Accounting Specialist II

Employee Benefits Corporation; Town of Middleton (WI); Hybrid; USD 45,000 - 65,000; Full time

Benefits offered by this job

Flexible work options

Employee ownership

Competitive pay & benefits

Job summary

Employee Benefits Corporation is seeking an Accounting Specialist II to review, reconcile, and post employer benefit plan payments, including fees, funding, and repayments. The role supports client accounts, refunds, and inquiries while upholding internal controls.

The position requires 2+ years in accounting, an associate degree or equivalent experience, strong Excel skills, and clear communication. This hybrid role expects one in-office day weekly in Middleton, WI and offers competitive pay

Qualifications

• Associate's degree in Accounting or related field or two years of relevant experience.
• Minimum 2 years accounting experience in a professional office.
• Knowledge of basic accounting and internal control principles.
• Strong verbal and written communication and business acumen.
• Detail oriented with strong critical thinking and multitasking ability.
• Proficient with Microsoft Excel (formulas, data validation, analysis).
• Proficient with Microsoft Word and Outlook.
• Comfort with evolving technology and AI-enabled systems.
• Access to reliable transportation and ability to work in office at least one day a week.

Responsibilities

• Review, code, reconcile and post client funding and fee payments in administration system in a timely and accurate manner.
• Research and resolve duplicate payments and other discrepancies, using available system tools and exception reports to identify root causes and trends, contacting the clients when appropriate.
• Reconcile client benefit plan accounts and prepare refund requests for overpayments, repayments, and medical excess funding with high attention to detail.
• Research and follow up with clients on outstanding funding invoices.
• Update and audit client bank account information.
• Review payroll variance files and system generated exception reports, sending follow up tasks as needed.

Skills

Accounting knowledge

Excel proficiency

Attention to detail

Multitasking ability

Verbal and written communication

Education

Associate's degree in Accounting or related field

Tools

Microsoft Word

Microsoft Outlook

Job description

About the Role

Employee Benefits Corporation is hiring for a Accounting Specialist II . The Accounting Specialist II is responsible for reviewing, reconciling, and posting employer benefit plan payments, which include plan administration fees, employer plan funding and participant plan repayments. Additionally, this position is responsible for reconciling benefit plan accounts, preparing plan refunds and responding to internal customer service inquires and requests.

Location

You can work from our Middleton, WI office, Hybrid, 1 day a week required in office.

Who We Are

Employee Benefits Corporation (EBC) is a trusted, national third-party administrator with decades of experience delivering consumer-driven benefit solutions. We combine deep industry expertise and exemplary service with a bold vision for the future-where technology is thoughtfully applied to enable an intuitive user experience and elevate how consumers engage with their benefits.

What You'll Do

• Review, code, reconcile and post client funding and fee payments in administration system in a timely and accurate manner
• Research and resolve duplicate payments and other discrepancies, using available system tools and exception reports to identify root causes and trends, contacting the clients when appropriate
• Reconcile client benefit plan accounts and prepare refund requests for overpayments, repayments, and medical excess funding with high attention to detail
• Research and follow up with clients on outstanding funding invoices
• Update and audit client bank account information
• Review payroll variance files and system generated exception reports, sending follow up tasks as needed

What You Bring

• Associate's degree in Accounting, Business or related field; may be substituted with two years relevant experience
• Minimum 2 years working experience in Accounting within a professional office environment
• Demonstrated knowledge of basic accounting and internal control principles
• Demonstrated effective verbal and written communication skills, utilizing proper grammar, syntax and excellent business acumen
• Enthusiasm for working in a fast-paced, structured environment
• Strong critical thinking skills
• Strong attention to detail
• Strong ability to multitask
• Demonstrated ability to utilize basic math and analytical skills, including intermediate proficiency with Microsoft Excel (e.g., formulas, data validation, and analytical review of systemgenerated reports)
• Basic proficiency with Microsoft Word and Outlook
• Comfort working with evolving technology, including automated and AIenabled systems, with an emphasis on accuracy, validation, and professional judgment
• Access to reliable transportation and ability to work in office at least one day a week

Ideally, You May Also Have

• Previous experience working with COBRA and tax advantaged benefit plans
• Experience working in environments undergoing process automation or system modernization

Why EBC

• A welcoming, collaborative team culture where every voice matters
• Competitive pay and comprehensive benefits, including employee ownership
• A culture built on clarity, empathy, and continuous improvement
• Continuous learning and career development to help you grow as we invest in future-ready solutions and seamless user experiences
• Flexible work options designed to support a healthy work-life balance