Accounting Specialist-Milwaukee Joint

Milliman is seeking a highly motivated and detail-oriented individual to join our accounting staff as an Accounting Specialist. This professional will be responsible for invoicing clients, reviewing cash receipts, processing accounts payable, and various other accounting related administrative tasks.

Who We Are 

Independent for over 75 years, Milliman delivers market-leading services and solutions to clients worldwide. Today, we are helping companies take on some of the world’s most critical and complex issues, including retirement funding and healthcare financing, risk management and regulatory compliance, data analytics and business transformation.

Job 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

Minimum requirements

• Associate’s degree in accounting, business, or related field of study or a minimum of three years of relevant work experience in accounting or finance field required; four-year Bachelor’s degree preferred
• 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
• Experience with professional services billing operations, with contract compliance preferred
• Any programming (C+, C++, Python, etc) and/or database management experience (SQL, PowerBI, Power Query, etc) preferred

Competencies and Behaviors that Support Success in this Role 

• Resourcefulness, creativity, and initiative – independently and instinctively seeks out information, ideas, and solutions; can develop procedures and solutions from scratch and improve current ones
• Effective communication – clearly communicates (orally and in writing) in a helpful and succinct manner; considers their audience and communicates appropriately
• Exceptional organization – has a natural tendency to bring about order, logic, and effectiveness to procedures and systems; enjoys organizing
• Professionalism – is kind and respectful; extends the benefit of the doubt; is trustworthy and dependable; takes ownership of work and accepts accountability; gives and receives feedback in a humble manner
• Quality and accuracy – naturally pays attention to the big and small details; takes pride in work products
• Balances independence and teamwork – knows when, how, and why to collaborate with others or work alone, depending on the task at hand
• Time management and flexibility – prioritizes work and adapts to changes; is flexible with schedule and availability to accommodate time-sensitive tasks; has “client first” mentality
• Interpersonal skills – interacts professionally and effectively with all levels of staff

The Department/Team

We are a hard-working, fun-loving team. The department manager currently oversees six accounting staff: five full-time billing specialists and one full-time accounts payable specialist.  All team members are functionally cross-trained, and each is generally responsible for training the other. Our