Senior - Managed Services

Position Summary

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
• Software's used - QuickBooks, Sage or Bill.com (Any 1 is mandatory).
  

Required Skills

• 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.
  

Required

EDUCATION AND EXPERIENCE

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

Preferred

• 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.