Staff Accountant

International Foundation of Employee Benefit PlansBrookfield, WI
Hybrid

About The Position

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. 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.

Requirements

  • 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.
  • 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.
  • 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.

Nice To Haves

  • CPA candidate optional.
  • Prior experience in budgeting, forecasting, supporting audits, and understanding of the impact of foreign exchange is preferred.
  • Prior experience with Microsoft Dynamics and Great Plains is helpful, but not required.

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.

Benefits

  • 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)
  • defined benefit (pension) plan
  • non-elective (company-paid) 401(k) contribution
  • 401(k) matching contribution
  • free Milwaukee County Zoo passes
  • on-site fitness center with yoga, stretch, and strength training classes
  • mindfulness sessions
  • bocce league
  • game nights
  • cribbage club
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