About the Firm
ReVi Financial Services is a full-service CPA firm based in Indianapolis, IN, rooted in both expertise and values, serving the accounting, tax, and consulting needs of businesses, individuals, and nonprofits. Our name, derived from "revive," reflects our mission: to work closely with each client to understand their goals and help them thrive and reach their maximum potential. At ReVi, faith and commitment go hand in hand, fueling results that ripple throughout the community, and our culture celebrates expression, humility, and compassion, creating an environment where both clients and team members thrive. Our seasoned leadership brings deep experience across managerial accounting, CFO services, process improvement, and tax strategy, and has guided ReVi in serving a diverse client base across industries, generating over $70 million in combined revenue.
Job Description
The primary responsibility of this position includes preparing financial reports, performing account reconciliations, maintaining the general ledger, preparing tax returns, assisting with audit preparations, supporting grant financial management, and performing other accounting duties as assigned.
Sound knowledge of Generally Accepted Accounting Principles (GAAP) and strong financial analysis skill is key for this position.
General Responsibilities
- Preparing financial analyses and reports.
- Preparing revenue projections and forecasting expenditure.
- Assisting with preparing and monitoring budgets.
- Maintaining and reconciling balance sheet and general ledger accounts, including fund accounting.
- Assisting with annual audit preparations.
- Investigating and resolving audit findings, account discrepancies, and issues of non-compliance.
- Preparing federal, state, local, and special tax returns.
- Assisting with grant application preparation, budgeting, and compliance tracking.
- Monitoring grant expenditures and preparing financial reports for grant funders and reporting requirements.
- Ensuring grant spending complies with funder restrictions and reporting deadlines.
- Contributing to the development of new or amended accounting systems, programs, and procedures, and updating related policies and procedures.
- Reviewing and approving AR and AP activity.
- Performing other accounting duties and supporting junior staff as required or assigned.
Skills and Attributes for Success
- Detail oriented.
- Work effectively as a team member, sharing responsibility, providing support, maintaining communication, and updating senior team members on progress.
- Experience working on a team to reach a common goal.
- Strong written and verbal communication and interpersonal skills.
- Highly organized with time and task priority management skills.
- Strong knowledge of Microsoft Office applications: Word, Excel, Outlook.
- Proficiency with Adobe Pro.
- Prior experience working in a professional environment.
- Sound analytical skills to compile, as well as dissect and interpret financial and operational information.
- Ability to take initiative in completing projects and assignments.
- Ability to effectively work with internal and external resources.
- Understanding of fund accounting.
- Experience with grant compliance and reporting.
Qualifications
Bachelor or higher degree in finance, business, and/or accounting or 3+ years of accounting experience.
CPA required.
Previous bookkeeping, accounting, or finance experience.
Why Work Here
ReVi offers diverse financial consulting experiences and challenges; however, the pillar ReVi builds on is serving as a sanctuary for ingenuity, creation, and self-expression. We are receptive, find ways to implement your ideas, and acknowledge your efforts. There's a genuineness and openness here. We understand the corporation is for the expansion of the people.
What We Look For
ReVi is seeking a highly motivated and organized professional to lead our tax team. This role requires a balance of technical expertise, client relationship skills, and a passion for helping organizations succeed and thrive. The Senior Associate position offers a combination of in-office and remote work, with occasional travel. ReVi's office is located in Indianapolis, IN.
ReVi is an equal opportunity employer. All aspects of employment, including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
Pay: $63,000.00 - $78,000.00 per year
Benefits:
- 401(k)
- Health insurance
- Life insurance
- Paid time off
Experience:
- Public accounting: 5 years (Preferred)
- Non-profit accounting: 5 years (Preferred)
- Senior leadership: 3 years (Preferred)
License/Certification:
Work Location: Hybrid remote in Indianapolis, IN 46204
