Accounting Project Specialist

WoodmenLife•Omaha, NE

89d•$23 - $28•Onsite

About The Position

WoodmenLife is seeking an Accounting Project Specialist to join its Fraternal team. The role provides operational oversight and project coordination within Fraternal Administration, supporting chapter governance, financial compliance, and member alignment. It works across Accounting, Legal, Tax, Business Technology, and other teams to carry out complex processes, support system improvements, maintain data integrity, and advance workflow automation and process optimization. The position is in-office at the WoodmenLife Tower in downtown Omaha; some remote work may be considered. The specialist supports chapter records and transactions, including mergers, officer changes, financial reviews, property sales, banking matters, inventory, awards, and supply orders. The role also contributes to audits, compliance, system testing, process documentation, reporting, training, and strategic projects. WoodmenLife describes itself as a purpose-driven, not-for-profit life insurance company with more than 135 years of service. Candidates must complete applicable background, credit, fingerprint, drug-screen, and reference checks. Employment offers are contingent on successfully passing the applicable checks. WoodmenLife is an equal opportunity employer and welcomes applicants regardless of background or beliefs.

Requirements

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, or accounting services industry preferred.
Experience with Microsoft Office products, with a strong emphasis on Microsoft Excel.
Problem-solving and analytical skills.
Strong interpersonal, verbal, and written communication skills.
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 conclusions with minimal supervision.
Ability to maintain a high level of confidentiality.
Ability to work independently with minimal intervention from the manager.
Ability to demonstrate negotiation, facilitation, and change implementation skills.
Ability to provide seamless, trustworthy, attentive, and resourceful customer service.
Ability to work in the home office; some remote work may be considered.
Ability to collaborate and engage effectively with others in a team environment.
Meet applicable pre-employment screening requirements, including criminal background, credit, fingerprint, drug-screen, and reference checks.

Nice To Haves

Bachelor’s degree.
Experience with project management or accounting.
Knowledge of budgeting, audits, and reconciliation.
Knowledge of the insurance, financial, or accounting services industry.

Responsibilities

Research, coordinate, and complete assigned projects.
Review and edit chapter-level postcards and other marketing materials related to updates, meetings, and activities in support of Community Outreach Advisors.
Prepare routine correspondence, including bank letters and reports, for Community Outreach Advisors and Home Office Associates.
Maintain records of chapter inventory and activity statuses, and process mergers, officer rosters, officer term extensions, property sales, and financials.
Prepare and process chapter mergers under Fraternal procedural documents, including membership reassignment.
Review, approve, and process chapter officer changes in compliance with Constitutional laws.
Review, analyze, and compile annual and periodic financial information for audits; verify accuracy and completeness, and follow up on missing reports or inaccuracies.
Coordinate with Tax & Compliance, Accounting, Legal, and other departments to ensure documentation is received for chapter sales, mergers, tax returns, and related matters.
Assist with planning, developing, writing, and maintaining procedural documents, instructions, and functional specifications for new or modified processes.
Identify process gaps and recommend improvements.
Assist management with initiatives, including building workflow automation systems.
Facilitate recurring strategic meetings with the Application Services team to clarify and oversee project progress.
Collect and prepare chapter property sale documentation for Legal, Risk Management, and the Mortgage Department.
Process and fulfill chapter supply orders and manage Chapter Award requests, including customization and distribution.
Validate organization-wide deployment maintenance testing to support system integrity and end-user functionality across the Member Management System and My Fraternal Web; serve as one of two trained Fraternal resources for this function.
Monitor chapter debt and support collection activities as needed.
Process daily membership chapter reassignments and new policy chapter assignments for sales representatives in compliance with WoodmenLife’s equal access policy.
Process Common Bond payments and ensure timely crediting for completed projects.
Work with FNBO to resolve signer issues and answer banking questions.
Run National Community Focus project reports and upload them to the member website monthly.
Provide feedback and create Business Technology tickets for system upgrades.
Facilitate annual refresher training for Community Outreach Advisors on cloud-based process automation systems and digital form workflows.
Meet attendance and punctuality expectations under supervisor expectations and WoodmenLife policy.
Perform other duties as assigned by management.