About Overhead Solutions Group
Overhead Solutions Group is a Forbes-recognized CPA firm serving nonprofit organizations, grant-funded entities, and mission-driven businesses. We help our clients strengthen their accounting systems, prepare for audits, meet grant and compliance requirements, and produce financial information they can use.
We are a small firm, so the work here is not narrow. People own their projects, work directly with clients, and see how a whole engagement fits together.
We hire and promote against five values: Excellence, Accountability, Integrity, Preparedness, and Impact.
The Role
We're looking for an accounting or finance student who wants hands-on bookkeeping and audit experience. You'll spend most of your time on-site with clients in and around Waukegan. You'll organize their financial records, reconcile accounts, and help get their books ready for close and audit. You'll report to [Supervisor name] and check in regularly with our accounting team.
What You'll Do
- Travel to client sites, mostly in Waukegan and Lake County
- Collect, scan, and upload receipts, invoices, and statements
- Attach supporting documents to transactions in the accounting system
- Find missing documentation and follow up with clients to get it
- Reconcile bank, credit card, and other balance sheet accounts
- Research and resolve reconciliation differences
- Review transactions for proper documentation and coding
- Help with month-end and year-end close
- Prepare schedules and documents requested by auditors
- Keep electronic accounting and audit files organized
- Keep the OSG team updated on the status of your work
What You'll Learn
- QuickBooks Online and other cloud accounting systems
- Bank and credit card reconciliations
- Month-end and year-end close
- Documentation standards and audit preparation
- Nonprofit and small business accounting
- Working directly with clients
- This internship is a good fit if you're aiming for a staff accountant, audit associate, or client accounting role after graduation.
What You Need
- Currently pursuing a degree in accounting, finance, business administration, or a related field
- Completed or currently taking introductory accounting
- Strong organization and attention to detail
- Comfortable handling confidential financial records
- Able to work independently and follow set procedures
- Clear written and verbal communication
Basic Excel or Google Sheets skills
- Reliable transportation to client sites in the Waukegan and Chicago area
- Nice to Have
- Bookkeeping, accounting, or administrative experience
- QuickBooks Online experience
- Familiarity with bank and credit card reconciliations
- Interest in nonprofit accounting, audit, or public accounting
Job description provided by Overhead Solutions Group.
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