Accountant I_102024

While CSBM/FOREsight is headquartered in New York City, this position is full-time remote. CSBM currently operates in AZ, CO, DE, FL, ID, IL, KS, MD, NC, NJ, NY, PA, SC, TX, UT, and VA.

Why Join Us:

We believe our team members are our greatest company asset and value them as such! Our staff are all strong team players who thrive in an entrepreneurial environment.

CSBM: Charter School Business Management believes every child deserves a quality education. Recognizing the potential of the charter school movement to remedy our country’s educational inequalities, we are dedicated to empowering the charter sector with financial education, services, and resources. Our clients work tirelessly to provide great opportunities for the students they serve, and we are committed to helping them succeed!

Your Job:

The Accountant will be assigned to work with a variety of clients from both charter schools and non-profit organizations. The role serves as an accountant for our clients and requires strong communication skills, task management skills, and being organized and team-oriented. The Accountant performs day-to-day tasks for multiple clients and maintains their financial data.

Although the scope of work is different for every client, the Accountant will be responsible for performing Accounting and Consulting activities as well as other tasks and duties outlined below.

Your Duties:

1) Accounting

Accounts Payable

• Review and reconcile accounts payable tasks.
• Process bank and credit card reconciliation.
• Research and reconcile financial discrepancies with clients and vendors.

Payroll

• Process payroll in the client payroll platform and enter it into the accounting system.

Monthly Close

• Prepare the books monthly, quarterly, and annual close
• Prepare payments by verifying documentation and requesting disbursement.
• Review financial transactions and maintain documentation
• Manage and track expenses related to all contracts and grants.
• Prepares 1099s
• Recommend financial actions by analyzing accounting options.
• Provide financial information and assist with preparing reports.

Audit

• Complete audit schedules.

2) Client Consulting

• Manage multiple clients simultaneously in a remote environment.
• Execute multiple client deliverables and priorities.

3) Task Management

• Manage Accounts Payable Specialist task assignments including payroll, accounts payable, and bank reconciliation.
• Conduct on-the-job training for new team members.
• Maintain accurate records of work hours and time spent on given projects.

You Should Know:

1. Microsoft Office 365
2. Proficient in Excel.
3. Bill.com, Any bill.
4. QuickBooks, Intacct, FundEZ, or similar accounting software.
5. Payroll Management Software (ADP, Paychex, or similar).

Your Education & Experience:

1. Bachelor’s degree required.
2. 5+ years of accounting and bookkeeping experience.
3. 3+ years of full-cycle accounting experience (simultaneous activities of AP/AR, payroll, month-end close)
4. Prior experience as a consultant working with multiple clients and projects is a plus.
5. Prior experience working in a non-profit, school, or socially responsible organization is a plus.

Your Competencies / Skills:

These competencies are specific to the Financial Consultant role and need to be demonstrated to achieve performance goals.

• • Consulting - Proactively develops a rapport with clients to understand needs and find ways to ensure client satisfaction.
  • Task Management – Prioritize competing deadlines to execute client deliverables and meet self-established goals, as well as team or leadership priorities.
  • Attention to Detail - Is thorough when performing work and conscientious about attending to detail and keeping accurate records, completing work according to procedures and standards.
  • Delegation - Assign tasks, responsibilities, and accountability to the right team members taking their skills, experience, and capabilities into account. Set clear and reasonable expectations, hold the team members accountable, and follow up on the execution of work.
  • Confidentiality – Maintain the privacy of sensitive organizational, employee, and client information.

Getting In:

1. We encourage people of all backgrounds to apply.

The Perks:

1. Health, Dental, and Vision.
2. Flexible spending accounts – Medical and Transit.
3. Discretionary Annual Bonus.
4. 401k Match.

CSBM is an equal-opportunity employer that is committed to diversity and inclusion in the workplace. We prohibit discrimination and harassment of any kind based on race, color, religion, sex, age, disability, marital status, familial status, sexual orientation, pregnancy, genetic information, gender identity, gender expression, national origin, ancestry, citizenship status, veteran status, and any other legally protected status under federal, state, or local anti-discrimination laws.

We participate in E-Verify. In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification form upon hire.

Compensation$65,000 - $72,000 DOE