Accountant - A/P Generalist

Job Type


Full-time

Description

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 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!

Think you have what it takes to guard $20 million in disbursements? We're looking for a sharp, detail-obsessed Accounts Payable Specialist who thrives on bringing order to complexity and isn't afraid to ask the tough questions. In this role, you won't just process invoices - you'll be the financial watchdog of our organization, tracking, auditing, and safeguarding every dollar that moves through our AP process. If you're the type who spots a discrepancy before it becomes a problem and takes pride in keeping the books airtight, we want to hear from you.


Summary:
We are looking for a skilled and motivated Accounts Payable Generalist who is ready to put their AP, problem-solving and organizational skills to work! Reporting to the Director of Finance and Accounting, this professional will support the finance and accounting department by processing, tracking, and reporting key revenue and expense data and other financial information, vital to our ongoing operations and success.

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.

• Process accounts payable (AP) and initiating payments;
• Maintain vendor records/contracts and complete annual 1099 reporting;
• Review and complete journal entries on monthly credit card and expense reports to ensure compliance with internal policy;
• Assist in the implementation, maintenance and adherence to internal controls and accounting procedures ensuring compliance with GAAP;
• Respond to requests for information from internal departments;
• Perform accounts receivable (AR) and bank reconciliations, other accounts as assigned;
• Support the finance & accounting team with general accounting duties as assigned;
• May assist with impromptu reporting and special projects when requested;
• This position will also have the opportunity to develop their skills and assist in the automation of the accounts payable, credit card reconciliation, and expense reporting processes.

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

Requirements

Required Education/ Experience:

The International Foundation will always consider candidates with an equivalent combination of education and relevant experience.

• An Associate's degree in Accounting
• A minimum of 2 years of progressive, full-charge A/P experience which should include intake and data entry, vendor maintenance, internal control review of invoices, processing payments, and 1099 reporting.

Minimum Qualifications/Skills:

• Critical and analytical accounting skills; have attention to detail and proven ability to follow standard procedures.
• Strong interpersonal skills with the ability to respectfully follow-up and question A/P submissions
• Strong proficiency with MS Suite, including Outlook and Excel.
• Experience with SmartSheet is strongly preferred, but will train the right candidate.
• General experience and knowledge of Accounting Systems is required. Prior experience with Great Plains is strongly preferred.
• General experience and knowledge of CRM Systems is required. Prior experience with Microsoft Dynamics is helpful.

Travel Requirements:
This position does not expect any travel for work.

Work Environment:


New Finance/Accounting hires are expected to be fully onsite during the training period, which we expect to last up-to 2 months. Then, once fully trained, the incumbent may be permitted to work Optional Remote (as business needs allow) on some Mondays and Fridays throughout the year.

Physical Demands:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.


While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle, or feel; and talk or hear. The employee is occasionally required to stand; walk; reach with hands and arms; and stoop, kneel, or crouch.

The employee must occasionally lift and/or move up to 10 pounds. Specific vision abilities required by this job include close vision, and ability to adjust focus.

The above statements reflect the general details necessary to describe the principal functions of the occupation described and shall not be construed as a detailed description of all the work that may be inherent in the occupation.


PRE-EMPLOYMENT CONTINGENCIES

All at-will offers of employment issued by the International Foundation are contingent upon a successful completion of: background check, employment history verification, education verification (as applicable by position), credit check (as applicable by position), motor vehicle records (MVR) check (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.


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