CAS Senior

UHY•Sterling Heights, MI

About The Position

As a CAS Senior, you will oversee client accounting operations and provide advanced financial support. You will manage client accounts and help ensure the accuracy and integrity of financial records. The role involves accounting operations, financial reporting, client relationship management, compliance, and process improvement. You will serve as the main point of contact for clients, build professional relationships, respond to inquiries, resolve issues, and provide financial guidance and strategic recommendations. You will also coordinate close processes, support budgeting and forecasting, and work with clients and internal stakeholders to address business objectives and challenges. Work is conducted in a professional office environment with minimal distractions. Travel may be frequent and unpredictable depending on client needs. The role requires prolonged sitting and computer use and the ability to lift up to 15 pounds. Supervisory responsibilities: none.

Requirements

  • Prior and current bookkeeping or accounting experience in public accounting, corporate, or private business.
  • High school diploma, GED, or equivalent certificate.
  • Thorough understanding of intermediate accounting principles.
  • Proficient knowledge of accounting software, Excel, Word, and PowerPoint.
  • Bachelor’s degree in accounting or equivalent experience required.
  • Ability to lift up to 15 pounds.
  • Ability to sit for prolonged periods and work in front of a computer for long periods.

Nice To Haves

  • CPA license or relevant certification.
  • Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, or NetSuite.

Responsibilities

  • Oversee assigned clients’ day-to-day accounting activities, including accounts receivable, accounts payable, general ledger, and financial reporting.
  • Ensure financial transactions, reconciliations, and adjustments are recorded accurately and on time.
  • Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team.
  • Coordinate and lead month-end and year-end close processes for client accounts.
  • Prepare and review balance sheets, income statements, and cash flow statements for accuracy and compliance with accounting standards.
  • Assist with budgeting, forecasting, and financial planning in collaboration with clients and internal stakeholders.
  • Analyze financial data, identify trends, variances, and improvement areas, and provide insights and recommendations to clients and management.
  • Serve as the main client contact, build and maintain relationships, address inquiries, resolve issues, and provide proactive financial guidance.
  • Understand clients’ business objectives and challenges and provide strategic financial advice and recommendations.
  • Identify opportunities to improve, automate, and increase efficiency in the client accounting function.
  • Ensure compliance with accounting principles, regulations, and client-specific requirements.
  • Support internal and external audits by providing documentation and addressing audit findings.

Benefits

  • Competitive compensation tailored to the role, qualifications, and expertise.
  • Group health insurance.
  • Dental coverage.
  • Vision coverage.
  • 401(k) retirement plans.
  • Generous paid time off (PTO).
  • Collaborative and supportive work environment where teamwork is valued.
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