Senior Analyst, CAS Technology

at Marcum LLP in Portland, Maine, United States

Job Description

Marcum LLP offers a great career with exceptional benefits.

There's a lot to think about when it comes to launching your career. At Marcum, we offer you a world of opportunity, a highly competitive salary, exceptional benefits, flexible work options, and industry-leading technology, all within an environment that values your contributions and supports your professional growth.

At Marcum, eligible associates receive a benefits package that includes health, dental, and vision insurance, short and long-term disability insurance, life insurance, flexible spending accounts, and transit benefits, as well as paid time off, a 401(k) plan with an employer contribution, and a profit sharing plan.

Marcum LLP's Client Accounting & Advisory Services (CAS) Technology Transformation team is looking for a full time Senior Analyst, CAS Technology with a strong background in accounting as well as experience using and implementing various accounting software products and designing and creating reports.

In this role, you will collaborate directly with practice leads to determine their reporting dashboard needs for different industries. You will be responsible for working with client teams to design and recommend report layouts, as well as manage the implementation process. This s is an internal role focused on supporting our client-facing accounting teams.

The Senior Analyst, CAS Technology will be part of the Technology Transformation Team, supporting Marcum's Client Accounting & Advisory Services (CAS) Practice. Our CAS Technology Transformation team consists of former accountants and CPAs who embrace and support technology and innovation. The CAS Technology Transformation Team's mission is to empower CAS client-facing teams to offer a best-in-class client experience by driving technology transformation, seeking ways to automate and streamline processes, and enabling proficiency in CAS cloud-based accounting solutions.


*Minimum of 3 years of experience in full-cycle accounting with a strong understanding of accounting principles
*Hands-on experience with high-volume accounting solution implementations and third-party app integrations
*Hands on experience using, implementing, and supporting accounting system products such as QuickBooks, Xero, Intacct, BILL, etc.
*Strong knowledge of accounting reporting requirements and hand on experience creating/designing report templates out of least one Accounting Solution system.
*Proficiency in established back-office accounting technology and the ability to troubleshoot and navigate applications fluently
*Excellent written and verbal communication skills with the ability to effectively communicate with various personality types
*Experience with project management tools, such as Wrike or MS Project
*Bachelor's degree in Accounting or equivalent related degree and experience
*Experience with large public accounting firms is a plus

Essential Duties & Responsibilities:

*Actively participate on large-scale projects involving delivery and support of accounting teams in integrating state of the art financial and management reporting solutions into the client engagement process
*Participate in discussions with practice leads and client service teams to review current reporting deliverables and design future state reporting solutions that enhance the client experience and provide maximum value.
*Work with external vendor teams throughout the report design and build process, ensuring accuracy, completeness, and alignment with accounting teams' reporting requirements
*Create additional reporting as needed on an ad hoc basis
*Become a subject matter expert in use and best fit of financial reporting solutions for CAS clients
*Support the rollout of firm-wide training plans to ensure proficiency in the use of CAS accounting tech stacks
*Execute and complete technology-related special projects in support of our CAS accounting teams
*Stay current on technologies, strategies, and solutions related to outsourced accounting and advisory services
*Assist CAS accounting teams as needed with CAS technology support issues

Join our CAS Technology Transformation team and play a vital role in designing and implementing cutting-edge financial reporting solutions for our diverse client base. Apply now and contribute to the success of our CAS practice and the advancement of our clients' businesses.

Marcum LLP is an Equal Opportunity Employer

Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, sex, gender identity, age, marital status, sexual orientation, disability,... For full info follow application link.

Marcum LLP is an Equal Opportunity Employer

Marcum LLP does not discriminate on the basis of race, ancestry, national origin, color, religion, gender, gender identity, age, marital status, sexual orientation, disability, veteran status, or any other protected classification under the law.

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Job Posting: 1006711

Posted On: Nov 03, 2023

Updated On: Jan 03, 2024

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