SASI, Inc. Staff Accountant: Job Overview, Location, and Employment Details

The job title for this position is Staff Accountant. This role involves managing various financial functions within the company.

This position is located in Elm Grove, Wisconsin. Elm Grove is a suburban area that may offer a community-oriented work environment.

The employment type for this role is part-time. This means that the Staff Accountant will work fewer hours than a full-time employee.

The key responsibilities of the Staff Accountant include managing invoicing, reconciliation, banking activities, and audits. Additionally, the accountant will handle accounts payable, assist in regulatory filings, and produce client statements.

The position requires a minimum of an Associate’s degree in Accounting or Finance, although a Bachelor’s degree is preferred. This educational background is essential for understanding the financial tasks involved in the role.

Proficiency in Microsoft Office, particularly Word and Excel, is required for this position. Familiarity with database-driven accounting software, such as QuickBooks, is also highly preferred.

Applicants must have at least 2 years of relevant experience in accounting. Recent experience in Accounts Payable or Accounts Receivable is specifically required for this role.

Strong verbal and written communication skills are important for this position, especially in a client-facing environment. Additionally, the ability to work independently and collaboratively, along with strong problem-solving skills and attention to detail, are essential.

The Staff Accountant will perform tasks related to daily banking balancing and manage cash flow forecasting. This includes monitoring client banking accounts to ensure adequate funding for provider claims.

The Staff Accountant assists in the preparation of Form 5500 and other regulatory filings to ensure plan compliance. This is crucial for adhering to ERISA and IRS standards.