CAS Senior
UHY-US · Manchester, NH · 1 mo ago
OTHRFull-time
We need to output HTML fragment with sections: h3 headings for sections present. Must not repeat job title. Must not include Job ID etc. Must include only sections with real content. Must not include filler like "commensurate with experience". Must not include Pay/Schedule/Benefits unless posting actually states them. The posting includes "What We Offer" with bullet points: POSITIVE WORK ENVIRONMENT, Attractive Compensation Packages, COMPREHENSIVE BENEFIT PACKAGE. Those are benefits. So we can have a Benefits section with those bullet points. Also there is "Work environment", "Physical demands", "Travel Required". Those could be under a "Work Environment" or "Job Details" but we only have allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to map content to these headings. The posting includes Job Summary (could be About the role). Job Description includes responsibilities. Required Education And Experience etc are qualifications/requirements. Preferred Education And Experience also qualifications. Other Duties is generic but we can ignore as boilerplate? It says "Please note this job description is not designed to cover..." that's boilerplate; we should remove. Who We Are is company description; could be About the role? Might be considered About the role but we already have summary. Could include as About the role? But we should not invent sections. We have allowed headings; we can use About the role for job summary and maybe company overview. Responsibilities for job description tasks. Requirements for required education/experience. Qualifications for preferred education/experience? Or Skills for software proficiency. Benefits for what we offer. Pay and Schedule not present, so omit them.
We must not repeat job title as heading. Use for each section.
We need to preserve all substantive information. Let's extract:
Job Summary:
- As a CAS Senior, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients.
- You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records.
- Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.
Job Description (Responsibilities):
- Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
- Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
- Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
- Coordinate and lead month-end and year-end close processes for client accounts
- Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
- Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
- Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management
- Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
- Address client inquiries, resolve issues, and provide proactive financial guidance and support
- Understand clients' business objectives and challenges and provide strategic financial advice and recommendations
- Identify opportunities for process improvement, automation, and efficiency within the client accounting function
- Ensure compliance with accounting principles, regulations, and client-specific requirements
- Support internal and external audits by providing requested documentation and addressing audit findings
Work environment:
- Work is conducted in a professional office environment with minimal distractions
Physical demands:
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift up to 15 pounds at a time
Travel Required:
- Travel may be frequent and unpredictable, depending on client’s needs
Required Education And Experience:
- Prior and current bookkeeping/accounting experience in public accounting, corporate or private business
- High School Diploma or GED or High School equivalent certificate
- Thorough understanding of intermediate accounting principals
- Proficient knowledge of accounting software, Excel, Word, and PowerPoint
Preferred Education And Experience:
- Bachelor's degree in accounting or equivalent experience required
- CPA license or relevant certification
- Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite
Other Duties: boilerplate, remove.
Who We Are: description of firm; could be included in About the role? Might be considered "About the role" but we already have summary. Could add a separate About the role section that includes both summary and company description. But we must not create filler. It's substantive. So we can include About the role with job summary and company overview.
What We Offer (Benefits):
- POSITIVE WORK ENVIRONMENT: Enjoy a collaborative and supportive work environment where teamwork is valued.
- Attractive Compensation Packages: Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
- COMPREHENSIVE BENEFIT PACKAGE: Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
We need to format as
for each section.
We need to preserve all substantive information. Let's extract:
Job Summary:
- As a CAS Senior, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients.
- You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records.
- Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.
Job Description (Responsibilities):
- Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
- Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
- Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
- Coordinate and lead month-end and year-end close processes for client accounts
- Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
- Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
- Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management
- Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
- Address client inquiries, resolve issues, and provide proactive financial guidance and support
- Understand clients' business objectives and challenges and provide strategic financial advice and recommendations
- Identify opportunities for process improvement, automation, and efficiency within the client accounting function
- Ensure compliance with accounting principles, regulations, and client-specific requirements
- Support internal and external audits by providing requested documentation and addressing audit findings
Work environment:
- Work is conducted in a professional office environment with minimal distractions
Physical demands:
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift up to 15 pounds at a time
Travel Required:
- Travel may be frequent and unpredictable, depending on client’s needs
Required Education And Experience:
- Prior and current bookkeeping/accounting experience in public accounting, corporate or private business
- High School Diploma or GED or High School equivalent certificate
- Thorough understanding of intermediate accounting principals
- Proficient knowledge of accounting software, Excel, Word, and PowerPoint
Preferred Education And Experience:
- Bachelor's degree in accounting or equivalent experience required
- CPA license or relevant certification
- Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite
Other Duties: boilerplate, remove.
Who We Are: description of firm; could be included in About the role? Might be considered "About the role" but we already have summary. Could add a separate About the role section that includes both summary and company description. But we must not create filler. It's substantive. So we can include About the role with job summary and company overview.
What We Offer (Benefits):
- POSITIVE WORK ENVIRONMENT: Enjoy a collaborative and supportive work environment where teamwork is valued.
- Attractive Compensation Packages: Our compensation is competitive and tailored to reflect the role, qualifications, and expertise of each individual.
- COMPREHENSIVE BENEFIT PACKAGE: Access comprehensive benefits including group health insurance, dental and vision coverage, 401(k) retirement plans, and generous paid time off (PTO) allowances.
We need to format as - for any list of duties/requirements/benefits. For prose we use
. So each section heading
then content.
We need to decide which content goes under which heading.
Possible sections:
- About the role: includes Job Summary and Who We Are (company description). Could be two paragraphs.
- Responsibilities: list of duties from Job Description.
- Requirements: Required Education And Experience (maybe also includes work environment/physical demands/travel? Those are not requirements but job details. Could be under Responsibilities? But we have no specific heading for job details. Could incorporate into Responsibilities as bullet points? Might be better to create a section "Work Environment" but not allowed. So we could fold those details into Responsibilities as bullet points? They are not duties but working conditions. Could also put under Requirements? Not ideal. However instructions: "Prefer a few substantive sections over many thin ones." We could create a section "Responsibilities" that includes duties and also work environment/physical demands/travel as bullet points (they are still part of job). Might be acceptable.
- Qualifications: Preferred Education And Experience (maybe also skills). Could also include Skills: proficiency in accounting software etc. But we have Skills heading allowed. Could separate: Requirements for mandatory education/experience, Skills for software proficiency, Qualifications for preferred education/experience. But we need to avoid thin sections. Let's think.
We have headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We can map:
- About the role: Job Summary + Who We Are.
- Responsibilities: Job Description duties (the long list).
- Requirements: Required Education And Experience (mandatory).
- Qualifications: Preferred Education And Experience (preferred).
- Skills: Proficient knowledge of accounting software, Excel, Word, PowerPoint (maybe also mention of accounting principles? but that's knowledge). Could also include leadership skills, client relationship management from summary but that's more about role. We'll put software proficiency under Skills.
- Benefits: What We Offer bullet points.
We must not include Pay or Schedule.
Now ensure we don't repeat job title as heading. No Job ID.
We must not include boilerplate like "Other Duties", "Who We Are" is not boilerplate; it's substantive.
We need to preserve all substantive information: includes work environment, physical demands, travel. Where to put them? Could add them under Responsibilities as bullet points (they are not duties but job details). Or we could add a separate section but not allowed heading. Could incorporate into About the role? Might be okay to add them under Responsibilities as bullet points.
Let's extract work environment/physical demands/travel:
- Work is conducted in a professional office environment with minimal distractions
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift up to 15 pounds at a time
- Travel may be frequent and unpredictable, depending on client’s needs
We'll add these as bullet points under Responsibilities.
Now we need to format lists.
For each section, after we can have either
for prose or
- for list.
For About the role: we have two paragraphs: job summary and company description. Could combine into
with two sentences? Better to keep as
for each? The instruction: use
for prose. Could have multiple
elements.
We'll do:
About the role
As a CAS Senior, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients. You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records. Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
Responsibilities: list of duties plus work environment etc.
We'll create - for each bullet.
List items:
- Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting
- Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments
- Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team
- Coordinate and lead month-end and year-end close processes for client accounts
- Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards
- Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders
- Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management
- Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism
- Address client inquiries, resolve issues, and provide proactive financial guidance and support
- Understand clients' business objectives and challenges and provide strategic financial advice and recommendations
- Identify opportunities for process improvement, automation, and efficiency within the client accounting function
- Ensure compliance with accounting principles, regulations, and client-specific requirements
- Support internal and external audits by providing requested documentation and addressing audit findings
- Work is conducted in a professional office environment with minimal distractions
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift up to 15 pounds at a time
- Travel may be frequent and unpredictable, depending on client’s needs
Requirements: Required Education And Experience list.
- Prior and current bookkeeping/accounting experience in public accounting, corporate or private business
- High School Diploma or GED or High School equivalent certificate
- Thorough understanding of intermediate accounting principals
- Proficient knowledge of accounting software, Excel, Word, and PowerPoint
Qualifications: Preferred Education And Experience list.
- Bachelor's degree in accounting or equivalent experience required
- CPA license or relevant certification
- Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite
Skills: maybe we could note leadership skills, client relationship management? But those are more about role. However we already have proficiency in accounting software etc under Requirements; but we could move that to Skills. However Requirements currently includes
. So each section heading
then content.
We need to decide which content goes under which heading.
Possible sections:
- About the role: includes Job Summary and Who We Are (company description). Could be two paragraphs.
- Responsibilities: list of duties from Job Description.
- Requirements: Required Education And Experience (maybe also includes work environment/physical demands/travel? Those are not requirements but job details. Could be under Responsibilities? But we have no specific heading for job details. Could incorporate into Responsibilities as bullet points? Might be better to create a section "Work Environment" but not allowed. So we could fold those details into Responsibilities as bullet points? They are not duties but working conditions. Could also put under Requirements? Not ideal. However instructions: "Prefer a few substantive sections over many thin ones." We could create a section "Responsibilities" that includes duties and also work environment/physical demands/travel as bullet points (they are still part of job). Might be acceptable.
- Qualifications: Preferred Education And Experience (maybe also skills). Could also include Skills: proficiency in accounting software etc. But we have Skills heading allowed. Could separate: Requirements for mandatory education/experience, Skills for software proficiency, Qualifications for preferred education/experience. But we need to avoid thin sections. Let's think.
We have headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule.
We can map:
- About the role: Job Summary + Who We Are.
- Responsibilities: Job Description duties (the long list).
- Requirements: Required Education And Experience (mandatory).
- Qualifications: Preferred Education And Experience (preferred).
- Skills: Proficient knowledge of accounting software, Excel, Word, PowerPoint (maybe also mention of accounting principles? but that's knowledge). Could also include leadership skills, client relationship management from summary but that's more about role. We'll put software proficiency under Skills.
- Benefits: What We Offer bullet points.
We must not include Pay or Schedule.
Now ensure we don't repeat job title as heading. No Job ID.
We must not include boilerplate like "Other Duties", "Who We Are" is not boilerplate; it's substantive.
We need to preserve all substantive information: includes work environment, physical demands, travel. Where to put them? Could add them under Responsibilities as bullet points (they are not duties but job details). Or we could add a separate section but not allowed heading. Could incorporate into About the role? Might be okay to add them under Responsibilities as bullet points.
Let's extract work environment/physical demands/travel:
- Work is conducted in a professional office environment with minimal distractions
- Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time
- Must be able to lift up to 15 pounds at a time
- Travel may be frequent and unpredictable, depending on client’s needs
We'll add these as bullet points under Responsibilities.
Now we need to format lists.
For each section, after we can have either
for prose or
- for list.
For About the role: we have two paragraphs: job summary and company description. Could combine into
with two sentences? Better to keep as
for each? The instruction: use
for prose. Could have multiple
elements. We'll do:
About the role
As a CAS Senior, you will play a key role in overseeing client accounting operations and providing advanced financial support to clients. You will be responsible for managing client accounts and ensuring the accuracy and integrity of financial records. Your expertise in accounting principles, leadership skills, and client relationship management will contribute to the success of our client accounting services.
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. We are trailblazers who bring our experience from working within numerous industries to our clients so that we can provide them with a 360-degree view of their businesses. Together with our clients, UHY works collaboratively to develop flexible, innovative solutions that meet our clients’ business challenges. As an independent member of UHY International, we are proud to be a part of a top 20 international network of independent accounting and consulting firms.
Responsibilities: list of duties plus work environment etc. We'll create- for each bullet. List items: - Oversee the day-to-day accounting activities for assigned clients, including accounts receivable, accounts payable, general ledger, and financial reporting - Complete and ensure timely and accurate recording of financial transactions, reconciliations, and adjustments - Review and approve journal entries, account reconciliations, and financial statements prepared by the accounting team - Coordinate and lead month-end and year-end close processes for client accounts - Prepare and review financial statements, including balance sheets, income statements, and cash flow statements, ensuring accuracy and compliance with accounting standards - Assist in budgeting, forecasting, and financial planning activities, collaborating with clients and internal stakeholders - Analyze financial data, identify trends, variances, and areas for improvement, and provide insights and recommendations to clients and management - Serve as the main point of contact for clients, building and maintaining strong relationships based on trust and professionalism - Address client inquiries, resolve issues, and provide proactive financial guidance and support - Understand clients' business objectives and challenges and provide strategic financial advice and recommendations - Identify opportunities for process improvement, automation, and efficiency within the client accounting function - Ensure compliance with accounting principles, regulations, and client-specific requirements - Support internal and external audits by providing requested documentation and addressing audit findings - Work is conducted in a professional office environment with minimal distractions - Prolonged periods of sitting at a desk and performing work in front of a computer screen for long periods of time - Must be able to lift up to 15 pounds at a time - Travel may be frequent and unpredictable, depending on client’s needs Requirements: Required Education And Experience list. - Prior and current bookkeeping/accounting experience in public accounting, corporate or private business - High School Diploma or GED or High School equivalent certificate - Thorough understanding of intermediate accounting principals - Proficient knowledge of accounting software, Excel, Word, and PowerPoint Qualifications: Preferred Education And Experience list. - Bachelor's degree in accounting or equivalent experience required - CPA license or relevant certification - Experience with Sage Intacct, Bill.com, QuickBooks Online, QuickBooks Desktop, Xero, NetSuite Skills: maybe we could note leadership skills, client relationship management? But those are more about role. However we already have proficiency in accounting software etc under Requirements; but we could move that to Skills. However Requirements currently includes