Business Analyst - Advisory/CAAS
Frazier & Deeter · Atlanta, Georgia, United States
Professional Services · 501-1,000 employees
About the role
The Business Analyst will serve as a strategic partner between advisory teams and the technology department to drive innovation and process improvements. Responsibilities include translating business needs into technical requirements, leading tool testing, and supporting the adoption of automation and AI-enabled workflows.
What they look for
Requirements
Candidates must have 4+ years of experience in advisory practices, specifically with CAAS, PCI, or SOC workflows. Strong skills in requirements gathering, documentation, and the ability to bridge the gap between business operations and technical teams are required.
Full description
Join Frazier & Deeter and be a part of a rapidly growing Top 50 accounting & advisory firm that has been repeatedly named a Best Firm to Work For, a Best Firm for Women and a Pacesetter firm among U.S. accounting firms. With several offices across the U.S., UK, and India, there is a spot for you!
We serve clients of all sizes across the United States and the globe, with a suite of services that grow every year. Our growth mindset and entrepreneurial environment translates into variety and opportunity for our people.
At Frazier & Deeter, we’re committed to training, mentoring, and developing our staff members. With our emphasis on Investing in Relationships to Make a Difference and a Firmwide Focus on Inclusion, we help each other grow in every aspect of life.
Job Summary:
Frazier & Deeter is seeking a Business Analyst to serve as a strategic partner between our Advisory and Client Accounting Advisory Services (CAAS) professionals and Technology Enablement team. In this role, you will help transform business needs into technology-driven solutions that enhance efficiency, improve the user experience, and support the continued evolution of our advisory and outsourced accounting services. Working alongside practice leaders, stakeholders, and technology teams, you will play a key role in driving innovation, process improvement, and adoption of emerging technologies across the Advisory and CAAS practice.
Duties & Responsibilities:
- Partner with Advisory and Client Accounting Advisory Services teams to identify workflow pain points, tool gaps, and process improvement opportunities.
- Assess advisory and CAAS tools, workflows, data, licenses, and training needs for acquired firms.
- Translate practice needs into requirements for workflow improvements, automation, reporting, integrations, and potential AI-enabled capabilities.
- Work with development, data, AI enablement, support, and security teams to ensure solutions align with advisory and CAAS operating models.
- Lead testing, feedback cycles, and validation of new tools, automations, and integrations before rollout.
- Provide guidance and training to advisory and CAAS users, including newly acquired teams.
- Support post-integration adoption by capturing feedback and helping refine solutions after cutover.
Education & Experience:
- 4+ years of experience in an advisory practice, preferably with CAAS, PCI, SOC, or related advisory workflows.
- Strong understanding of advisory and CAAS operating models, client service workflows, and practice-management needs.
- Familiarity with advisory tools such as Client Hub, Fieldguide, or similar platforms.
- Strong communication, documentation, requirements-gathering, and testing skills.
- Ability to work across business and technical teams to translate ambiguous needs into actionable requirements.
- Interest in helping Advisory and CAAS teams adopt automation, AI-enabled workflows, and improved integration practices.
#LI - hybrid
