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Accountant, EDI
Job Location:
Job Location:
Milwaukee, WI - USA
Monthly Salary:
Not provided by the employer
Monthly Salary:
Posted:
27 June 2026 (30+ days ago)
Posted:
Application Deadline:
26 October 2026
Application Deadline:
Vacancies:
1 Vacancy
Vacancies:
Job Summary
Accountant
CLIENT ASSOCIATION(s): All Clients
POSITION REPORTS TO: Director of Finance
DIRECT REPORTS: None
EMPLOYEE STATUS: Exempt Full-time (Minimum of 37.5 hours/week)
ROLE TYPE/LEVEL: Mid-Level Non-Supervisory
COMPANY OVERVIEW:
Executive Director Inc. (EDI) is a leading association management company providing counsel and management for nearly 40 national and global medical health scientific associations and certifying bodies. Founded in 1962 our experience is key to the success of our clients. Our ability to translate depth of knowledge into client success has led to EDI managing a portfolio of clientsranging in size from 200 to 21000 members and certificants and growing. Client budgets range from $250000 to multiple clients with annual budgets in excess of $10 million dollars. Learn more here: OVERVIEW:
The EDI Accounting Department provides comprehensive accounting and financial management services to EDIs clients. The department serves as a trusted financial partner supporting clients with the day-to-day accounting functions that keep their organizations running and in good financial standing. The department manages a full range of accounting services on behalf of clients including accounts payable and receivable bank reconciliations financial statement preparation audit support and reporting.
The EDI Accounting Department provides comprehensive accounting and financial management services to EDIs clients. The department serves as a trusted financial partner supporting clients with the day-to-day accounting functions that keep their organizations running and in good financial standing. The department manages a full range of accounting services on behalf of clients including accounts payable and receivable bank reconciliations financial statement preparation audit support and reporting.
JOB OVERVIEW:
The accountant performs multiple services and duties in support of all financial aspects of the non-profit associations managed by EDI. These services include preparing reviewing and reporting financial statements to the clients in a timely manner. The accountant also performs various duties and tasks to provide constructive information and support to other support services departments of EDI.
POSITION RESPONSIBILITIES (minimum of 37.5 hours/week):
- Enter monthly financial information for assigned client accounts in accounting software.
- Reconcile monthly bank and investment statements for assigned client accounts.
- Prepare monthly financial statements and reports for assigned client accounts.
- Organize prepare and assist with client annual audits and form 990 tax returns with external auditors in addition to assisting with preparation of annual 1099 forms for assigned clients.
- Oversight of credit card payment processing for assigned clients.
- Review client invoices for accuracy in addition to entering invoices into the system and assist with payment approval process.
- Liaison to Client Executives and client Board of Directors in all financial matters related to assigned clients.
- Reconcile accounting ledgers to iMIS database reports
- Other accounting duties and special projects as assigned.
SKILLS AND QUALIFICATIONS:
Proficiency in Excel and Access along with experience in accounting software packages required. Must be organized detail oriented and have strong verbal and written communication skills.
EDUCATION/EXPERIENCE:
The ideal candidate will have a bachelors degree in accounting or a combination of associates degree skills and experience. Experience in non-profit accounting is a plus.
TRAVEL REQUIRED:
Minimal
WORK ENVIRONMENT:
This is a full-time position located in our office in downtown Milwaukee WI and a minimum of two days onsite in the office (including Wednesday as an all-staff-in-office day) are a requirement for the role.
PHYSICAL REQUIREMENTS: (lifting packaging etc.)
Minimal lifting required.
ADDITIONAL INFORMATION:
Additional hours may be required during year-end close and audit preparation. This is generally from January-March.
About Company
EDI is the second largest association management company in the U.S., providing professional services for national and international medical, certification, and scientific associations.
