Senior Accountant - Investments

Overview

The organization is seeking a Senior Accountant to support timely, accurate financial reporting and analysis in alignment with Generally Accepted Accounting Principles (GAAP) and organizational objectives.

• Facility/Work setup: Remote, WI
• Department: Finance
• Schedule: Full time (Monday through Friday, remote)
• Shift: 8 hours (day shifts)
• Weekly hours: 40.00
• Salary range: $27.50 - $44.00

Responsibilities

• Perform investment accounting processes for the organization’s investment portfolio, including:
  • Transaction recording
  • Account reconciliations
  • Income recognition
  • Financial reporting support
• Provide timely and accurate reporting and analysis to support leadership’s financial decisions.
• Handle complex work involving both transactional accounting and multi-faceted financial analysis.
• Identify, analyze, and address detailed financial issues while maintaining an enterprise-wide perspective.
• Understand relationships between all subsidiaries and determine the appropriate level of data for analysis.
• Report findings relevant to the intended audience.
• Manage financial reporting and maintain the general ledger system for assigned entities.
• Demonstrate expert knowledge of financial systems and procedures relevant to the enterprise and its subsidiaries.
• Collaborate with accounting colleagues and cross-functional partners to ensure the integrity of financial information.
• Identify areas for improvement, proactively address issues within scope, and escalate to leadership as needed.
• Recommend new processes and help implement internal controls; modify tools, techniques, and processes as approved by leadership.
• Serve as a project leader and subject matter expert as needed; stay current on emerging professional issues.
• Collaborate with assigned departments and functional areas while keeping leadership informed on projects and initiatives.

Requirements

• Education: Bachelor’s degree in Accounting, Finance, or other Business-related degree with an Accounting minor required. Accounting degree is preferred.
• Experience: At least two years of related work experience, preferably in a healthcare environment.
• Skills:
  • Excellent communication and problem-solving skills
  • Solid understanding of the global accounting system and its applications
  • Ability to organize and prioritize tasks effectively
  • Accuracy and attention to detail
  • Initiative and ability to maintain a high level of energy
  • Professional commitment to continuous learning and development

Preferred Qualifications

• Certified Public Accountant (CPA), Certified Management Accountant (CMA), or other professional certification (desirable but not required).

Compensation & Benefits

• Compensation: Salary range $27.50 - $44.00
• Benefits (for qualifying full-time and part-time employees, based on eligibility):
  • Health insurance, dental insurance, vision insurance
  • Life insurance
  • 401(k) retirement plan
  • Work/life balance benefits
  • Generous time off package

Additional Information

• Drug Free Workplace Policy: an accepted offer will require a drug screen and pre-employment background screening as a condition of employment.
• Equal Employment Opportunity/affirmative action statement applies (EEO/AA Employer M/F/Disability/Vet).

Location

• Remote, WI