Accounting & Business Analyst

Crisis Prevention Institute•Milwaukee, WI

8d•Hybrid

About The Position

The Accounting & Business Analyst provides analytical insights to drive informed business decisions, operates cross-functionally to support the subscription workflow and related project-based activities, and is responsible for supporting core general accounting functions.

Requirements

Associate’s degree in accounting, finance, or related field
Two years or more of work experience in accounting or finance
Knowledge of accounting and financial processes (financial closure, tax, fixed assets, reporting, etc.)
Proficiency with the Microsoft Office suite
Ability to multitask, prioritize, and organize efficiently
Strong attention to detail
Strong analytical and technological skills
Excellent written and oral communication skills
Accountability for work produced
Positive attitude, high-energy
Well-developed interpersonal skills

Nice To Haves

Bachelor’s degree in accounting, finance, or related field
Audit or public accounting experience
Knowledge of sales tax filings and compliance requirements
Experience working with general ledger (GL) software, Microsoft Dynamics Finance & Operations (FO), and Microsoft Suite

Responsibilities

Support timely monthly, half-year, and year-end financial close, including assigned journal entries, balance sheet account reconciliations, accruals, and overall maintenance of assigned general ledger accounts; as well as performing trend/variance analysis and providing commentary on assigned accounts.
Perform daily and monthly reconciliations of all bank accounts globally, ensuring accuracy, completeness, and timely resolution of variances.
Perform various assigned tasks related to the company’s credit card program and expense reporting tool, including reconciling data exports and ensuring completeness and financial accuracy.
Prepare and review US sales & use tax filings, foreign GST/VAT tax filings, and prepare related account reconciliations.
Research accounting issues for compliance with Generally Accepted Accounting Principles (GAAP) and other regulations.
Participate in the annual audit and half-year review, including creating work papers, cross-departmental coordination, monitoring key controls, and creating financial reports, as assigned.
Perform various internal audit responsibilities as assigned, including cross-departmental coordination, internal control review and assessment, and identification of areas for improvement.
Assist with month‑end accruals for Technology Services, Marketing, and other departments by partnering with stakeholders to ensure expenses are accurately captured and reported.
Support variance and key performance indicator (KPI) analysis by preparing reports, investigating fluctuations, and escalating insights to Finance team members and partners.
Support various cross-functional and cross-departmental projects related to operating efficiency and financial reporting improvements.
Assist with various financial and regulatory reporting and compliance requirements.
Manage subscription schedules, including creation, modification, and termination, ensuring accuracy in billing, revenue recognition, and system records.
Review and process subscription staging table entries, ensuring data accuracy and escalating discrepancies as needed.
Collaborate with the Customer Care team and other departments to research and resolve customer inquiries through service ticket workflows.
Process mass subscription transactions, ensuring accurate setup, updates, and data integrity across systems.
Participate and lead other various subscription-based projects, providing scoping, status, and resolution updates to leadership.
Maintain, document, improve, and create processes to increase operating efficiencies.
Leverage internal systems to support operational processes and maintain accurate documentation.
Participate in the annual budgeting process, as needed.
Perform other position-related duties as assigned.