Staff Accountant

Fresno Summit Advisors•Milwaukee, WI

5d•$64,000 - $70,000•Hybrid

About The Position

The Staff Accountant supports the Finance team by completing day-to-day accounting activities, performing account reconciliations, assisting with month-end close, and supporting member payment processing and provider refund operations. The role helps maintain accurate financial records, analyze financial data, identify discrepancies, and improve the efficiency and accuracy of accounting processes. The ideal candidate is organized, analytical, and detail-oriented, with a strong understanding of accounting principles. They can work independently, collaborate with internal teams and external stakeholders, solve problems proactively, maintain accuracy, and manage multiple priorities in a fast-paced environment. The role reports directly to the Accounting Manager and follows a hybrid schedule with three days per week onsite in the Milwaukee office.

Requirements

Bachelor’s degree in Accounting, Finance, or a related field.
2–4 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.

Responsibilities

Perform accurate and timely account reconciliations.
Prepare accurate and timely journal entries.
Provide monthly detail to the Accounting Manager for journal entries.
Process accurate and timely accounts payable documentation.
Investigate and resolve accounts payable inquiries and problems.
Use Microsoft Excel to input, compile, organize, manipulate, and extract data; prepare, monitor, and manage spreadsheets; and assist with budget and forecast preparation.
Maintain fixed asset and associated depreciation schedules.
Assist the Accounting Manager in tracking and maintaining company insurance policies.
Complete and maintain required paperwork, records, and documentation.
Document and evaluate current procedures.
Maintain technical competency and stay current with changes in the accounting industry.
Streamline work processes and work cooperatively with others to provide quality, seamless customer service.
Take on other accounting, financial, or administrative tasks and projects as assigned.