Senior Accountant

ADVENT•Wauwatosa, WI
•$82,000 - $96,000•Hybrid

About The Position

The Senior Accountant performs monthly close and reporting activities, works with other departments to accurately record accounting transactions, and supports budgeting, audits, and financial management. The role contributes to the development of accounting systems, policies, and procedures. It is a hybrid position requiring at least two days in the office each week; training takes place onsite Monday through Friday.

Requirements

  • Five years of accounting experience.
  • Bachelor’s degree in accounting or finance.
  • Solid understanding of GAAP principles.
  • Advanced Excel skills, including pivot tables, macros, and advanced formulas and functions.
  • High attention to detail, critical thinking, problem-solving, and analytical skills, with the ability to work independently, draw conclusions from available information, and present conclusions effectively.
  • Strong organizational skills and the ability to prioritize, stay focused, work independently to meet internal and external deadlines, and produce consistently high-quality work.
  • Strong communication skills, critical listening, and the ability to interact with individuals at all levels of the organization.
  • Ability to contribute to a team, show initiative, exercise judgment, and adapt to change.

Nice To Haves

  • Healthcare and/or public accounting experience.
  • CPA.

Responsibilities

  • Perform monthly closing procedures, including preparing and reviewing journal entries, account reconciliations, and supporting schedules.
  • Work with other departments to accurately record payroll and benefits expenses, inventory, fixed assets, and other accounting topics; create and maintain related supporting schedules.
  • Review monthly financial results and provide insight to support monitoring of results, including budget and forecast variances.
  • Prepare month-end financial reports, including financial statements, clinic analysis, and supporting schedules.
  • Prepare financial information for monthly management and board meetings.
  • Assist with preparing supporting schedules for the annual budgeting process.
  • Assist with annual financial audit preparation.
  • Assist with the 401(k) Plan audit and partner with HR on the plan’s financial management, including contribution calculations and review of Form 5500 filings.
  • Contribute to the development of new or amended accounting systems, policies, and procedures.

Benefits

  • 22 days of PTO, prorated in the first year based on start date.
  • Holiday pay.
  • Medical, dental, and vision insurance.
  • Generous employer-paid HRA account.
  • 401(k) contribution.
  • Hybrid work model with a minimum of two days in the office weekly; training takes place onsite Monday through Friday.
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