What are the responsibilities and job description for the Accounts Payable Representative position at CSI Group?
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About CSI Group
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 simple yet powerful: 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. Through our one-stop approach, we make expert financial guidance accessible and affordable for all—because everyone deserves confidence in their financial future.
At CSI Group, we live by our CAPTAG values: Caring, Accountability, Positive Attitude, Team Player, Adaptability, and Growth Mindset.
These values aren’t just words, they shape how we work, how we serve, and how we grow together.
Join CSI Group and become part of a culture where your impact matters, your growth is supported, and your purpose is shared.
Role Summary
The Accounts Payable Specialist is responsible for completing payments and controlling expenses by receiving, processing, verifying, and reconciling invoices. This role ensures all transactions are properly documented and recorded, supporting accurate and timely financial operations.
Key Responsibilities
- Review all invoices for accuracy, proper documentation, and appropriate approval.
- Post invoices to QuickBooks, ensuring correct coding and classification.
- Upload supporting documentation (invoices, payment confirmations) to corresponding QuickBooks entries.
- Ensure all invoices are recorded in the proper accounting period.
- Collect vendor tax information for those receiving 1099s.
- Schedule and process approved payments (check, online, credit card) and prepare checks for signature.
- Maintain an Excel tracker of recurring monthly expenses.
- Record all payments in QuickBooks once completed.
- Communicate effectively with vendors to resolve inquiries, ensure accurate payments, and maintain positive relationships.
- Reconcile monthly credit card statements.
- Research and resolve accounts payable inquiries promptly.
- Provide general accounting support as needed.
Qualifications
- Minimum 2 years of experience in an Accounts Payable role (preferred).
- Strong working knowledge of QuickBooks and the AP process.
- Adaptable as company converts Desktop to Online and builds workflows for streamlining.
- High proficiency in Microsoft Excel.
- Excellent attention to detail and organizational skills.
- Strong interpersonal and communication abilities.
- Bachelor’s degree in Accounting, Finance, or a related field (preferred).
