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Accounts Payable Specialist

POSITION SUMMARY

The Accounts Payable Specialist ensures accurate financial records, maintains compliance, and supports accounting operations across multiple functional areas. This role promotes collaboration and a supportive environment where ideas are encouraged, and contributions recognized.

ESSENTIAL JOB FUNCTIONS

Accounts Payable Operations

  • Manage the full accounts payable cycle, including invoice entry , batching, coding, and posting.
  • Ensure invoices are processed accurately, timely, and in accordance with company policies.
  • Perform three-way matching to confirm that invoices align with purchase orders and receipts.
  • Monitor AP aging and ensure timely vendor payments.
  • Review AP transactions, including exception handling.
  • Communicate with vendors to resolve discrepancies and ensure complete documentation.
  • Manage clerical and administrative duties such as document scanning, labeling, and filing.

Engineering / Project Accounting Support

  • Ensure accurate project and job cost coding in accordance with contract requirements.
  • Work closely with Project Managers to resolve invoice discrepancies.
  • Support project cost reporting by ensuring expenses are recorded in the correct accounting period (accrual accounting).
  • Assist with audit support related to project costs and vendor payments.

Compliance and Internal Controls

  • Enforce internal controls to prevent fraud and ensure proper segregation of duties.
  • Review invoices for sales/use tax applicability and proper tax treatment.
  • Distribute sales tax exemption forms to vendors as needed.
  • Maintain accurate vendor records, including W9’s and payment details.
  • Oversee 1099 vendor setup, tracking, and reporting.

Month-End and Reporting

  • Support month-end close by ensuring all invoices are posted, accrued, and reviewed for cutoff.
  • Prepare AP reconciliations (subledger to general ledger).
  • Prepare accounts payable reports and assist with month-end closing activities.

OTHER JOB FUNCTIONS

  • Demonstrate leadership by exemplifying and promoting CASI’s Mission, Vision, and Core Values.
  • Support overall accounting operations while ensuring compliance with company policies and procedures.
  • Collaborate to improve financial reporting systems, workflows, and process efficiencies.
  • Utilize ERP/accounting systems and AP automation tools.
  • Maintain and improve AP-related processes in Excel, including reconciliations and reporting.
  • Partner with IT and Finance on system enhancements and upgrades.

REQUIRED QUALIFICATIONS

Education: Associate’s degree in accounting, or related field from an accredited institution; or equivalent qualifying experience. 

Experience: 5+ years of accounts payable experience.

Required Skills

  • Solid understanding of GAAP with demonstrated practical application.
  • Strong proficiency in Excel (formulas, pivot tables, and data formatting).
  • Strong attention to detail, with a focus on accuracy in financial records and transactions.
  • Strong analytical, critical thinking, and problem-solving abilities.
  • Commitment to fostering a culture of accountability, transparency, and collaboration.
  • Professional judgement and discretion..
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Field Service Technician

POSITION SUMMARY

The Field Service Technician is responsible for providing on-site services to clients. This role involves diagnosing and resolving equipment issues, performing preventive maintenance, and ensuring the optimal functionality of technical systems. The Field Service Technician plays a crucial role in maintaining customer satisfaction by delivering timely and effective solutions, contributing to the overall success of service operations.

ESSENTIAL JOB FUNCTIONS

  1. Champion CASI’s Mission, Vision, and Core Values by demonstrating the behaviors that contribute to CASI’s success.
  2. Travel to client locations to install, troubleshoot, repair, and maintain technical systems and equipment.
  3. Execute routine inspections and preventive maintenance procedures to maximize equipment reliability.
  4. Diagnose complex technical issues and implement effective solutions.
  5. Perform equipment repairs and replacements, ensuring minimal downtime for clients.
  6. Establish and maintain positive relationships with clients, addressing their technical concerns and providing clear explanations of service procedures.
  7. Educate clients on equipment usage, maintenance, and best practices.
  8. Maintain accurate and detailed records of service activities, including service reports, equipment status, and parts used.
  9. Provide comprehensive documentation for troubleshooting procedures and resolutions.
  10. Collaborate with internal teams, including technical support, engineering, and sales, to ensure seamless communication and problem resolution.
  11. Provide feedback to improve product design and service processes.
  12. Respond to emergency service calls promptly and efficiently, ensuring timely resolution of critical issues.
  13. Demonstrate regular attendance and timeliness in reporting to work, meetings, and completing assignments.
  14. Ability to work and interact well with others.

OTHER JOB QUALIFICATIONS

  1. Provide training for junior team members.
  2. Serve as an escalation path for complex issues.

JOB QUALIFICATIONS

Education: Associate degree in related technical field is required. 

Experience: Minimum of 2 years of experience in material handling automation, equipment repair, general maintenance, customer service, or another related field, if degreed. Minimum of 4 years of experience in material handling automation, equipment repair, general maintenance, customer service, or another related field, if non-degreed.

Required Skills

  • Knowledge of electronics, networks, and industrial equipment.
  • Ability to read electrical/mechanical drawings.
  • Strong problem-solving and analytical skills.
  • Excellent communication and interpersonal skills.
  • Ability to work independently and collaboratively in a team environment.
  • Ability to work in a fast-paced environment.
  • Knowledge of electricity/electronics, LAN/WAN networks, Servers, +24VDC, and industrial equipment.
  • Reading repair manuals and consulting with other professionals.

Preferred Skills

  • Forklift certified.
  • Low voltage experience.
  • Familiar with Programmable Logic Controller (PLC) programs and logic.

SPECIAL DEMANDS

  1. Requires regular, extensive travel.
  2. May require occasional weekend and evening work hours.
  3. Bending, twisting, crawling, squatting, climbing, and fitting into tight spaces.
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Sr. Electrical Engineer

POSITION SUMMARY

The Senior Electrical Engineer oversees complex electrical system projects and ensures their integrity and success. This role drives innovation, mentors teams, and plays a pivotal role in strategic planning and project execution within the electrical engineering domain.

ESSENTIAL JOB FUNCTIONS

  • Champion CASI’s Mission, Vision, and Core Values by demonstrating the behaviors that contribute to CASI’s success.
  • Lead complex electrical system projects from inception to deployment.
  • Develop innovative solutions, methodologies, and system standards.
  • Collaborate with stakeholders to define project scopes, budgets, and timelines.
  • Mentor and guide engineers, fostering their professional growth.
  • Demonstrate regular attendance and timeliness in reporting to work, meetings, and completing assignments.
  • Ability to work and interact well with others.

OTHER JOB FUNCTIONS

  • Act as a liaison between the engineering team and clients, addressing technical queries and providing updates on project progress.
  • Identify areas for process improvement, implement new methodologies, and streamline procedures for increased efficiency and productivity.

JOB QUALIFICATIONS

Education: Bachelor degree in engineering or related field. Mechanical engineering is preferred. 

Experience: Minimum of 5 years of applicable engineering experience or equivalent, preferably in a manufacturing environment.

Required Skills

  • Intermediate Microsoft Office skills.
  • Knowledge of ACAD Electrical.
  • Good written and oral communications.
  • Excellent organizational skills.
  • Strong attention to detail.
  • Ability to develop plans, make timely decisions, and set priorities withsense of urgency.
  • Ability to read equipment wiring schematics and create input/output lists from schematics.
  • Familiarity with UL508A, NFPA 79, NEC, and IEC codes and standards.

Preferred Skills

  • Extensive experience in electrical system design and project leadership.
  • Profound expertise in electrical design software, analysis, and industry standards.
  • Proven leadership, strategic planning, and junior development.
  • Extensive knowledge of best safety practices for handling various voltages/currents.
  • Experience in equipment or large-scale automation projects using Allen Bradley, Siemens, GE etc.

SPECIAL DEMANDS

  • Ability to walk, stand and squat to examine and troubleshoot equipment.
  • Ability to handle basic hand tools and diagnostic equipment.
  • Willing to travel. (Up to 10%).
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Technical Sales Representative

POSITION SUMMARY

The Technical Sales Representative will be responsible for identifying, cultivating opportunities to drive growth for the organization. This role involves working with your manager to develop and execute sales plans, bridge the gap between technical products/services and customer needs, combining technical knowledge with sales skills to understand customer requirements, present solutions, and provide pre- and post-sales support by fostering relationships with key stakeholders that contribute to the overall business and sales strategy

ESSENTIAL JOB FUNCTIONS

  • Champion CASI’s Core Values and Mission, Vision, by demonstrating the behaviors that contribute to CASI’s success.
  • Identifying and understanding the technical needs and challenges of potential and existing customers. 
  • Technical Expertise: Possessing a strong understanding of the products or services offered by CASI. 
  • Creating and delivering compelling presentations that explain how CASI’s products or services can solve customer problems. 
  • Provide technical advice and support to customers before they make a purchase, including demos, product demonstrations, and proof-of-concept testing. 
  • Develop and maintain strong relationships with customers to ensure long-term satisfaction and identify new sales opportunities. 
  • Following the defined sales processes, maintaining sales data and use of the CRM platform as defined by the sales process, and working with the sales team and management to identify potential customers, generating leads, and close deals. 
  • Collaborating with engineering, product development, and other internal teams to ensure that customer needs are met. 
  • Negotiating sales deals as required and guidance from your manager as required.
  • Identify and pursue new business opportunities to drive revenue growth.
  • Develop and implement effective sales plan strategies aligned with organizational goals.
  • Conduct market research and analysis to identify trends, competitors, and potential opportunities.
  • Build and maintain strong relationships with clients, partners, and industry influencers.
  • Prepare and deliver compelling presentations to clients and stakeholders.
  • Negotiate and finalize business agreements, contracts, and terms.
  • Provide regular reports and updates on sales activities, progress, and challenges.
  • Stay informed about industry trends, market conditions, and regulatory changes.
  • Represent the organization at industry events, conferences, and networking opportunities.
  • Demonstrate regular attendance and timeliness in reporting to work, meetings, and completing assignments.
  • Ability to work and interact well with others.

JOB QUALIFICATIONS

Education: Bachelor’s degree in business administration, marketing, or another related field. 

Required Experience:

  • Minimum of 5 years of experience in manufacturing industry, sales, advertising, customer experience, or related field, if non-degreed.

Preferred Experience:

1 to 2 years of experience in sales, in advertising, customer experience, or related field, if degreed.

Required Skills

  • Proven experience to learn and collaborate in sales, or a related role.
  • Learn and build a strong understanding of business trends, market dynamics, and competitive landscapes.
  • Excellent communication and negotiation skills.
  • Strategic thinking with the ability to develop and execute effective sales plans.
  • Relationship-building skills to foster partnerships and collaborations.
  • Analytical mindset for market research, data analysis, and decision-making.
  • Results-driven with a focus on achieving and exceeding revenue targets.
  • Adaptability to thrive in a dynamic and fast-paced business environment.
  • Experience with Microsoft suite of office software and the use of CRM software and other business development tools.

Preferred Skills

  • Self-confidence to support persuasion and sales efforts.
  • Thorough understanding of equipment, product, industry, and/or services provided to clients.
  • Passionate about staying current on supply chain and logistics automation trends.
  • Strong understanding of warehouse operations and operational design best-practices (focus on automated solutions).

SPECIAL DEMANDS

  • Frequent travel may be required, up to 50%.
  • Ability to work flexible hours to accommodate different time zones.
  • High level of energy and enthusiasm for business development activities.
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