Staff Accountant

ABOUT US:

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.

PERKS & BENEFITS:

Our incredible benefits package includes a 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) and more! Our retirement plan includes a defined benefit (pension) plan AND a non-elective (company-paid) 401(k) contribution AND a 401(k) matching contribution.

Unique organizational perks include free Milwaukee County Zoo passes, an on-site fitness center with yoga, stretch, and strength training classes, mindfulness sessions, a bocce league, game nights, and even a cribbage club, to name a few!

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.

Essential Duties and Responsibilities

This Position Description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

• 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.

Supervisory Responsibilities:

No formal supervisory responsibilities; however, incumbent may be required to train/mentor more junior staff members.