Cedarstone

Customer Support

• Reconcile accounts in a timely manner using monthly statements provided by financial institutions or transaction reports provided by merchant accounts
• Manipulate and analyze spreadsheets and other supporting documentation to determine discrepancies
• Maintain client data and reports for audit support and ensure all monthly tasks are tracked
• Collaborate with Accounting Teams communicating discrepancies and needed corrections to resolve account problems
• Partner with teammates to provide timely follow-up to Accounting Team corrections to complete reconciliations promptly
• Proactively communicate with clients, providing needed information and insight for reconciliations
• Assist with audit support, client onboarding, accounting system conversions, and provide coverage for teammates
• Document communication of discrepancies with client accounting teams and completion of reconciliations for audit purposes and to ensure service continuity
• Collaborate with teams to identify and implement process improvements for greater efficiency and accuracy

Accounting Support Specialist

Compliance

• Coordinate CSR and renewal processes by accurately completing filings and submitting applications on behalf of clients.
• Monitor annual registration renewals and file for extensions to ensure timely compliance, ensuring steps are executed promptly.
• Track services to ensure accurate client billing and records.
• Interact with clients to gather information relating to registrations and renewal deadlines, send drafts for approval, obtain signatures.
• Communicate with state entities regarding CSRs and renewals.
• Collaborate with team and internal departments to gather essential data and obtain required signatures by deadlines.

Compliance Associate – Charitable Solicitation Registration

Accounting Manager

• Process financial transactions (A/P, A/R, and Payroll) in an accurate and timely manner.
• Prepare and process client invoices, wire transfers, and expense reports.
• Research and solve client problems, providing clear explanations of reports and collaborating on solutions.
• Maintain client data and ensure all monthly tasks are tracked (e.g., using Canopy).
• Proactively communicate with clients, answering questions and providing timely follow-up on requests.
• Meet with client operations teams and internal client relationship teams to ensure commitments are met.
• Assist with client onboarding and provide backup coverage for teammates.
• Document processes to ensure service continuity.
• Collaborate with other Associates to identify and implement process improvements for greater efficiency and accuracy.

Accounting Associate – Part-time

• Process financial transactions (A/P, A/R, and Payroll) in an accurate and timely manner
• Prepare and process client invoices, wire transfers, and expense reports
• Research and solve client problems, providing clear explanations of reports and collaborating on solutions
• Maintain client data and ensure all monthly tasks are tracked (e.g., using Canopy)
• Proactively communicate with clients, answering questions and providing timely follow-up on requests
• Meet with client operations teams and internal client relationship teams to ensure commitments are met
• Assist with client onboarding and provide backup coverage for teammates
• Document processes to ensure service continuity
• Collaborate with other Associates to identify and implement process improvements for greater efficiency and accuracy