REDW

Manage financial reporting and ensure accuracy in client data processing. Review account reconciliations and maintain organized financial records while supporting accounting projects and conducting routine audits of transactional data.

Role Description ✨ Client Accounting Advisory Services (CAAS) Specialist - Manage day-to-day financial reporting to ensure accuracy and timely processing of client data - Review and approve account classifications, reconciliations (bank, balance sheet, payroll), and general ledger accuracy - Identify and resolve missing or inaccurate transactions within the G/L - Maintain organized financial records and filing systems (digital and physical) - Support accounting projects and perform routine audits of transactional data, reports, and system functionality Qualifications - High school diploma or GED - 3+ years of experience in bookkeeping - Certificate of 2-year associates preferred Requirements - Strong technology skills using Microsoft Office 2007 or later - Experience working in a paperless environment strongly preferred - Strong interpersonal and relationship building skills - Team player with a positive “can-do” approach - A general and growing knowledge of firm products and services in the practice area, and a general knowledge of products and services in other practice areas Benefits - Medical, dental, vision, life, disability - 401(k) with match - HSA and FSA options - Flexible PTO + 10 holidays - Monthly wellness reimbursement - Learning platform + credential support - Ongoing development resources - $150 annual WFH allowance - Tech provided