Staff Accountant

Job Type

Full Time


Details: Commensurate with experience



Start Date:


Application Deadline:



United States


The Center for Financial Services Innovation (CFSI) is the nation’s authority on consumer financial health. CFSI leads a network of financial services providers, helping them develop and provide high-quality products and services that better meet the needs of consumers – especially those who are struggling. CFSI informs, advises, and connects its network of financial services providers, innovators, and thought leaders to seed the innovation that will transform the financial services landscape. With offices in Chicago, New York, Washington, D.C., and San Francisco, CFSI is a fast-paced, entrepreneurial and highly collaborative environment seeking people who share our values of innovation, passion, excellence, impact and directness.

CFSI is seeking a Staff Accountant to join the Shared Services team in our Chicago office. We’re looking for an accounting professional with 2-5 years of transaction processing and general accounting experience. The desired candidate will be enthusiastic about both CFSI’s mission and a career in accounting. In addition, the role will require someone who is detail oriented, flexible, and has a strong accounting knowledge base. The preferred candidate will be someone who is a self starter, thorough, adept at learning new software, and eager to collaborate in order to solve unstructured problems.



This role will be based in CFSI's Chicago office.



  • Learn and maintain CFSI’s chart of accounts and transaction coding structures
  • Process semi-monthly payroll, client reimbursable expenses, and credit card transactions
  • Initiate check runs
  • Prepare general journal entries in preparation for month-end close
  • Reconcile general ledger accounts with subsidiary ledgers and other details
  • Assist Controller in drafting financial statements, process documentation, and improvement efforts
  • Ad hoc reporting and analysis as required
  • Assist in year-end audit requests
  • Build and cultivate strong relationships with internal stakeholders
  • Oversee and train staff in the area of accounts payable transaction processing
  • Manage accounting team’s shared email address
  • Assist with accounts receivable function as required


  • Minimum of 2 years experience in accounting
  • Excellent oral and written communication
  • Experience using Microsoft Office Suite (intermediate Excel), Google suite (Google Mail, Docs, Sheets), Salesforce
  • Experience using Microsoft Dynamics GP, Expensify, Adaptive Insights, Paylocity preferred, or similar software platforms
  • Desire to begin or currently working towards CPA license is a plus
  • 1-2 years public accounting experience preferred
  • Experience in private industry or not-for-profit accounting preferred


Bachelor’s Degree in accounting required.

Our mission is very important to us, and we would like to know why you would like to be a part of CFSI. Please submit a compelling cover letter and resume with your application. The Center for Financial Services Innovation is an equal opportunity employer. We provide equal opportunity employment to all individuals regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability status, age, marital status, or protected veteran status. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.


  • Medical, dental, vision insurance
  • 401(k) plan with annual $4,000 employer match
  • PTO
  • Employer-paid life insurance/AD&D, short-term and long-term disability
  • Dependent care, medical, and commuter FSA benefits

Professional Level


Minimum Education Required

4-year degree

How To Apply