Accounts Receivable Representative

Job Description

Job Description

Join CSI Group – A Thriving Career Awaits You!

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 an experienced and process-driven Accounts Receivable Specialist to join our growing finance team. This is primarily an in-office role based at our Wall, NJ headquarters. You will take ownership of the A/R function for our primary legal entity, which serves over 20,000 clients across a high-volume, multi-payment-type environment (checks, cash, and credit cards). You will play a leadership role in evaluating and implementing improved A/R procedures and controls, with a focus on reducing manual processes and ensuring accurate recording at both the bank and in QuickBooks Online (QBO). You will report to the Assistant Controller and collaborate closely with the Head of Finance.

Key Responsibilities

• Own the end-to-end accounts receivable function for the primary legal entity, ensuring accurate and timely recording of all payments in QBO and reconciliation against bank records.
• Process and oversee high-volume payment intake including checks, cash, and credit card transactions.
• Design, implement, and enforce A/R internal controls and procedures to strengthen accuracy, reduce manual effort, and ensure compliance.
• Assess and help implement an automated or upgraded A/R system to replace or supplement current manual processes, including evaluation of ACH and payment portal options.
• Support the Assistant Controller in leading the A/R modernization project, including requirements gathering, vendor coordination, and staff training.
• Prepare and review accounts receivable aging reports; manage collections follow-up and dispute resolution.
• Assist with month-end and year-end close activities related to receivables, including reconciliations and journal entries.
• Collaborate across finance, operations, and technology teams to align A/R workflows with broader company systems.
• Document and maintain A/R policies, procedures, and controls.
• Support general finance needs as they arise.

Required Qualifications

• 3+ years of hands-on accounts receivable experience in a high-volume environment.
• Demonstrated experience implementing or improving A/R procedures, internal controls, and reconciliation workflows.
• Experience with QuickBooks Online (QBO) or comparable accounting system.
• Strong understanding of cash application, payment reconciliation, and the bank-to-book recording process.
• Proven ability to work independently and manage priorities in a fast-paced environment.
• High degree of accuracy and comfort managing large transaction volumes.

Preferred Qualifications

• Experience evaluating or implementing A/R automation tools, payment portals, or accounts receivable management systems.
• Familiarity with ACH processing and electronic payment workflows.
• Experience in financial services or a similarly regulated industry.
• Associate’s or Bachelor’s degree in Accounting, Finance, or a related field.
• Comfort collaborating with finance leadership and contributing to system and process improvement initiatives.