CAS Account Manager Non-Profit

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 on 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.

Clientele include:

Small to medium sized businesses
Industries include a concentration in not-for-profit, and may also include clients in the construction, manufacturing, professional services, and retail industries

Controller services

Responsible for oversight, account management and accuracy of financial records
Oversee, produce, and present financial statements and results
Develop and maintain insightful analytical reports
Drive the implementation of best practices and efficiencies.
Timely responsiveness to client inquiries
Develop and maintain strong relationships with client personnel
Proactively work with CPA for tax planning and preparation support

General Accounting

Posting transactions to the general ledger system
Monthly bank reconciliations
Month-end and year-end close
Budget to actual and other analyses
Reconciling third-party service provider reports to the general ledger
Cash disbursements process including processing payments for approved invoices
Accounts receivable function including issuing invoices and applying cash receipts
Processing payroll utilizing client’s third-party processor

Team Oriented

Maintain strong communication with others with the CAS Team
Support other members of the CAS Team and Sansiveri
Support Tax Department by providing tax preparation work for mutual CAS and other clients
Perform various other duties to support the continued growth and success of the CAS Team

Competencies / Skillset

Required

A minimum of 3 years of experience in performing CAS related work OR 4 – 5 years of public accounting / industry accounting experience
Not-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.Our services include consulting/directing our clients as to the rules and regulations related to common activities of a not-for-profit. This position will serve as the initial point-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.
Strong communication skills
Ability to manage multiple projects
Ability to meet multiple deadlines in a timely fashion
Ability to work well in a team environment
Proficient in QuickBooks Online
Proficient in Microsoft Word, Excel, Outlook
Ability to learn and utilize various software, as necessary

Preferred

Proficient in QuickBooks Desktop
Bachelor’s degree in accounting

Desired

CPA license

Firm 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.

Sansiveri offers a highly professional and employee-friendly workplace with a competitive salary, comprehensive benefits, remote work options, flexible schedules, and opportunities for career growth and advancement.

Qualified candidates should send their resume to hr@sansiveri.com

THE PERKS
THE BENEFITS

It’s in our nature to grow from within and do whatever possible to nurture and retain the best of the best.

Paid Holidays

Paid PTO

Half-Day Fridays

Wellness Programs

Tuition Assistance

CPA Exam Bonus

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.