Staff Accountant

Job Description:

The Staff Accountant plays a key role in ensuring the accuracy and timeliness of Evergreen’s core accounting processes. This position is responsible for executing recurring accounts receivable and accounts payable tasks with minimal oversight, including cash application, expense review, and invoice processing. In addition, the role provides flexible support for month-end close activities and compliance reporting.

The ideal candidate is highly detail-oriented, organized, and able to manage multiple priorities in a fast-paced environment. They bring strong analytical skills, proficiency with accounting systems, and clear, professional communication. This role requires sound judgment and critical thinking to effectively prioritize competing deadlines while maintaining a high level of accuracy.

The Staff Accountant actively contributes to our culture of belonging, where everyone feels welcome and supported. In addition, this person embraces Evergreen’s goal of being the “Best Place to Work” through building relationships, working collaboratively, and embodying our company’s values (Care Personally, Extend Grace, Be Responsive, Take Ownership, Be Transparent, Innovate).  

This is a hybrid role, requiring the Staff Accountant to be onsite in our Madison office for a minimum of two days per week to support in-person needs.

WHAT YOU’LL DO

Accounts Receivable

• Accurately record client payments and apply to invoices.
• Manage VMS time and expense submissions in Salesforce for invoicing and consultant reimbursements.
• Update VMS invoice status reports and billing events weekly.
• Prepare and distribute customer statements and AR aging reports.
• Support weekly invoicing and collections follow-up with minimal oversight.

Accounts Payable & Credit Card Management

• Assist with corporate credit card reconciliation and follow-up for corrective actions.
• Review and process Home Office/corporate expenses promptly.
• Ensure timely AP invoice entry and payment scheduling.

General Accounting & Month-End Support

• Reconcile processed work by verifying entries and comparing system reports to balances.
• Assist with journal entries and designated reconciliations (bonus accrual, PD fund, WC reclass).
• Support month-end reporting and compliance activities as assigned.
• Manage corporate travel programs: airlines, car rentals, etc.

Process & System Integrity

• Maintain accuracy in financial system.
• Ensure internal and client documentation for accounting processes is current.
• Identify and escalate discrepancies promptly.

General

• Uphold Evergreen’s mission (Create authentic partnerships that improve healthcare) and values (Care Personally, Extend Grace, Be Responsive, Take Ownership, Be Transparent, Innovate)
• Build strong, trust-based relationships across Evergreen and with external partners, embracing radical candor through timely feedback and recognition.
• Communicate clearly and respectfully in meetings, one-on-ones, and day-to-day interactions to drive alignment and shared understanding.
• Contribute beyond your role by serving as a subject matter expert, participating in cross-functional initiatives, and supporting company-wide programs.
• Enable team and organizational growth by supporting colleagues, contributing to hiring and onboarding, and improving processes, policies, and ways of working.

QUALIFICATIONS

Required Qualifications

• Candidate must be local to Madison, WI
• 3+ years of accounting, bookkeeping, accounts payable/receivable, or related financial operations experience.
• Demonstrated experience with accounting or ERP systems; Workday experience preferred.
• Proficiency with Microsoft 365 tools including Excel (VLOOKUP/XLOOKUP, basic formulas, pivot tables), Word, Teams, and Outlook.
• Strong attention to detail with the ability to identify and resolve transactional discrepancies.
• Ability to manage multiple tasks, follow structured processes, and meet deadlines.

• Professional communication skills with the ability to handle confidential information appropriately.
• Strong organizational skills and the ability to prioritize work in a fast‑paced environment.
• Commitment to contributing to a positive, inclusive, and collaborative team culture.

OTHER DUTIES 

Please note this job description is not a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this position. Duties, responsibilities, and activities might change at any time with or without notice.  

PHYSICAL DEMANDS

Prolonged periods sitting at a desk and working on a computer. Must be able to lift no more than 15 pounds at a time.

WORK HOURS

Evergreen’s core working hours are 9AM – 5 PM Central Time, and most of our internal meetings take place during this time frame.

SALARY

$60,000+ depending on experience, in addition to bonus eligibility and a comprehensive benefits package.

Commitment to Diversity, Equity, Inclusion, + Belonging

Evergreen is an equal opportunity employer (EOE) committed to the full inclusion of all qualified individuals. We know our differences enrich our community and our work, and we recruit, develop, and retain talented people from a diverse candidate pool. We are proud supporters of a radically candid culture that values each person’s complex identity and unique contributions to Evergreen. 

We base all employment decisions, including the decision to hire, promote, discipline, or discharge, on merit, performance, and business needs, and do not discriminate based on race, color, religion, gender, gender identity, sexual orientation, age, marital status, mental or physical disability, or other characteristics protected by local, state, or federal law. If you are a qualified person with a disability(s) who needs reasonable accommodation to apply or interview for this position, please contact careers@evergreen.partners.