The Position

• Lead all accounting operations, including AP/AR, general ledger, accruals, revenue recognition, and month-end close.
• Oversee full treasury operations: cash management, liquidity planning, cash positioning, and capital movement across entities.
• Manage multi-entity accounting across SPVs, holding companies, and future fund structures.
• Produce GAAP-compliant financial statements, internal reporting packages, KPIs, and dashboards.
• Establish internal controls, audit readiness, and strong financial governance.
• Lead budgeting, forecasting, scenario planning, and variance analysis.
• Coordinate corporate and multi-entity tax filings with external tax advisors.
• Improve financial systems, automation, and processes to support rapid scale.
• Support structured transactions with financial modeling, capital planning, and treasury execution.
• Build and develop the accounting and treasury team as CSI grows.

What We’re Looking For

• Bachelor’s degree in accounting or finance; CPA strongly preferred.
• 8+ years of accounting experience, including multi-entity accounting.
• Treasury operations experience required.
• Audit management experience required.
• Strong GAAP expertise and familiarity with internal control frameworks.
• Experience in financial services, alternative lending, structured finance, or fund environments preferred.
• Thrives in a fast-paced, early-stage, high-growth environment.
• Excellent communication, organization, and leadership skills.

Why you’ll Love Working for CSI

• Integral leadership role on the ground floor of a firm poised for significant growth.
• Exposure to creative transactions, complex capital needs, and immersive consulting engagements.
• Direct influence alongside founders on strategy, deal structuring, and operational transformation.
• A culture that values innovation, judgment, autonomy, and deep business understanding.