What are the responsibilities and job description for the Client Advisory Services (CAS) - Analyst position at CCK Strategies?
Description
Client Advisory Services Analyst
CCK provides challenging work, professional development, and generous compensation packages. CCK’s collaborative environment spans firmwide, where individuals work together to deliver value to the client experience by providing solutions within teams and across firm departments. Collaboration at CCK is a group of people who realize that working together brings a better solution. Within CCK, Client Advisory Services (CAS) exists to empower business leaders to make more effective financial decisions by providing comprehensive accounting and finance solutions. We believe that by removing complexity, utilizing innovative technology, and enhancing financial acumen, we’ll be able to partner with our clients in achieving their mission and goals.”
The Client Advisory Services Analyst is responsible for tackling complex accounting issues, identifying strategic and consulting opportunities, and enjoys cultivating client relationships. The CAS Analyst engages with clients in every stage of their business’s life cycle and displays integrity, work ethic, professionalism, and commitment.
Responsibilities:
- The preparation and completion of bookkeeping and workflows.
- Downloading transactions into a bookkeeping software (QuickBooks), analyzing, and reviewing the transactions, recording them to the correct accounts, reconciling bank and credit card statements, and recording and adjusting journal entries, as needed.
- Works closely with experienced Accounting, Tax and Assurance professionals to deliver excellent client services.
- Finding solutions to challenges and a team-first approach to client service.
- Adhere to all relevant information security policies and procedures, ensuring the protection of sensitive data and upholding the integrity and confidentiality of the company information.
Requirements
Knowledge, Skills, and Abilities:
- QuickBooks ProAdvisor
- Ability to adapt to a wide variety of projects at different skill levels.
- Problem solving capabilities.
- Experience with a variety of accounting software packages and technology solutions is preferred.
Qualifications:
- Bachelor’s degree in accounting or another related field
- Minimum of 1 - 2 year of related experience
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CCK Strategies, PLLC provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
