Accounting Specialist - Milwaukee Joint jobs in United States
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Milliman · 4 hours ago

Accounting Specialist - Milwaukee Joint

Milliman is an independent company delivering market-leading services and solutions to clients worldwide. They are seeking an Accounting Specialist responsible for invoicing clients, processing accounts payable, and performing various accounting-related administrative tasks.

AnalyticsConsultingInsurTech
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Responsibilities

Review application of cash receipts to client invoices; resolve and investigate any discrepancies
Gather billing instructions from client facing professionals to generate invoices
Learn our general ledger coding and various practice expense polices in order to be able to detail review and process employee expense reports
Monitor for completion of timesheets of other practices
Roll-up monthly timesheets for billing purposes
Understand and generate department and practice reports from our financial statement system
Ensure contract compliance with regard to invoicing, and ensure appropriate linkage between invoices and their respective contract
Assist with submitting invoices to client contacts and via client portals
Perform various departmental clerical tasks as needed (filing, invoice drafting, accounts payable filing, process refunds for client overpayments, etc.)
Contribute to department efficiency by innovating new or different workflows for our internal processes
Have the opportunity to develop and distribute practice and office wide financial reports
Work with the team to maintain various client, employee, and inventory databases
Assist with the development and implementation of both local and firm-wide initiatives and systems
Be expected to learn, but also be willing to make improvement suggestions
Other responsibilities as assigned

Qualification

Accounting principlesElectronic billing softwareMicrosoft ExcelFinancial reportingContract complianceAnalytical aptitudeMicrosoft OfficeProgramming knowledgeDatabase managementProblem-solving skills

Required

Individual(s) must be legally authorized to work in the United States without the need for immigration support or sponsorship from Milliman now or in the future
Associate's degree in accounting, business, finance, or related field of study is required
3 or more years of experience in an accounting or finance department, preferably in a law firm or professional services environment
Working knowledge of electronic time and billing software, programs, and concepts
Basic knowledge of accounting and financial principles
Strong problem-solving and analysis skills
Strong analytical aptitude
Basic working knowledge of all Microsoft Office products
Advanced proficiency with Microsoft Excel

Preferred

four-year Bachelor's degree
Experience with professional services billing operations, with contract compliance
Any programming (C+, C++, Python, etc) and/or database management experience (SQL, PowerBI, Power Query, etc)

Benefits

Medical, Dental and Vision – Coverage for employees, dependents, and domestic partners.
Employee Assistance Program (EAP) – Confidential support for personal and work-related challenges.
401(k) Plan – Includes a company matching program and profit-sharing contributions.
Discretionary Bonus Program – Recognizing employee contributions.
Flexible Spending Accounts (FSA) – Pre-tax savings for dependent care, transportation, and eligible medical expenses.
Paid Time Off (PTO) – Begins accruing on the first day of work. Full-time employees accrue 15 days per year, and employees working less than full-time accrue PTO on a prorated basis.
Holidays – A minimum of 10 observed holidays per year.
Family Building Benefits – Includes adoption and fertility assistance.
Paid Parental Leave – Up to 12 weeks of paid leave for employees who meet eligibility criteria.
Life Insurance & AD&D – 100% of premiums covered by Milliman.
Short-Term and Long-Term Disability – Fully paid by Milliman.

Company

Milliman

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Milliman is a risk management, benefits, and technology firm that offers insurance and retirement services.

Funding

Current Stage
Late Stage

Leadership Team

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Kathy Kalstrup
Chief Operating Officer
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Amy Litton
DC Operations Support Consultant
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Company data provided by crunchbase