Junior Staff Accountant

About the role

The Junior Staff Accountant supports the Finance team by performing core accounting tasks, assisting with month-end close activities, and supporting member payment processing and provider refund operations. This role is ideal for an early-career accounting professional who is eager to learn, develop technical skills, and grow within the company.

Responsibilities

• Record, post, and reconcile all payments received from members and providers.
• Review and process member credits and refunds.
• Prepare and process provider refund adjustments.
• Maintain accurate financial records by monitoring provider receivables and following up on outstanding balances to support timely collections.
• Investigate and resolve account discrepancies in partnership with internal teams.
• Aid in the preparation and posting of routine journal entries.
• Maintain supporting documentation for journal entries and account reconciliations.
• Prepare and assist with balance sheet account reconciliations.
• Aid in the preparation and execution of month-end and year-end closing activities.
• Perform other related duties as assigned by the Accounting Manager.

Requirements

• Associate’s or Bachelor’s degree in Accounting, Finance, or related field.
• 0–2 years of Accounting or Finance experience.
• Experience using Microsoft Great Plains (GP) or similar accounting software such as QuickBooks, NetSuite, or SAP.
• Proficiency in Microsoft Excel.

Qualifications

• Detail Oriented: Consistently produces accurate work by carefully reviewing financial data, identifying discrepancies, and ensuring records, reconciliations, and journal entries are complete and reliable.
• Accountable and Reliable: Takes ownership of your work from start to finish, manages deadlines effectively, and ensures commitments are completed accurately and on time.
• Clear and Collaborative Communicator: Communicates clearly and professionally with colleagues across teams to gather information, resolve discrepancies, and ensure financial issues are addressed efficiently. Works well in a team environment, stays responsive when others need input, and is willing to step in and help keep things moving when challenges come up.

Skills

• Strong attention to detail and accuracy.
• Microsoft Excel proficiency.

Benefits

• Medical
• Dental
• Vision
• HSA with company contribution
• 401k/Roth with company match
• 15 days of PTO

Pay

Base salary range: $52,000 – $60,000 annually, depending on experience.

Schedule

This position requires 3 days a week onsite in our Milwaukee, WI office. It is a hybrid work role.