Sansiveri, Kimball & Co., LLP
CAS Account Manager Non-Profit
Sansiveri, Kimball & Co., LLP, Providence, Rhode Island, United States,
Would you like to experience a career at the firm that has been named the 2024 Top Accounting Firm in RI by PBN (Providence Business News) and one of the 2024 Top Accounting Firms nationally by Accounting Today because of their outstanding workplace culture? That firm is Sansiveri, Kimball & Co., LLP and we are seeking great people to join our team.
Sansiveri, Kimball & Co., LLP, a leading regional public accounting and business consulting firm located in Providence, RI, offering remote work options and flexible work schedules, seeks a qualified individual for the following opening in our
Client Accounting Services (CAS) Group.Provides a combination of both controller and general accounting services to a variety of clients from different industries with a focus on not-for-profit.Small to medium sized businessesIndustries include a concentration in not-for-profit, and may also include clients in the construction, manufacturing, professional services, and retail industriesResponsible for oversight, account management and accuracy of financial recordsOversee, produce, and present financial statements and resultsDevelop and maintain insightful analytical reportsDrive the implementation of best practices and efficiencies.Timely responsiveness to client inquiriesDevelop and maintain strong relationships with client personnelProactively work with CPA for tax planning and preparation supportGeneral AccountingPosting transactions to the general ledger systemMonthly bank reconciliationsMonth-end and year-end closeBudget to actual and other analysesReconciling third-party service provider reports to the general ledgerCash disbursements process including processing payments for approved invoicesAccounts receivable function including issuing invoices and applying cash receiptsProcessing payroll utilizing client’s third-party processorTeam OrientedMaintain strong communication with others with the CAS TeamSupport other members of the CAS Team and SansiveriSupport Tax Department by providing tax preparation work for mutual CAS and other clientsPerform various other duties to support the continued growth and success of the CAS TeamRequiredA minimum of 3 years of experience in performing CAS related work
OR
4 – 5 years of public accounting / industry accounting experienceNot-for-profit industry and/or education required with an emphasis on a strong understanding of recording and managing donor contributions, grants, and cost-reimbursement contracts. This position will serve as the initial point person for management and, in most cases, serve as the project lead for management in identifying and adhering to the unique requirements of a not-for-profit organization.Ability to manage multiple projectsAbility to meet multiple deadlines in a timely fashionAbility to work well in a team environmentProficient in QuickBooks OnlineProficient in Microsoft Word, Excel, OutlookAbility to learn and utilize various software, as necessaryPreferredProficient in QuickBooks DesktopBachelor’s degree in accountingCPA licenseFirm Overview
Sansiveri has recently been recognized as one of the “2024 Best Places to Work” by Providence Business News and Best Companies Group as well as the “2024 Top 100 Accounting Firms to Work For” by Accounting Today and Best Companies Group. Sansiveri is also a nine-time recipient of the When Work Works/Alfred P. Sloan Award for Workplace Flexibility – this award ranks our Firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace. Sansiveri offers a highly professional and employee-friendly workplace with competitive salary, benefits and opportunities for advancement.We take care of our people by providing a comprehensive compensation package.
Health Insurance
– Sansiveri offers a choice of comprehensive medical and prescription drug plans available to eligible employees on the first day of the month following their date of hire.
Dental Insurance
– Sansiveri contributes toward voluntary dental coverage available to employees on the first day of the month following their date of hire.
401(k) Retirement Savings Plan
– Our plan, managed by Fidelity Investments, offers you the opportunity to save toward your retirement on both a pre-tax and post-tax (ROTH) basis, as well as a discretionary company match contribution.
Flexible Benefits Plan (Section 125)
– Employees can contribute pre-tax earnings toward health premiums, health care related costs, and dependent care costs, through payroll deduction.
Half-day Fridays
– Sansiveri offers summer hours on Fridays (8:30 a.m. – 12:30 p.m.) beginning on the first Friday after Memorial Day and ending on the Friday before Labor Day
Tuition Assistance
– We offer tuition assistance to employees who are obtaining the credits needed to meet the 150 hours required for CPA certification or working towards an MST. Our professionals may also receive assistance in obtaining a certification/designation in a specialized area after their completion of the CPA exam.
Direct Deposit
– Employees may elect to use direct deposit for their semi-monthly paychecks.
Group Life Insurance
– Sansiveri provides life insurance to employees at no cost. This coverage begins the first day of the month following their date of hire.
Group Long Term Disability Insurance
– Sansiveri provides long term disability insurance to employees who work at least 20 hours per week at no cost. This coverage begins the first of the month following four months of employment.
Paid Time Off (PTO)
– Full-time employees are eligible for PTO, which begins accruing on a monthly basis on the first day of employment.
Holidays
– Full-time employees enjoy 11 paid holidays a year, which are announced by partners at the beginning of each new calendar year.
CPA Exam Policy
– Our professionals receive paid time-off to take the CPA exam. In addition, employees are eligible for assistance towards the purchase of review packages for the CPA exam, paid study time (as workload permits), and at the completion of the CPA exam.
Client Lead Program
– Sansiveri will pay a bonus to employees for expected recurring services, which have resulted from a newly cultivated referral source. Under this program, an employee will receive 10% of amounts billed and collected for the first year services and 5% for the second year services where they have provided a lead for acquiring a new client for the firm.
Aflac
– Employees have the option of purchasing from a selection of individually owned policies that are designed to help employees manage the out-of-pocket expenses associated with medical care.
Wellness Initiative
– Employees have the opportunity to participate in health & wellness incentives including 5K runs, yoga, healthy foods, flu shot clinics, Fitbit incentives and challenges, and more.
This is who we are, and what we're made of
Since 1975, Sansiveri has been providing audit, accounting, forensic, financial planning, valuation, tax, strategic planning, and business counsel to businesses and their management teams throughout Southeastern New England.
#J-18808-Ljbffr
Sansiveri, Kimball & Co., LLP, a leading regional public accounting and business consulting firm located in Providence, RI, offering remote work options and flexible work schedules, seeks a qualified individual for the following opening in our
Client Accounting Services (CAS) Group.Provides a combination of both controller and general accounting services to a variety of clients from different industries with a focus on not-for-profit.Small to medium sized businessesIndustries include a concentration in not-for-profit, and may also include clients in the construction, manufacturing, professional services, and retail industriesResponsible for oversight, account management and accuracy of financial recordsOversee, produce, and present financial statements and resultsDevelop and maintain insightful analytical reportsDrive the implementation of best practices and efficiencies.Timely responsiveness to client inquiriesDevelop and maintain strong relationships with client personnelProactively work with CPA for tax planning and preparation supportGeneral AccountingPosting transactions to the general ledger systemMonthly bank reconciliationsMonth-end and year-end closeBudget to actual and other analysesReconciling third-party service provider reports to the general ledgerCash disbursements process including processing payments for approved invoicesAccounts receivable function including issuing invoices and applying cash receiptsProcessing payroll utilizing client’s third-party processorTeam OrientedMaintain strong communication with others with the CAS TeamSupport other members of the CAS Team and SansiveriSupport Tax Department by providing tax preparation work for mutual CAS and other clientsPerform various other duties to support the continued growth and success of the CAS TeamRequiredA minimum of 3 years of experience in performing CAS related work
OR
4 – 5 years of public accounting / industry accounting experienceNot-for-profit industry and/or education required with an emphasis on a strong understanding of recording and managing donor contributions, grants, and cost-reimbursement contracts. This position will serve as the initial point person for management and, in most cases, serve as the project lead for management in identifying and adhering to the unique requirements of a not-for-profit organization.Ability to manage multiple projectsAbility to meet multiple deadlines in a timely fashionAbility to work well in a team environmentProficient in QuickBooks OnlineProficient in Microsoft Word, Excel, OutlookAbility to learn and utilize various software, as necessaryPreferredProficient in QuickBooks DesktopBachelor’s degree in accountingCPA licenseFirm Overview
Sansiveri has recently been recognized as one of the “2024 Best Places to Work” by Providence Business News and Best Companies Group as well as the “2024 Top 100 Accounting Firms to Work For” by Accounting Today and Best Companies Group. Sansiveri is also a nine-time recipient of the When Work Works/Alfred P. Sloan Award for Workplace Flexibility – this award ranks our Firm in the top 20% of employers nationally in terms of programs, policies, and culture for creating an effective and flexible workplace. Sansiveri offers a highly professional and employee-friendly workplace with competitive salary, benefits and opportunities for advancement.We take care of our people by providing a comprehensive compensation package.
Health Insurance
– Sansiveri offers a choice of comprehensive medical and prescription drug plans available to eligible employees on the first day of the month following their date of hire.
Dental Insurance
– Sansiveri contributes toward voluntary dental coverage available to employees on the first day of the month following their date of hire.
401(k) Retirement Savings Plan
– Our plan, managed by Fidelity Investments, offers you the opportunity to save toward your retirement on both a pre-tax and post-tax (ROTH) basis, as well as a discretionary company match contribution.
Flexible Benefits Plan (Section 125)
– Employees can contribute pre-tax earnings toward health premiums, health care related costs, and dependent care costs, through payroll deduction.
Half-day Fridays
– Sansiveri offers summer hours on Fridays (8:30 a.m. – 12:30 p.m.) beginning on the first Friday after Memorial Day and ending on the Friday before Labor Day
Tuition Assistance
– We offer tuition assistance to employees who are obtaining the credits needed to meet the 150 hours required for CPA certification or working towards an MST. Our professionals may also receive assistance in obtaining a certification/designation in a specialized area after their completion of the CPA exam.
Direct Deposit
– Employees may elect to use direct deposit for their semi-monthly paychecks.
Group Life Insurance
– Sansiveri provides life insurance to employees at no cost. This coverage begins the first day of the month following their date of hire.
Group Long Term Disability Insurance
– Sansiveri provides long term disability insurance to employees who work at least 20 hours per week at no cost. This coverage begins the first of the month following four months of employment.
Paid Time Off (PTO)
– Full-time employees are eligible for PTO, which begins accruing on a monthly basis on the first day of employment.
Holidays
– Full-time employees enjoy 11 paid holidays a year, which are announced by partners at the beginning of each new calendar year.
CPA Exam Policy
– Our professionals receive paid time-off to take the CPA exam. In addition, employees are eligible for assistance towards the purchase of review packages for the CPA exam, paid study time (as workload permits), and at the completion of the CPA exam.
Client Lead Program
– Sansiveri will pay a bonus to employees for expected recurring services, which have resulted from a newly cultivated referral source. Under this program, an employee will receive 10% of amounts billed and collected for the first year services and 5% for the second year services where they have provided a lead for acquiring a new client for the firm.
Aflac
– Employees have the option of purchasing from a selection of individually owned policies that are designed to help employees manage the out-of-pocket expenses associated with medical care.
Wellness Initiative
– Employees have the opportunity to participate in health & wellness incentives including 5K runs, yoga, healthy foods, flu shot clinics, Fitbit incentives and challenges, and more.
This is who we are, and what we're made of
Since 1975, Sansiveri has been providing audit, accounting, forensic, financial planning, valuation, tax, strategic planning, and business counsel to businesses and their management teams throughout Southeastern New England.
#J-18808-Ljbffr