
  • Coordinate with accounts receivable and other internal partners to validate data consistency and resolve reporting discrepancies
  • Identify inefficiencies in current workflows and recommend practical improvements that strengthen reporting accuracy and team productivity
  • Assist senior FP&A staff with analytical tasks and routine deliverables so they can focus on higher-level business planning discussions
  • Contribute to month-end activities and provide support during periods that may require earlier start times or added schedule flexibility
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Enrollment in company 401(k) plan
  • Fulltime
Read More
Arrow Right
New

Teacher of Science

Shireland Collegiate Academy Trust is an established Multi-Academy Trust of prim...
Location
Location
United Kingdom , Brierley Hill
Salary
Salary:
32916.00 - 51048.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
June 21, 2026
Flip Icon
Requirements
Requirements
  • Have experience teaching across the key stages, applications from newly qualified teachers are also welcome
  • Be a consistently good/outstanding teacher
  • Be an exceptional classroom practitioner with high expectations of both learning and behaviour
  • Be able to inspire, motivate and enthuse pupils
  • Be committed to raising standards for all and share the same drive to constantly learn and improve
  • Show willingness to lead initiatives and show evidence of impact
  • Demonstrate a passion to make a difference to others
  • Be proficient with the use of technology for learning and have a willingness to innovate
Job Responsibility
Job Responsibility
  • Have experience teaching across the key stages
  • Be a consistently good/outstanding teacher
  • Be an exceptional classroom practitioner with high expectations of both learning and behaviour
  • Be able to inspire, motivate and enthuse pupils
  • Be committed to raising standards for all and share the same drive to constantly learn and improve
  • Show willingness to lead initiatives and show evidence of impact
  • Demonstrate a passion to make a difference to others
  • Be proficient with the use of technology for learning and have a willingness to innovate
What we offer
What we offer
  • Opportunities across our MAT to enhance skills and experience
  • Excellent career development opportunities
  • Exceptional CPD provision including working with national and international experts in their field
  • A supportive working environment and team ethos
  • Friendly, enthusiastic students
  • Fulltime
Read More
Arrow Right
New

SAP Project Manager

We are looking for an SAP Project Manager to lead delivery efforts for financial...
Location
Location
United States , New York
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's degree in information technology, business, or a related field
  • Experience leading projects and/or serving in a Scrum leadership capacity within complex delivery environments
  • Ability to manage multiple large-scale initiatives simultaneously while maintaining control of priorities and deadlines
  • Strong understanding of project budgeting, financial oversight, and the controls needed for consulting or delivery-based work
  • Proven skill in estimating work, defining scope, and building realistic project schedules
  • Excellent written and verbal communication skills, with the ability to work effectively across diverse teams and stakeholder groups
Job Responsibility
Job Responsibility
  • Lead Agile ceremonies such as daily stand-ups, sprint planning, reviews, and retrospectives to maintain momentum and transparency across the project team
  • Oversee project scope, timelines, staffing plans, budgets, and risk items while providing clear status updates to clients and internal stakeholders
  • Partner with business and technical teams to gather requirements and convert them into well-defined user stories and acceptance criteria
  • Monitor day-to-day progress against commitments, identify delivery challenges early, and drive corrective actions to keep work on track
  • Remove blockers that slow team performance and foster an environment that supports collaboration, accountability, and consistent execution
  • Balance product priorities with technical considerations by working closely with the product owner and engineering team to support sound delivery decisions
  • Promote adherence to established delivery processes and ensure team members understand how work should be planned, tracked, and completed
  • Support quality outcomes by helping coordinate testing efforts, managing defect follow-up, and encouraging refactoring to reduce technical debt
  • Facilitate resolution of team conflicts and minimize outside distractions so the group can remain focused on delivering business value
What we offer
What we offer
  • medical
  • vision
  • dental
  • life and disability insurance
  • company 401(k) plan
  • free online training
  • Fulltime
Read More
Arrow Right
New

Chef

We are seeking a skilled Chef to join our brigade and help craft exceptional pla...
Location
Location
United Kingdom , Cardiff
Salary
Salary:
12.71 - 14.71 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience as a line cook/chef in a high-volume or French-inspired kitchen
  • Ability to stay calm, focused, and efficient under pressure
  • A genuine passion for food, craft, and culinary growth
  • Punctuality, professionalism, and a collaborative spirit
Job Responsibility
Job Responsibility
  • Execute menu items to brasserie standards with speed, accuracy, and finesse
  • Maintain a clean, organised, and efficient workspace before, during, and after service
  • Assist with prep, stock rotation, labelling, and kitchen organisation
  • Uphold strict food safety & hygiene standards
  • Contribute to a positive, respectful, and team-oriented kitchen culture
What we offer
What we offer
  • Vibrant workplace inspired by the charm of Parisian cafés
  • Fortnightly pay
  • Employee meals on shift
  • Discounts for family and friends
  • Great hourly rates plus share of tips
  • Access to pay early through partnership with Stream
  • Fulltime
Read More
Arrow Right
New

Bar Team Member

As a Bar Team Member, you’ll be at the heart of creating unforgettable experienc...
Location
Location
United Kingdom , Southwark
Salary
Salary:
12.71 GBP / Hour
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Eligibility to work legally in the country of employment
  • Up-to-date documentation required by local or national governing bodies
  • A personal bank account in your name
  • Multitasking: Ability to manage multiple responsibilities during busy periods
  • Time Management: Serve customers efficiently without compromising quality
  • Problem-Solving: Handle guest concerns professionally and swiftly
  • Teamwork: Collaborate effectively with colleagues to maintain smooth operations
  • Communication: Fluent in English
  • Attention to Detail: Ensure precision in orders, drink preparation, and payment processing
  • Adaptability: Display a positive, professional attitude and openness to change
Job Responsibility
Job Responsibility
  • Prepare and serve a range of drinks
  • Ensure the bar area is well-maintained
  • Deliver exceptional customer service
  • Collaborate with the kitchen team to provide seamless food service
  • Mix and serve alcoholic and non-alcoholic beverages according to recipes and guest preferences
  • Greet guests warmly, take orders, and ensure a memorable experience by addressing any questions or concerns
  • Keep the bar area clean and orderly, including washing glasses and sanitizing surfaces
  • Monitor and restock bar supplies, including beverages, garnishes, and glassware
  • Process payments accurately, including cash, card, and mobile transactions, and balance the register after shifts
  • Adhere to health and safety regulations, including ID checks for legal drinking age and responsible alcohol service
What we offer
What we offer
  • Free meal on shift
  • Service charge
  • Tips
  • 50% off food and drink in all of our bars
  • 50% off St Christopher's Inns accommodation in Europe and partner properties worldwide
  • Industry-recognized training with certificates upon completion
  • Regular incentives and trips away
  • Employee of the Month, Quarter, and Year awards with cash rewards
  • Free mental health support, counseling, and care
  • Access to our award-winning company development scheme
  • Fulltime
Read More
Arrow Right
New

Housing Advisor

We are currently recruiting for an experienced Housing Advisor to join a busy ho...
Location
Location
United Kingdom , South East London
Salary
Salary:
Not provided
voxconsultants.com Logo
Vox Consultants
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Previous experience in a Housing Advisor, Housing Officer or similar role
  • Strong understanding of housing legislation and housing options
  • Experience working in a local authority or housing environment
  • Excellent communication and customer service skills
  • Ability to manage a busy workload and prioritise effectively
  • Strong IT and case management system skills
  • A calm, professional approach when dealing with vulnerable clients
Job Responsibility
Job Responsibility
  • Provide accurate and timely housing advice to residents
  • Assess housing needs and support customers with housing options
  • Manage a varied caseload of housing enquiries
  • Work closely with internal teams and external partner agencies
  • Maintain accurate case notes and update housing systems
  • Support vulnerable residents and signpost to relevant services
  • Ensure all advice and decisions are compliant with housing legislation and policy
  • Handle complex and sensitive customer enquiries in a professional manner
  • Fulltime
Read More
Arrow Right
New

Sales Consultant

Want to be part of a high-energy team that works hard, has fun whilst doing it a...
Location
Location
United Kingdom , Stockton-on-Tees
Salary
Salary:
50000.00 - 60000.00 GBP / Year
jobs.360resourcing.co.uk Logo
360 Resourcing Solutions
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You want to be here, want to do well, and want to be heard
  • A team player with a strong work ethic
  • Happy to work weekends and deliver on our busiest sales days
  • Reliable, organised and confident in customer service and sales
  • Comfortable using systems and following processes with confidence in problem solving
  • Proud of your work and passionate about doing things right
Job Responsibility
Job Responsibility
  • Be the face of the store
  • Greet customers and build a rapport to understand their needs
  • Create an awesome end-to-end experience for all customers
  • Work towards individual and team sales targets
  • Communicating clearly and confidently with your team
  • Following health & safety procedures at all times
  • Making a difference every day to the customer experience
What we offer
What we offer
  • £25,500 plus £200 a week commission guarantee for first 13 weeks, OTE £50,000 - £60,000+
  • Work for an award-winning, family-run business
  • Annual Family Partnership celebration – recognising YOU! (eligibility for the benefit will begin upon completion of 1 years’ service)
  • Innovate & Grow: clear career path, full training and personal development opportunities
  • Staff discount
  • 24/7 medical support, health insurance and Perkbox benefits
  • 28 days holiday entitlement including bank holiday, increase to a maximum of 33 days based on length of service
  • Fulltime
Read More
Arrow Right