Senior Accountant

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CSI Group – Where Our People, Our Purpose, and Our Future Meet 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 one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.

At CSI Group, we live by our CAPTAG values:

Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

These values aren’t just words, they shape how we work, how we serve, and how we grow together.

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

The Senior Accountant, corporate, is responsible for managing key aspects of CSI Group’s financial reporting, analysis, and accounting operations. This position ensures accurate financial data, supports monthly and year-end closings, and contributes to building efficient workflows as the company continues its growth and modernization—including the transition from Quick Books Desktop to Quick Books Online.

The Senior Accountant serves as a resource and mentor within the Finance team, maintaining strong cross-department collaboration and upholding CSI’s CAPTAG values:
Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.

• Prepare, review, and post journal entries
• Maintain and reconcile general ledger accounts and supporting schedules
• Assist with month-end and year-end close processes to ensure timely, accurate financial statements
• Manage fixed assets, depreciation schedules, prepaid expenses and monthly accruals
• Analyze financial statements and variances, preparing reports for review
• Assist with annual budget and forecasting
• Assist in developing and documenting accounting policies and procedures for consistency and compliance
• Partner with internal teams to resolve discrepancies and improve data accuracy
• Coordinate with external auditors and tax preparers as needed
• Provide mentorship and support to junior accounting staff
• Communicate effectively with internal and external parties

• Bachelor’s degree in Accounting
• Minimum of 3 years of progressive corporate accounting experience, preferably in a multi-entity or service-based environment
• Strong knowledge of GAAP and financial reporting standards
• Proficiency in Quick Books (Desktop and Online) and Microsoft Excel
• Experience with workflow streamlining and process improvement initiatives
• Detail-oriented with excellent analytical and problem-solving skills
• Demonstrated ability to work both independently and collaboratively in a fast-paced environment
• Adaptable as the company continues converting from Desktop to Online and builds workflows for streamlining process and procedures