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About CSI Group

CSI Group is a leading financial services firm transforming how America's middle class experiences financial security. We enrich lives and legacies by providing personalized financial planning, tax, and estate solutions that empower individuals and families to achieve lasting prosperity. Our mission is simple yet powerful: to simplify financial security and remove uncertainty for America's middle class.

Our vision is to become the most trusted financial partner on every main street in America. Through our CSI360 approach, we make expert financial guidance accessible and affordable for all, because everyone deserves confidence in their financial future.

We believe that innovation and technology are force multipliers for that mission. By embracing artificial intelligence and modern tools, we continuously improve how we serve our members, streamline the experiences our teams deliver, and scale our impact without sacrificing the personal connection that sets us apart. Technology does not replace our human touch, it sharpens it.

At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values are not just words, they shape how we work, how we serve, and how we grow together. A Growth Mindset and Adaptability mean we lean into change, including the opportunities that emerging technology creates for our members and our people.

Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.

Position Overview

CSI Group is seeking a highly experienced and detail-oriented Assistant Controller to serve as the right hand to the Head of Finance. This is a high-impact, in-office role for a seasoned accounting professional who is ready to own the month-end and year-end close process, drive the day-to-day integrity of the general ledger, and lead meaningful operational improvements across accounts payable and accounts receivable.

This person will work directly with the Head of Finance and will have regular exposure to senior leadership, including the CEOs. Over time, the Assistant Controller will build and manage a team that includes an A/R Specialist, an A/P Specialist, and a Property Accountant. The expectation is that within one year, CSI Groups books will be maintained to full audit-ready standards, and this person will be instrumental in getting us there.

Key Responsibilities

Month-End & Financial Close

• Own and manage the full month-end and year-end close process, ensuring timely and accurate completion.
• Prepare and review journal entries, account reconciliations, and supporting schedules.
• Maintain the general ledger in QuickBooks Online (QBO) with a high degree of accuracy.
• Drive the organization toward audit-ready financial reporting standards within the first year.
• Prepare financial statements and management reports for review by the Head of Finance and senior leadership.

Day-to-Day Accounting Oversight

• Monitor daily accounting operations to ensure transactions are recorded accurately and on time.
• Ensure proper coding, approvals, and documentation across all accounting functions.
• Identify and resolve accounting discrepancies proactively.
• Maintain and strengthen internal controls across the accounting function.

Accounts Payable & Accounts Receivable Improvement

• Assess the current A/P process and lead the evaluation and implementation of an A/P automation solution (e.g., Stampli or comparable platform).
• Partner with the A/R Specialist on the evaluation and implementation of an upgraded A/R system to reduce manual payment processing.
• Establish and document policies, procedures, and controls for both A/P and A/R to ensure accuracy and scalability.
• Collaborate with the existing A/P Specialist from day one to understand current workflows and drive near-term improvements.

Team Leadership & Development

• Build trust and strong working relationships with the existing accounting team (A/R, A/P, and Property Accountant).
• Assume formal management responsibility over direct reports as the organizational structure evolves.
• Mentor and develop junior accounting staff, fostering a culture of accuracy, accountability, and continuous improvement.

Collaboration & Leadership Exposure

• Serve as the primary accounting resource and right hand to the Head of Finance.
• Present financial information and project updates to senior leadership, including the CEOs.
• Manage special projects and cross-functional initiatives as directed by the Head of Finance.
• Support preparation for potential future audits by maintaining documentation and processes to the highest standard.

Required Qualifications

• Bachelors degree in Accounting, Finance, or a related field from an accredited four-year institution (required).
• 10 plus years of progressive accounting experience, with demonstrated ownership of month-end close and financial reporting.
• Strong working knowledge of GAAP and general ledger accounting.
• Experience with QuickBooks Online (QBO) or a comparable accounting system.
• Proven ability to assess, document, and improve accounting processes and internal controls.
• Experience working with or managing A/P and A/R functions.
• Strong organizational skills with the ability to manage competing deadlines in a fast-paced environment.
• High degree of integrity, professionalism, and discretion when working with sensitive financial information.
• Excellent communication skills, with the ability to present financial data clearly to non-accounting stakeholders.

Preferred Qualifications

• CPA license or active CPA candidacy strongly preferred.
• Experience preparing or supporting a company through a financial statement audit.
• Familiarity with A/P automation platforms such as Stampli, Bill.com, or comparable tools.
• Experience evaluating or implementing accounting or payment processing software.
• Background in financial services or a similarly complex, multi-entity accounting environment.
• Experience in property or real estate accounting (a plus, not required).
• Prior experience in a supervisory or team lead capacity.