Assistant Controller

Assistant Controller

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 Group's 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

• Bachelor's 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.