Senior (CAAS - Nonprofit Industry)

Reposted 3 Days Ago
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King of Prussia, PA, USA
In-Office
79K-130K Annually
Mid level
Fintech
The Role
The Senior in CAAS will manage client accounts, handle day-to-day financial transactions, oversee month-end processing, and supervise Associates and Analysts. Responsibilities include financial statement preparation, tax documentation, and special audit projects.
Summary Generated by Built In

CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations, and a global reach, we promise to know you and help you.

CLA is dedicated to building a culture that invites different beliefs and perspectives to the table, so we can truly know and help our clients, communities, and each other.

Our Perks:

  • Flexible PTO (designed to offer flexible time away for you!)

  • Up to 12 weeks paid parental leave

  • Paid Volunteer Time Off

  • Mental health coverage

  • Quarterly Wellness stipend

  • Fertility benefits

  • Complete list of benefits here

CLA is currently seeking a Senior to join our CAAS (Nonprofit Industry) group in our King of Prussia PA office.

Job Responsibilities:

  • Client Service: Develop an understanding of each client’s business/organization operations. Competent in management of multiple clients, software, and chart of accounts on a daily, weekly, and monthly basis.

  • Day to Day Transactions: Lead coordination and processing of accounts payable, cash disbursements, accounts receivable, cash receipts and posting/recording of payroll transactions.

  • Month End Processing: Coordinate and review account reconciliations (i.e. prepaids, accounts receivable, fixed assets, accounts payable, and accruals.) Complete complex account reconciliations (investments, debt, industry specific, etc.) Prepare, understand, and review financial statements (basic to complex.) Reviews general ledger, cashflow, allocations, etc. Proactively create process and procedure documentation and build their own backup.

  • Other Quarterly/Annual Processing: Complete sales tax returns and Form 1099s and preparing audit workpapers, tax return workpapers, and other forms or items as requested by clients.

  • Oversee workflow and quality of work of Associates and Analysts. May supervise and ensure the efficiency and quality of work produced by Associates and Analysts.

  • Special Projects: Assist with projects for internal audit, due diligence, system selection, and other consultative projects.
     

Job Requirements:

  • 2 years of relevant accounting and/or financial experience is required.

  • Bachelor's degree is required. Combination of relevant experience, education, and training may be accepted in lieu of degree.
     

#LI-NM1

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
 
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Wellness at CLA

To support our CLA family members, we focus on their physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401k and much more.

To view a complete list of benefits click here.

Top Skills

Accounting Software
Financial Reporting
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The Company
Century City, California
6,732 Employees
Year Founded: 2012

What We Do

CLA exists to create opportunities for our clients, our people, and our communities through industry-focused wealth advisory, outsourcing, audit, tax, and consulting services. With more than 7,000 people, 120 U.S. locations and a global affiliation, we promise to know you and help you. For more information visit CLAconnect.com.

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