Accounts Receivable Representative

About the role

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 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.

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.
• Aid in 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.

Requirements

• 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.