Accounting Specialist

Milwaukee, Wisconsin • Full Time

Posted on Mon, Jun 8, 2026

Role Summary The purpose of this position is to perform daily accounting functions, including general ledger & regulatory filings, financial reporting & analysis, and other responsibilities as needed. A high level of initiative, attention to detail, and analytical skills are necessary. The primary focus of this role is daily operations, general ledger reconciliations, and regulatory filings. Responsibilities: Performs daily operations activities that could include Accounts Receivable, Accounts Payable, and Cash Reconciliations

Assists with the daily cash management with the banks
Assist with balancing cash to transactions
Assists with Voids/Reissues/ACH Returns/NOC (Notice of Change on EFT)
Assist with Check Printing
Assist with Unclaimed Property Filings
Assists with posting payments to the Policy Administration System
Completes requirements for annual audit of organization’s Financial Statements

Qualifications & Skills Post-secondary degree in Accounting, Finance, Business, or Economics or equivalent work experience.

2 years of accounting experience, familiarity with the financial services industry a plus
Excellent oral and written communication skills with high level of professionalism
Self-starter with excellent teamwork skills and an innate sense of urgency
Proficient in Microsoft Office and the ability to learn proprietary software

Position Specific Competencies

Technical Learning: Picks up on technical things quickly; can learn new skills and knowledge; is good at learning new industry, company, product, or technical knowledge; does well in technical courses and seminars.

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