Staff Accountant

Fresno Summit Advisors•Milwaukee, WI

3d•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 processes, 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, detail-oriented, proactive in problem-solving, committed to accuracy, and able to manage multiple priorities in a fast-paced environment while working independently and collaborating with internal teams and external stakeholders. The position reports directly to the Accounting Manager and follows a hybrid schedule requiring three days per week onsite at the Milwaukee office. It is primarily performed in a professional office environment and typically involves desk work using a computer, phone, and other standard office equipment. Regular communication with colleagues and stakeholders occurs by phone, video, and written channels; the role may also involve occasional movement around the office. Additional hours may occasionally be required to support key projects or business needs.

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.
Strong attention to detail and ability to review financial data, identify discrepancies, and ensure records, reconciliations, and journal entries are complete and reliable.
Ability to take ownership of work, manage deadlines, and complete commitments accurately and on time.
Clear and professional communication skills and ability to collaborate across teams to gather information and resolve discrepancies.
Ability to work independently, manage multiple priorities, and contribute in a team environment.

Responsibilities

Perform accurate and timely account reconciliations.
Prepare accurate and timely journal entries.
Provide monthly detail to the Accounting Manager for journal entries.
Process accounts payable documentation accurately and on time.
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.
Help streamline work processes, foster a positive work environment, and cooperate with others to provide quality customer service.
Perform other accounting, financial, or administrative tasks and projects as assigned.
Perform other duties as assigned.