At a Glance
- Tasks: Review and reconcile benefit plan payments while providing excellent customer service.
- Company: Join Employee Benefits Corporation, a trusted leader in consumer-driven benefit solutions.
- Benefits: Enjoy competitive pay, comprehensive benefits, and employee ownership opportunities.
- Other info: Flexible work options and career development opportunities await you.
- Why this job: Make a real impact in a collaborative team culture focused on continuous improvement.
- Qualifications: Accounting experience and strong attention to detail are essential.
The predicted salary is between 29700 - 36300 £ per year.
Employee Benefits Corporation is hiring for an 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 inquiries and requests.
Location: You can work from our Middleton, WI office, Hybrid, 1 day a week required in office.
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 system‑generated reports).
- Basic proficiency with Microsoft Word and Outlook.
- Comfort working with evolving technology, including automated and AI‑enabled 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.
How to Apply: Ready to make an impact? Apply now. We’re excited to meet you.
Accounting Specialist II in Middleton employer: Employee Benefits Corporation
Employee Benefits Corporation is an exceptional employer that fosters a welcoming and collaborative team culture, where every voice is valued. Located in Middleton, WI, the company offers competitive pay, comprehensive benefits including employee ownership, and flexible work options to support a healthy work-life balance. With a strong emphasis on continuous learning and career development, EBC is dedicated to investing in its employees' growth while delivering innovative consumer-driven benefit solutions.
Contact Details:
Employee Benefits Corporation Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Accounting Specialist II in Middleton
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Employee Benefits Corporation. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Accounting Specialist II in Middleton
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Employee Benefits Corporation.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Employee Benefits Corporation's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Employee Benefits Corporation
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Employee Benefits Corporation.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Employee Benefits Corporation will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Employee Benefits Corporation employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
