Accounting Project Specialist

WoodmenLife; Omaha (NE); On-site; USD 55,000 - 75,000; Full time

Job summary

WoodmenLife is seeking an Accounting Project Specialist for our Fraternal team in-office at the WoodmenLife Tower in Downtown Omaha. The role centers on operational oversight, project coordination, and data integrity across governance, financials, and member alignment activities.

Collaborate with Accounting, Legal, Tax, and Business Technology to drive improvements, automate workflows, and support organizational objectives.

Qualifications

• Bachelor's degree preferred or equivalent experience.
• Experience with project management or accounting is strongly preferred.
• Experience working with cloud-based workflow software.
• Knowledge of budgeting, audits, and reconciliation preferred.
• Knowledge of the insurance/financial/accounting services industry preferred.
• Experience with Microsoft Office products. Strong emphasis on Microsoft Excel.

Responsibilities

• Research, coordinate, and complete projects assigned.
• Review and edit postcards and other marketing items at the Chapter Level related to updates, meetings, and activities in support of the Community Outreach Advisors.
• Prepare routine correspondences including bank letters and reports as needed for Community Outreach Advisors and Home Office Associates.
• Maintain record of chapter inventory and activity statuses while processing mergers, officer rosters, officer term extensions, sale of properties, and financials.
• Prepare and process Chapter Mergers in accordance with Fraternal procedural documents including membership reassignment.
• Review, approve, and process Chapter officer changes. Make sure changes remain in compliance with Constitutional laws.

Skills

Project management

Accounting

Microsoft Excel

Communication skills

Multitasking

Education

Bachelor's degree preferred

Tools

Microsoft Office

Cloud-based workflow software

Job description

WoodmenLife is looking for an Accounting Project Specialist to join our Fraternal team! This is an in-office position located at the WoodmenLife Tower in Downtown Omaha. We are currently searching for an Accounting Project Specialist to join our Fraternal team. This role delivers comprehensive operational oversight and project coordination within Fraternal Administration, supporting the full lifecycle of chapter governance, financial compliance, and member alignment activities. The position partners cross-functionally with Accounting, Legal, Tax, and Business Technology to execute complex processes, drive system improvements, and ensure data integrity. Additionally, the role contributes to strategic initiatives by advancing workflow automation, process optimization, and scalable operational solutions aligned with organizational objectives.

WoodmenLife is one of the best places to work in Omaha, with more than 135 years of service rooted in purpose and community. Since 1890, WoodmenLife has been dedicated to helping hardworking Americans secure their families' financial futures and leave a lasting legacy. As a purpose driven, not for profit life insurance company, our commitment is to our members and the communities they call home.

As a member of the WoodmenLife family, you’ll join others who share a commitment to family, community, and country. We offer a comprehensive benefits package including health, dental, vision, 401(k), life insurance, and more.

We are looking for someone to:

• Research, coordinate, and complete projects assigned.
• Review and edit postcards and other marketing items at the Chapter Level related to updates, meetings, and activities in support of the Community Outreach Advisors.
• Prepare routine correspondences including bank letters and reports as needed for Community Outreach Advisors and Home Office Associates.
• Maintain record of chapter inventory and activity statuses while processing mergers, officer rosters, officer term extensions, sale of properties, and financials.
• Prepare and process Chapter Mergers in accordance with Fraternal procedural documents including membership reassignment
• Review, approve, and process Chapter officer changes. Make sure changes remain in compliance with Constitutional laws.
• Review, analyze, and compile annual/periodic financial information for audits. Verify accuracy and completeness. Perform appropriate follow-up to investigate and resolve missing reports and inaccuracies.
• Work closely with Tax & Compliance, Accounting, Legal and other departments to ensure proper documentation has been received to process chapter sales, mergers, tax returns, and other items as necessary.
• Assist in planning, developing, writing, and maintaining procedural documents, instructions, and functional specifications for new or modified processes.
• Identifying gaps and make recommendations for improvements.
• Meets expectations for attendance and punctuality in accordance with the expectations established by your supervisor and WoodmenLife policy.
• Performs other duties as assigned by management
• Assist management with upcoming initiatives including the buildout of robust workflow automation systems
• Facilitate recurring strategic meetings with the Application Services team to clarify, and oversee project progress
• Collect and prepare documentation for chapter property sales for Legal, Risk Management, and Mortgage Department.
• Process and fulfill chapter supply orders and manage Chapter Award requests, including customization and distribution
• Validate organization wide deployment maintenance testing to ensure system integrity and end-user functionality across the Member Management System and My Fraternal Web, serving as one of the two trained resources for execution of this function for Fraternal
• Monitor chapter debt and support collection activities as needed
• Process daily membership chapter reassignments and new policy chapter assignments for sales representatives to ensure positive customer experience in compliance with WoodmenLife's equal access policy
• Process Common Bond payments and ensure timely crediting for completed projects
• Work with FNBO resolving signer issues and fielding banking questions.
• Run project reports for National Community Focus. Upload to member website monthly
• Provide feedback and create Business Technology tickets for system upgrades
• Facilitates annual refresher training for Community Outreach Advisors on cloud-based process automation systems and digital form workflows

Essential Job Skills

• Bachelor's degree preferred or equivalent experience.
• Experience with project management or accounting is strongly preferred.
• Experience working with cloud-based workflow software
• Knowledge of budgeting, audits, and reconciliation preferred.
• Knowledge of the insurance/financial/accounting services industry preferred.
• Experience with Microsoft Office products. Strong emphasis on Microsoft Excel.
• Problem solving and analytical skills required.
• Strong interpersonal, verbal and written communication skills required.
• Ability to manage multiple project assignments, deadlines and changing priorities in a team environment.
• Ability to define problems, collect data, establish facts and draw valid conclusion with minimal supervision.
• Ability to maintain a high level of confidentiality.
• Must be able to work independently with minimal intervention from the manager.
• Ability to exhibit negotiation, facilitation, and implementation of change skills.
• The ability to provide seamless, trustworthy, attentive and resourceful (S.T.A.R.) customer service.
• Ability to work in the home office (some remote work may be considered).
• Engages well with others and are passionate about collaboration in a team environment.

As part of WoodmenLife's employment process, candidates will be required to complete a criminal background check, credit check (when required for position), fingerprint check (when required for position), drug screen and reference checks. Any offer of employment will be contingent upon successfully passing the above.

WoodmenLife is welcoming to all regardless of background and beliefs. WoodmenLife respects every associate's unique perspective and contribution. We are committed to creating an environment that values differences, and creates opportunities for growth, leadership and service. This commitment includes providing equal opportunity in recruitment, employment and promotion, training and community outreach. WoodmenLife is also dedicated to strengthening the communities in which its employees live.

APPLICANTS WITH DISABILITIES SHOULD ADVISE THE HUMAN RESOURCES DEPARTMENT AT THE TIME OF APPLICATION IF SPECIAL ACCOMMODATIONS ARE NEEDED.

Woodmen of the World Life Insurance Society (WoodmenLife) is an equal opportunity employer.