Accounting Assistant - Milwaukee Joint

Milliman; Town of Brookfield (WI); Hybrid; USD 29,000 - 52,000; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Bonus program

PTO

Parental leave

Job summary

Milliman, a leader in actuarial and consulting services, seeks an Accounting Assistant to support billing, accounts payable, data entry, and financial system maintenance. This entry-level role offers opportunities for development within the Accounting Department and exposure to multiple business units.

The ideal candidate is detail-oriented, organized, eager to learn, and interested in developing a long-term career in accounting and financial operations.

Qualifications

• Some college coursework in accounting, business or related field.
• Two-year Associate's degree preferred or actively pursuing completion of an Associate's degree.
• Must be able to work in the Brookfield, Wisconsin office 2-3 days per month.
• Basic knowledge of accounting and financial principles.

Responsibilities

• Review, process, and administer employee expense reports and reimbursements.
• Assist with onboarding/offboarding Finance activities, including system setup and user access.
• Maintain and update client, vendor, employee and account data in financial systems.
• Support accounts payable processing by coding invoices and obtaining approvals.
• Maintain accounting documentation and electronic records.

Skills

Microsoft Excel

Analytical thinking

Time management

Attention to detail

Communication skills

Education

Associate degree or pursuing

Tools

MS Office suite

Time and billing software

Accounting systems

Job description

Individual 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. Milliman is seeking a motivated and detail-oriented individual to join our accounting staff as an Accounting Assistant. This role will be responsible for providing entry level support to multiple business units including billing, accounts payable, financial system maintenance, timesheet review, data entry, and client account administration. The position is designed to support day-to-day operations while creating opportunities for professional development within the Accounting Department. This role is responsible for a variety of recurring transactional processes and works closely with Accounting Specialists, Senior Accounting Specialists, and the Accounting Manager to ensure timely and accurate financial information, client billing support, and compliance with internal procedures. The ideal candidate is detail-oriented, organized, eager to learn, and interested in developing a long-term career in accounting and financial operations.

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, process, and administer employee expense reports and reimbursements in accordance with company policies and general ledger coding requirements.
• Assist with employee onboarding and offboarding Finance related activities, including accounting system setup, updates, and user access administration.
• Maintain and update client, vendor, employee, account, and other organizational data within financial systems and databases, including record changes, vendor setup, and peer-review activities.
• Support accounts payable processing by coding invoices, obtaining required approvals and documentation, and maintaining electronic records.
• Maintain accounting documentation and electronic records, including document organization, filing, scanning, and retention.
• Support compliance with internal controls and accounting procedures while contributing to process documentation, cross-training, system initiatives, special projects, and continuous improvement efforts.
• Prepare routine journal entries and account reconciliations.
• Assist with monthly accounting processes and reporting activities.
• Monitor for completion of timesheets of other practices.
• Assist with management of accounting mail, incoming payments, and check processing.
• Assist with review of application of cash receipts to client invoices; investigate client payment discrepancies and help resolve.
• Respond to routine internal inquiries and requests.
• Gather billing instructions from client facing professionals to generate invoices and assist with submitting invoices to client contacts and via client portals.
• Perform various departmental clerical tasks as needed (invoice data entry, filing, invoice drafting, process refunds for client overpayments, etc.)
• Be expected to learn, but also be willing to make improvement suggestions.
• Other responsibilities as assigned.

Minimum Requirements

• Successful completion of some college coursework in accounting, business or a related field; two-year Associate's degree preferred or actively pursuing completion of an Associate's degree.
• Must be able to work in the Brookfield, Wisconsin office at least 2-3 days per month.
• Basic working knowledge and experience of all Microsoft Office products with an emphasis on Microsoft Excel.
• Basic knowledge of electronic time and billing software, programs, and concepts.
• Basic knowledge of accounting and financial principles.
• Intermediate problem-solving and analysis skills.
• Strong analytical aptitude and critical thinking skills.

Competencies and Behaviors that Support Success in this Role

• Resourcefulness, creativity, and initiative – able to seek out information, ideas, and solutions with guidance; can independently read procedure manuals and ask questions for clarity.
• 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 seven accounting staff: six 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 monthly work-flow ebbs and flows with respect to how busy the practices we serve are. Different practices are busier at different times of the year, but it is usually the middle-to-end of the month when this team is busiest. Collaboration between team members plays an important role in the success of the department. Certain workflows have more interdependence on the team than others, but otherwise, collaboration ensures we can retain flexible scheduling, while also ensuring business continuity.

We are a part of the operational team that supports our office. We partner with the Human Resources and Facilities teams to accomplish things like employee on-boarding, policy drafting and enforcement, and other practice-specific tasks. The accounting team has occasional virtual/in-person social events and enjoys camaraderie when working side-by-side on office wide initiatives.

Within Milliman, our particular work group is a shared-services team. We are responsible for supporting six practices (aka business units). Primarily, this team handles client invoice generation, review of cash application, fixed asset management, processing vendor invoices, and expense reports.

This work group is not client facing, but focused on serving and managing the client-facing professional consultants within the practices we serve. Professional consultants own the client relationships, but we help manage the details with respect to billing, ensuring contract compliance and application of special bill rates, managing the unbilled inventory, and serving as advisors to consultants for inventory management.

Compensation

The overall salary range for this role is $21.00 - $38.00 per hour. For candidates residing in:

• Alaska, California, Connecticut, Illinois, Maryland, Massachusetts, New Jersey, New York City, Pennsylvania, Virginia, Washington, or the District of Columbia the salary range is $24.00 - $38.00.
• All other locations the salary range is $21.00 - $33.00.

A combination of factors will be considered, including, but not limited to, education, relevant work experience, qualifications, skills, certifications, etc.

Location: This is a hybrid position based out of the Milliman office in Brookfield, WI. The candidate hired into this role must be able to work onsite a minimum of 2-3 times per month. This is a non-exempt overtime eligible role. The expected application deadline for this job is December 30, 2026.

Benefits

We offer a comprehensive benefits package designed to support employees’ health, financial security, and well-being. Benefits include:

• 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 11 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.

Equal Opportunity

All qualified applicants will receive consideration for employment, without regard to race, color, religion, sex, sexual orientation, national origin, disability, or status as a protected veteran.