Senior - Managed Services

Position Summary

The Senior Accountant is responsible for ensuring that accounting and reporting goals are met timely and accurately through leading and assisting with certain transactional items, reconciliations, report preparation and special projects. The Senior Accountant will at times be the primary point of contact with clients and must be able to effectively communicate to internal and external customers with a positive can-do approach. The Senior Accountant must be able to execute a statement of work on certain clients on their own.

Essential Responsibilities

Reasonable accommodations may be made to enable individuals with disabilities to perform these essential functions.

• Demonstrate mastery of preparation standards and proactively ensure compliance.
• Proactively challenge our service approach and communicate upwards to ensure efficient methods of closing client books without sacrificing quality and timeliness.
• Master CSH’s transaction processing approach and how to integrate into accounting.
• Maintain work papers necessary to support the close process and year-end reporting objectives.
• Execute responsibilities in client work plan dependably and free of significant errors.
• Proactively provide process feedback and challenge to ensure we maximize efficiency and consistency in our process.
• Perform daily tasks to facilitate ongoing client operations.
• Conduct bank and other balance sheet account reconciliations.
• Record and reconcile payroll transactions.
• Process client invoices to customers.
• Post customer payments (recommended that this function and the above are assigned to different staff members, when possible, when physical access to cash cannot be avoided).
• Download/enter revenues from 3rd party applications or banks.
• Exhibit a consistent ability to meet engagement budgets.
• Meet or exceed utilization targets.
• Participate in training of analysts and accountants to delegate certain accounting transaction classes/functions.
• Develop a knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas.
• Build expertise in financial statement and reporting frameworks utilized to ensure that accounting is performed in accordance with stated objectives.
• Obtain familiarity with the software and processes utilized in applicable managed service industries.
• Live and promote the firm’s mission, REAL Values, and The CSH Way.
• Perform other duties as required or assigned
• Softwares used - QuickBooks, Sage or Bill.com (Any 1 is mandatory).
  
  

• A willingness and ability to work independently and in a team environment.
• Demonstrate a client-centric approach to all matters.
• Ability to be a self-starter but recognize when it is time to ask for help.
• Strong analytical skills and attention to detail.
• Excellent interpersonal skills.
• Excellent oral and written communication skills.
• Exhibit critical thinking and problem-solving skills.
• Ability to prioritize and focus in a high-speed, multi-tasking environment.
• Ability to delegate and train on accounting transaction functions.
• Proficient with Microsoft Office applications.
• Familiarity with accounting tools used by the firm to deliver client services.
  
  

• Bachelor’s degree in accounting, finance or equivalent experience.
  
  

• Prior bookkeeping experience that involved processing of Accounts Payable, Accounts. Receivable and Payroll.
• Experience preparing payroll and sales tax returns.
• Experience working in a paperless environment.
• Willingness to work towards becoming a CPA or CA.