- Prepares journal entries, reconciliations, and analysis under the direction of the senior accountants.
- Supports monthly accrual estimates for educational programs, board & committee meetings, and other.
- Analyzes impact of foreign exchange on operations and prepares allocation on the balance sheet and income statement.
- Maintains fixed asset database for all organizations.
- Supports completion of general ledger and financial statements for sub-company(s).
- Performs routine internal control audits of accounts payables, speaker and board reimbursements, staff expense and credit card reports.
- Provides technical accounting support to other staff accountants.
- Supports the department in the development of the annual budget.
- Prepares workpapers and documentation requests for the annual audits and tax filings.
- Makes process improvement recommendations.
- A Bachelor's degree in Accounting is required.
- A minimum of three (3) years' experience in a similar field is required.
- Prior experience in budgeting, forecasting, supporting audits, and understanding of the impact of foreign exchange is preferred but not required.
- Excellent computer skills, including Microsoft Office Suite, especially Excel.
- General knowledge of CRM and Accounting Systems. Prior experience with Microsoft Dynamics and Great Plains is helpful, but not required.
- Showcase excellent analytical and problem-solving skills.
- Meticulous organization skills, attention to detail and accuracy in data entry and analysis.
- Capable of both independent work and collaboration within a team environment.
- Communicate effectively, displaying proficiency in both written and verbal communication.
- Thorough knowledge of internal controls and audit procedures.
- Familiarity with fixed asset accounting and maintenance.
- Experience in preparing journal entries, reconciliations, and financial analysis.
- Exhibit exceptional multitasking and adeptness in prioritizing tasks effectively.
- Proactive approach to identifying process improvements and implementing solutions.
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Staff Accountant - Brookfield, United States - International Foundation of Employee Benefit Plans
2 weeks ago
Description
Job Type
Full-time
Description
Summary:
General Ledger Staff Accountant is responsible for supporting and assisting the senior accountants in accounting operations, maintaining general ledger and coordinating accounts within the CRM (customer database) system.
Essential Duties and Responsibilities
This Position Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
No formal supervisory responsibilities; however, incumbent may be required to train/mentor more junior staff members.
Requirements
Required Education/ Experience:
Minimum Qualifications/Skills:
There is no anticipated required travel for this position; but if there was, it would only be up to 5% of the time.
Hybrid Work Environment:
This position is expected to work from our corporate headquarters office in Brookfield, WI. This is an environment with typical office conditions, including lighting, noise, seating and equipment.
New hires are expected to be fully onsite during the training period. Then, once fully trained, the Foundation operates on a 60/40 Hybrid schedule; with 60% being onsite at our headquarters in Brookfield (Tuesdays, Wednesdays, and Thursdays); and up-to 40% being optionally remote (Mondays and Fridays) and as business needs allow.
Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, or crouch
The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.
The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all the work that may be inherent in the occupation.
COMPENSATION, PERKS & BENEFITS:
Our incredible benefits package includes a comprehensive medical plan, vision plan, dental plan, long term disability, short term disability, paid vacation, sick and paid holidays. Our retirement plan includes a defined benefit (pension) plan AND a non-elective company 401(k) contribution AND a 401(k) matching contribution. Unique organizational perks include on-site fitness center with yoga and strength training classes, mindfulness sessions, a bocce league, softball team, and even a cribbage club to name a few
ABOUT US:
The International Foundation of Employee Benefit Plans is North America's largest membership organization for those who work with employee benefit plans. The Foundation's employees make a HUGE impact on the livelihoods of millions of workers across the U.S. and Canada because of the work we do in providing education and research to the benefits community. Employees enjoy an outstanding benefits package, unique employee perks, creative and caring co-workers-all within a family-friendly workplace. Speaking of workplaces, the Foundation is tucked into a 15-acre wooded slice of nature in the heart of Brookfield. We're small enough for you to have ongoing, meaningful impact on the organization but big enough to make international news. Visit us at or connect with us on the socials.
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