CAAS Director

Who We Are: PP&Co is a growth-oriented accounting and advisory firm serving privately held businesses, nonprofit organizations, and individuals. And now, we are taking our commitment to excellence to a new level. In February 2024, we made the strategic decision to join Ascend – a tax, accounting, and advisory platform that partners with entrepreneurial CPAs to usher in their next stage of growth. With Ascend’s shared resources and partnerships, PP&Co is well-positioned for strong innovation and growth in the future.    

Why Join Us: As a member of our award-winning firm, you'll have the opportunity to grow both personally and professionally. Our friendly and high-integrity team members create a supportive environment where you can thrive and make a real impact. We believe in investing in our team's development and providing ample opportunities for career advancement. We foster a collaborative culture where every voice is heard and valued. You'll have the opportunity to work closely with colleagues and contribute your ideas to meaningful projects and initiatives. 

Our Client Accounting and Advisory Services (CAAS) practice goes far beyond traditional bookkeeping; we design right-sized solutions that enhance and extend our clients’ accounting and finance capabilities, adding the strategic insight, structure, and expertise needed to inform decision-making and support their goals. 

Position: CAAS Director 

We are seeking a strategic and entrepreneurial CAAS Director to lead this growing service line, drive client success, elevate our team, and shape the future of our advisory offerings. 

The CAAS Director will lead the firm’s client accounting and advisory practice, driving growth through strategic resource management, operational excellence, and high-impact client service. This role combines strategic leadership with hands-on execution; streamlining processes, building scalable SOPs, and leveraging technology to enhance both client and team experiences. 

The Director oversees a growing CAAS portfolio, converts qualified leads into well-scoped engagements, and ensures delivery of meaningful insights and measurable results. The ideal candidate is entrepreneurial, client-focused, and skilled in technical, advisory, and leadership disciplines, with a passion for developing people and transforming how businesses operate. 

Responsibilities: 

Practice Management and Strategic Operations 

• Manage department resources and project scheduling with data driven decision making to ensure accounts are properly staffed and aligned with demand.
• Develop and refine staffing models for core CAAS service offerings, optimizing collaboration between domestic and offshore teams.
• Lead and expand the offshore team to support strategic growth initiatives, ensuring seamless integration and consistent service delivery.
• Oversee workflow management to track milestones, meet deadlines, and deliver an exceptional client experience.
• Streamline key CAAS processes through clear and effective operating procedures that enhance efficiency, consistency, and employee engagement.
• Evaluate emerging accounting technologies and automation tools; recommend and implement solutions that improve accuracy, efficiency, and the client experience. 

Team Leadership and Culture 

• Lead, manage, and hold team members accountable to firm goals; monitor utilization and workload to ensure consistent service quality.
• Coach, motivate, and upskill staff through ongoing feedback and performance guidance to support professional growth and engagement
• Conduct formal performance evaluations at least annually and provide regular, constructive feedback throughout the year 

Client Engagement and Business Development 

• Stay current on industry trends and market opportunities to identify strategic growth areas and potential partnerships.
• Conduct prospect meetings to assess client needs and design appropriately scoped, accurately priced, long term CAAS engagements.
• Serve as an outsourced CFO or Controller for select clients, providing strategic oversight, financial insights, and high-value advisory services.
• Strengthen advisory relationships with clients by proactively identifying opportunities to expand services and support evolving business needs
• Oversee client billing, collections, and account profitability to ensure timely cash flow and sustainable margins across the CAAS portfolio. 

Qualifications & Skills: 

• Strategic people leader with a track record of building high-performing teams and driving a culture of accountability, continuous improvement, and client-focused excellence.
• Entrepreneurial leader with strong business acumen, adept at identifying growth opportunities, innovating service delivery, and elevating the client experience. Skilled in uncovering client needs, aligning solutions, and securing long-term engagements.
• Strong critical-thinking, problem-solving, and analytical skills; able to identify root causes of complex issues and design practical, well-structured solutions.
• Process-oriented, with an appreciation for standard operating procedures and the ability to create and refine SOPs.
• Technologically adept, quick to learn new tools and skilled in leveraging automation and AI to optimize processes.
• Excellent communicator, both verbal and written; able to simplify complex accounting and finance concepts and uncover client needs, even when not fully articulated.
• Technical expertise in FP&A advisory: financial and profitability analysis, financial modeling, cash flow and P&L forecasting, accounting process optimization, technology integration, KPI design and tracking, and building effective accounting teams.
• Strong soft skills in project and time management; highly organized, able to manage multiple priorities, and skilled at turning challenges into opportunities. 

Nice to Have: 

• Experience managing offshore teams
• Experience in evaluating and implementing new software solutions
• Proven ability to grow a client book of business in CAAS services
• Concentrated experience in real estate, start-up companies, professional services, or small business with $2-20M of gross revenue
• Proficient in accounting software; experience with QuickBooks, CCH Axcess & Engagement preferred 

What We Offer: 

• Competitive salary and benefits package
• Comprehensive health, dental, and vision insurance
• 401(k) with firm matching
• Opportunities for professional development and career growth
• A collaborative and supportive work culture
• Meaningful work that makes a difference in our clients' lives 

The annual base salary range for this role is $180,000 - $215,000. This range includes the anticipated low and high end the salary range for this position. Actual compensation may vary based on various factors, including experience, education and/or skill level. 

Join us in our mission to empower financial success and make a positive impact in the lives of our clients. Apply now to be part of our dynamic team at PP&Co!