Staff Accountant

Description

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 www.ifebp.org or connect with us on the socials.

PERKS & BENEFITS:

Our incredible benefits package includes a comprehensive and affordable medical plan (which includes 24/7 Teledoc), vision plan, dental plan, FSA (medical and dependent care), Employee Assistance Program (EAP), long term disability, short term disability, ample PTO (vacation, sick, holidays, floating holidays) and more! Our retirement plan includes a defined benefit (pension) plan AND a non-elective (company-paid) 401(k) contribution AND a 401(k) matching contribution.

Unique organizational perks include free Milwaukee County Zoo passes, an on-site fitness center with yoga, stretch, and strength training classes, mindfulness sessions, a bocce league, game nights, and even a cribbage club, to name a few!

Summary:

General Ledger Staff Accountant, responsible for supporting and assisting senior accountants and director in accounting operations, maintaining general ledger and coordinating accounts within the CRM 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.

• Prepares journal entries, reconciliations, and analysis under the direction of the senior accountants and director.
• 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.
• Prepares monthly foreign currency exchange and CPI data/reports.
• 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 to ensure compliance with policy and tax law requirements .
• Supports the department in the development of the annual budget.
• Prepares workpapers and documentation requests for the annual audits and tax filings.
• Maintains records retention for department per compliance requirements. Responsible to properly archive significant and mandatory financial documentation for the Foundation.
• Makes process improvement recommendations.
• As needed, supports the accounts payable (A/P) and reimbursements functions with workload, records maintenance, analysis of records, etc.

Supervisory Responsibilities:

No formal supervisory responsibilities; however, incumbent may be required to train/mentor more junior staff members.

Requirements

Required Education/ Experience:

The International Foundation will always consider candidates with an equivalent combination of education and relevant experience.

• A Bachelor’s degree in Accounting is required, CPA candidate optional.
• Minimum of one (1) year of experience in accounting required; 2+ years preferred.
• Prior experience in budgeting, forecasting, supporting audits, and understanding of the impact of foreign exchange is preferred.

Minimum Qualifications/Skills:

• 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.

Travel Requirements:

There is no anticipated required travel for this position; but if there was, it would only be up to 5% of the time.

Work Environment:

This position is expected to work from our corporate headquarters office in Brookfield, WI, Monday through Friday of each week. This is an office environment with typical office conditions, including lighting, noise, seating and equipment. Following a successful training period (and pending each individual's ability to effectively work from an appropriately-equipped home office, per the terms of the Hybrid Work Policy) incumbents may permitted to work remotely on Mondays and Fridays, as business needs allow, in up-to a 60/40 (onsite/remote) hybrid schedule. The Foundation reserves the right to modify or discontinue the current hybrid schedule at any time as business needs dictate.

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 10-50 pounds (i.e. a case of printer paper). 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.

PRE-EMPLOYMENT CONTINGENCIES

All at-will offers of employment issued by the International Foundation are contingent upon a successful completion of: Credit history and records check (for all accounting & finance related roles), background check, employment history verification, education verification (as applicable by position), 3-5 professional references, and completion of the Federal I-9 and E-Verify process to demonstrate eligibility to work for the IFEBP.

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