Staff Accountant

International Foundation of Employee Benefit Plans (IFEBP) · Brookfield, WI · 2 days ago

Full-time

About the role

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. 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.

Responsibilities

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.

Requirements

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.
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.
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.
Effective 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.
Exceptional multitasking and adeptness in prioritizing tasks effectively.
Proactive approach to identifying process improvements and implementing solutions.

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 be 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

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.