Accounting & Business Analyst

Milwaukee, WI
Full Time
Accounting
Mid Level

Our Story:
Crisis Prevention Institute Inc. (CPI) is the worldwide leader in evidence-based de-escalation and crisis prevention training and dementia care services. Our programs teach professionals the skills to recognize, prevent, and respond to crises in the workplace. Since 1980, we’ve helped train more than 17 million people within service-oriented industries including education, health care, behavioral health, long-term care, human services, security, corporate, and retail.

At CPI, we are dedicated to changing behaviors and reducing conflict for the Care, Welfare, Safety, and Security of everyone. We believe the power of empathy, meaningful connections, personal safety, and security are the antidotes to fear and anxiety. It’s a philosophy that is central to everything we do, and traces back to our beginning.

As a member of the team, you can expect to:

  • Make a difference through your work – You’ll be proud to tell your family and friends about what you do.
  • Gain significant career experience only obtained within a fast-growing organization – Entry-level roles through executive leadership.
  • Feel fulfilled and have fun – We work hard but make the time to build meaningful relationships and celebrate the wins.

The Role:
The Accounting & Business Analyst provides analytical insights to drive informed business decisions, operates cross-functionally to support the subscription workflow and related project-based activities, and is responsible for supporting core general accounting functions.

What You Get To Do Everyday:

Accounting:
  • Support timely monthly, half-year, and year-end financial close, including assigned journal entries, balance sheet account reconciliations, accruals, and overall maintenance of assigned general ledger accounts; as well as performing trend/variance analysis and providing commentary on assigned accounts.
  • Perform daily and monthly reconciliations of all bank accounts globally, ensuring accuracy, completeness, and timely resolution of variances.
  • Perform various assigned tasks related to the company’s credit card program and expense reporting tool, including reconciling data exports and ensuring completeness and financial accuracy.
  • Prepare and review US sales & use tax filings, foreign GST/VAT tax filings, and prepare related account reconciliations.
  • Research accounting issues for compliance with Generally Accepted Accounting Principles (GAAP) and other regulations.
  • Participate in the annual audit and half-year review, including creating work papers, cross-departmental coordination, monitoring key controls, and creating financial reports, as assigned.
  • Perform various internal audit responsibilities as assigned, including cross-departmental coordination, internal control review and assessment, and identification of areas for improvement.
Finance:
  • Assist with month‑end accruals for Technology Services, Marketing, and other departments by partnering with stakeholders to ensure expenses are accurately captured and reported.
  • Support variance and key performance indicator (KPI) analysis by preparing reports, investigating fluctuations, and escalating insights to Finance team members and partners.
  • Support various cross-functional and cross-departmental projects related to operating efficiency and financial reporting improvements.
  • Assist with various financial and regulatory reporting and compliance requirements.
Subscription:
  • Manage subscription schedules, including creation, modification, and termination, ensuring accuracy in billing, revenue recognition, and system records.
  • Review and process subscription staging table entries, ensuring data accuracy and escalating discrepancies as needed.
  • Collaborate with the Customer Care team and other departments to research and resolve customer inquiries through service ticket workflows.
  • Process mass subscription transactions, ensuring accurate setup, updates, and data integrity across systems.
  • Participate and lead other various subscription-based projects, providing scoping, status, and resolution updates to leadership.
General:
  • Maintain, document, improve, and create processes to increase operating efficiencies.
  • Leverage internal systems to support operational processes and maintain accurate documentation.
  • Participate in the annual budgeting process, as needed.
  • Perform other position-related duties as assigned.

You Need to Have:

  • Associate’s degree in accounting, finance, or related field
  • Two years or more of work experience in accounting or finance
  • Knowledge of accounting and financial processes (financial closure, tax, fixed assets, reporting, etc.)
  • Proficiency with the Microsoft Office suite
  • Ability to multitask, prioritize, and organize efficiently
  • Strong attention to detail
  • Strong analytical and technological skills
  • Excellent written and oral communication skills
  • Accountability for work produced
  • Positive attitude, high-energy
  • Well-developed interpersonal skills

We'd Love to See:

  • Bachelor’s degree in accounting, finance, or related field
  • Audit or public accounting experience
  • Knowledge of  sales tax filings and compliance requirements
  • Experience working with general ledger (GL) software, Microsoft Dynamics Finance & Operations (FO), and Microsoft Suite

What We Offer:

  • Annual company performance bonus
  • Comprehensive benefits package
  • 401k
  • PTO
  • Health & Wellness Days
  • Paid Volunteer Time Off
  • Continuing education and training
  • Hybrid work schedule
  • Paid Parental Leave

Crisis Prevention Institute is an Equal Opportunity Employer that does not discriminate against any applicant or employee on the basis of age, race, color, ethnicity, national origin, citizenship, religion, creed, sex, sexual orientation, gender, gender identity, or expression (including against any individual that is transitioning, has transitioned, or is perceived to be transitioning), marital status or civil partnership/union status, physical or mental disability, medical condition, pregnancy, childbirth, genetic information, military and veteran status, or any other basis prohibited by applicable federal, state, or local law. The Company will consider for employment qualified applicants with criminal histories in a manner consistent with local and federal requirements. Our management team is dedicated to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities, and general treatment during employment.

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