Staff Acountant

Job DescriptionJob DescriptionSalary: CSI Group is a leading financial services firm dedicated to enriching lives and legacies by providing personalized services to guide individuals and families toward lasting financial prosperity.We specialize in financial planning, tax preparation, and estate planning, offering a comprehensive suite of services tailored to meet the unique needs of middle-class individuals and families. Our mission is rooted in the belief that financial security and expert guidance should be accessible to everyonenot just the wealthy.Through our one-stop-shop approach, we make high-quality financial services affordable and accessible, empowering clients to confidently navigate their financial journeys and secure brighter futures for themselves and their loved ones. Join CSI Group and become part of a team transforming lives and communities by delivering meaningful, lasting financial solutions. We value your contributions and invest in your growth!Job Summary:We areseekinga detail-oriented and reliableStaff Accountantto join our finance team. The Staff Accountant will support the organization bymaintainingaccuratefinancial records, preparing reports, and ensuring compliance with accounting principles and regulations. The ideal candidate has a strong grasp of accounting processes, excellent analytical skills, and a passion for contributing to a growing organization.Key Responsibilities:General Ledger Management:Maintain and reconcile general ledger accountsAssistwith month-end and year-end closing processesPrepare and post journal entries to ensureaccuratefinancial recordsAccounts Payable:Receive and process invoices, payments, and employee credit card expense reportsReconcile accounts payableFinancial Reporting:Assistin monthly journal entries for reconciling ledger accountsAssist in maintaining detailed schedules (Fixed asset, accruals, prepaids)Assist in preparing monthly reporting package including P&L, balance sheet, cash flow and other reportsBudgeting & Forecasting:Assistin the preparation of annual budgets and monthly forecasts.Monitor variances for discussions with teamProcess Improvement:Identifyopportunities for improving internal accounting processes.Support implementation of new accounting software or system upgrades.Qualifications:Bachelors degree in accounting2 plus years of accounting experience (public and private preferred)Strong knowledge of GAAP (Generally Accepted Accounting Principles)Excellent organizational, problem-solving, and communication skills.Ability to work both independently and as part of a team.Advanced skills in Microsoft Excel.Preferred Skills & Abilities:Proficiencywith accounting software (e.g., QuickBooks Enterprise).CPA or CPA candidate (preferred but notrequired).Experience with financial reporting tools and ERP systems.Attention to detail and high level of accuracy.

Created: 2025-04-05