Client Accounting Specialist (CAS)

Midstates Executive Solutions • Charlotte, NC

6d • Hybrid

About The Position

As a Client Accounting Specialist (CAS), you will play a crucial role in providing high-quality accounting and financial support to our clients. You will work closely with our clients to understand their unique needs and provide tailored solutions to help them achieve their financial objectives.

Requirements

• Bachelor's degree in Accounting or a related field
• Minimum of 2 years of experience in accounting or finance
• Strong knowledge of GAAP and financial reporting
• Excellent communication and interpersonal skills
• Ability to work independently and as part of a team
• Proficient in Microsoft Office and accounting software
• Detail-oriented with strong analytical and problem-solving skills
• Ability to manage multiple tasks and prioritize effectively

Nice To Haves

• CPA certification is a plus

Responsibilities

• Manage client accounts, including accounts receivable, accounts payable, and general ledger
• Process and reconcile financial transactions, ensuring accuracy and compliance with company policies and procedures
• Prepare and analyze financial statements and reports for clients
• Collaborate with clients to develop and implement financial strategies and plans
• Provide timely and accurate financial information to clients and respond to any inquiries or concerns
• Stay updated on industry trends and regulations to ensure compliance and provide proactive advice to clients
• Assist with budgeting and forecasting for clients
• Participate in month-end and year-end closing processes for clients
• Maintain confidentiality of client information and handle sensitive financial data with integrity

Benefits

• medical
• dental
• vision insurance
• 401(k) matching
• paid time off
• professional growth and development through ongoing training and education

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level