Senior Staff Accountant

Location: Madison, WI

Full-time 1.0 FTE (40 hours/week) | Monday-Friday | Hybrid

Make a lasting impact with Agrace

Join Agrace, a nationally recognized nonprofit leader in hospice and palliative care. If you are looking for a role that helps support meaningful, patient-centered care, this is your opportunity to make a difference!

How You’ll Make a Difference (Essential Functions)

The Senior Staff Accountant is responsible for the preparation of complex journal entries, account reconciliations for the monthly general ledger closing cycle, not for profit Foundation reporting, and capital budget reporting. This position is also heavily involved in the annual audit and 990 tax return preparation.

Key Responsibilities

Regulatory Month, Quarter and Year-End Reporting

• Prepare and post advanced month-end journal entries (i.e. prepaid expenses, intercompany transactions, fixed assets, etc.)
• Reconcile complex general ledger accounts; research and clear outstanding reconciling items.
• Prepare A/P accrual journal entry of outstanding invoices received, expected invoices, and recurring charges as basis for accrual.
• Prepare assigned schedules and provide supporting documents for the annual audit, 990 tax return.
• Research and respond to requests for financial information and statistics from management and outside agencies.
• Generate, review, and file annual 1099 forms per deadlines.
• Prepare and file state sales tax returns on a monthly basis.
  
  
  

Financial Reporting and Advisement

• Serve as a resource to finance staff and other internal departments as necessary, and work toward continuous improvement of organization's internal controls
• Ensures the accurate tracking, capitalization, and reporting of an organization's capital assets, including fixed assets, by managing the fixed asset register, overseeing depreciation and amortization, performing reconciliations, and ensuring compliance with accounting standards like GAAP.
• managing the entire lease lifecycle, ensuring compliance with lease accounting standards (like ASC 842 or IFRS 16), performing detailed account reconciliations for lease assets and liabilities, and preparing accurate financial reports and disclosures
• Identify issues as they relate to process improvement and customer satisfaction; analyze root cause of the issue and make recommendations for improvements
• Continually maintain and enhance knowledge of automated systems, as well as nonprofit, health care, and hospice policies, procedures, best practices, and regulations
• Identify and recommend solutions to modify processes or systems related to financial reporting
  
  
  

Donation Oversight

• Facilitate all monitoring, analyzing, and reporting related to donations
• Prepare and post Raisers Edge activity in the general ledger, and ensure Raisers Edge is reconciled to the general ledger on a monthly basis
• In collaboration with Foundation staff, ensure system reporting is accurate and consistent, and review stock reports to ensure stock donations are correctly recorded in the general ledger
• Monitor CRATs, CGAs, and assets held at community foundations in addition to in-kind donations, and record activity in the general ledger and ensures the supporting documentation is received
  
  
  

Project Accounting

• Serves as backup support for Accounts Receivable (AR) and Accounts Payable (AP) functions.
• Serve as Project Accounting system administrator for the Finance Department
• Lead all aspects of project set up in Acumatica, maintain the capital budget report, and prepare Foundation special event reports
  
  
  

Other Duties

• Participate in ongoing training related to software upgrades and regulatory changes.
• Identify and recommend solutions to improve financial reporting processes or systems.
• Participate in internal work groups, meetings and committees relative to position responsibilities.
• Maintain current written procedures for areas of responsibility.
• Ensure compliance with Agrace policies and protocols, state, federal, and other regulations.
  
  
  

The above are not to be construed as exclusive or all-inclusive. Other duties may be required as assigned.

You Bring (Qualifications)

• Bachelor’s Degree in Finance or Accounting, or equivalent combination of education and work experience
• 5-7 years’ experience in general accounting including financial reporting and analysis, preparation of general ledger entries, and reconciling general ledger accounts required
• Accounting software package experience, required
• Advanced Microsoft Office Suite skills, specifically pertaining to Excel
• Ability to work effectively and cooperatively with others and communicate effectively verbally and in writing
• Strong analytical and problem-solving skills with the ability to resolve complex accounting issues and improve financial processes.
• Strong interpersonal and communication skills, with the ability to collaborate across diverse teams and explain financial concepts clearly.
• Experience using industry specific software
• Ability to demonstrate exceptional theoretical and practical knowledge of generally accepted accounting principles and auditing standards and best practices
• Ability to think creatively and develop recommendations to improve the effectiveness and efficiency of processes
• Ability to work effectively with management, auditors and examiners, consultants, staff, volunteers, patients and families, and the general public
• Ability to communicate financial/business/technical information to all levels of the organization
• Ability to be flexible in time and task to meet organizational needs and deadlines
• Ability to maintain confidentiality about patients, families, caregivers, staff, donors, and organizational intellectual property.
• Ability to use proper body mechanics and standard precautions
  
  
  

Benefits

• Competitive pay with free parking
• Health, dental, and vision insurance for employees who are hired for 28 hours per week (.7 FTE )
• Retirement plans with employer matching
• Generous Paid Time Off (PTO) and holiday paid time off
• Comprehensive onboarding, mentorship, and career development
  
  
  

At Agrace we are strengthened by the unique experiences, cultures and traditions of our staff, patients and clients.

Together, we pursue a vision in which every Agrace staff member is treated fairly, and every patient and client experiences the respectful, individualized care they need and deserve.

We foster a culture of belonging that celebrates people’s uniqueness and leads to meaningful, empathetic connections.

Agrace Heatlh, INC. is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity, status as a veteran, and basis of disability or any other federal, state or local protected class.