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Representative Payee Jobs in Milwaukee, WI (NOW HIRING)

Advocate Health

Refund Proc Rep I

Milwaukee, WI · On-site

Conduct high-level analysis of other team members' transactions before releasing to payee, including escalated requests, using sound decision-making skills. Determine the payor responsible for ...

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Representative Payee information

See Milwaukee, WI salary details

$13

$24

$41

How much do representative payee jobs pay per hour?

As of Aug 30, 2026, the average hourly pay for representative payee in Milwaukee, WI is $24.10, according to ZipRecruiter salary data. Most workers in this role earn between $15.14 and $29.86 per hour, depending on experience, location, and employer.

What is a representative payee?

A Representative Payee is a person or organization assigned by the Social Security Administration (SSA) to manage benefits for someone who cannot handle their finances due to a disability or other limitation. Their responsibilities include receiving and using the beneficiary's Social Security or Supplemental Security Income (SSI) payments to pay for essential needs such as food, housing, and medical care. They must keep records of how funds are spent and report any changes in the beneficiary’s situation to the SSA. The role ensures that the beneficiary’s financial needs are met while preventing misuse of funds.

What are the key skills and qualifications needed to thrive as a representative payee?

To thrive as a Representative Payee, you need strong organizational skills, attention to detail, and a basic understanding of financial management, often supported by experience in social services or accounting. Familiarity with financial tracking software, bank account reconciliation, and government reporting systems is often required. Compassion, integrity, and clear communication are vital soft skills that help in building trust with beneficiaries and collaborating with social service agencies. These abilities ensure that clients’ benefits are properly managed, legal requirements are met, and the well-being of vulnerable individuals is safeguarded.

What are some typical challenges faced by a representative payee, and how are they addressed?

Representative Payees often face challenges such as managing complex financial needs for multiple beneficiaries, adhering to strict reporting requirements, and balancing the interests of clients with regulatory guidelines. Staying organized and keeping accurate records is crucial to ensure compliance and provide transparency for audits. Many payees also work closely with social workers, family members, and legal representatives to address unique client situations and resolve any issues promptly. Ongoing training and regular communication with oversight agencies help payees stay informed and manage challenges effectively.

What is needed to become a representative payee?

To become a representative payee, an individual must complete an application process that includes background checks, demonstrate the ability to manage funds responsibly, and often attend training or provide references. Approval is granted by the Social Security Administration or relevant agency after reviewing the applicant's suitability and financial management skills.

What are popular job titles related to Representative Payee jobs in Milwaukee, WI?

For Representative Payee jobs in Milwaukee, WI, the most frequently searched job titles are:

Representative Payee jobs near you
Infographic showing various Representative Payee job openings in Milwaukee, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $50,138 per year, or $24.1 per hour.

Grant Accounting and Financial Analyst - (Milwaukee, WI - Not Remote)

Outreach Community Health Centers, Inc

Milwaukee, WI • On-site

Full-time

Re-posted 16 days ago

Job description

Position Summary
Under the direction of the Chief Financial Officer and in accordance with agency policies and procedures, the Senior Accountant serves as the organization's primary expert in grant financial management and compliance. This role is responsible for administering all grant funding activities, ensuring accurate financial reporting to federal and state funders, and maintaining strict compliance with federal grant regulations including Uniform Guidance (2 CFR 200). The Grant Accounting and Financial Analyst ensures that financial transactions are recorded accurately, common agency costs are allocated appropriately in accordance with federal requirements, and cash receipts are properly recorded. This position works collaboratively with program staff, The Controller, grant project officers, and funding agencies to support the organization's mission through sound financial stewardship of restricted funds.
Essential Duties and Responsibilities
The essential functions include, but are not limited to the following:
Grant Financial Management & Compliance
  • Administer, oversee, and monitor all grant funding activities for the agency.
  • Analyze, review, and ensure expenditures for grants and contracts comply with grant guidelines and regulations.
  • Prepare and submit all documentary, budgetary, and financial reporting requirements to grantors.
  • Correspond with grant funders to respond to inquiries, provide justifications, and resolve billing discrepancies.
  • Regularly monitor all grants and contracts to ensure internal controls and budgetary compliance in collaboration with other departments.
  • Prepare and record monthly cost reports for grant reimbursement, monitor grant receivables, and ensure prompt payment.
  • Coordinate UDS financial data preparation and validation.
  • Serve as a liaison between program directors, coordinators, and funding sources.
  • Collaborate with program staff to monitor program objectives and outline how to allocate the budget effectively.
  • Manage grant closeouts processes, including financial reports and reconciliations.
  • Prepare analytical reports and expense tracking to ensure proper allocation of project disbursements to various grants.

General Accounting & Financial Reporting
  • Perform account reconciliations, including complex balance sheet accounts, and resolve discrepancies in a timely manner.
  • Conduct month-end closing procedures, including the balancing of various accounts and the preparation of journal entries and account adjustments to correct deficiencies.
  • Conduct detailed budget-to-actual variance analysis and prepare monthly reports for management.
  • Ensure the accurate recording of financial transactions and the appropriate allocation of common agency costs.
  • Properly record all cash receipts and prepare related reconciliations.

Audit, Compliance & Analysis
  • Assist with the annual year-end audit and single audit under Uniform Guidance processes, providing outside auditors with requested documentation and serving as a key point of contact for grant testing.
  • Monitor various program statistics for financial reporting and grant compliance.
  • Assist with the financial administration of the representative payee program to ensure compliance with Social Security Administration reporting requirements.

Operational Support & Backup
  • Assist with bank reconciliations and cash management as needed.
  • Support financial statement preparation during peak periods.
  • Work on various ad-hoc projects and analysis as directed by the Chief Financial Officer.
  • Other duties assigned.

Minimum Qualifications (Knowledge, Skills, and Abilities)
Education & Experience:
  • Bachelor's degree in Accounting or Finance required.
  • Minimum 3-5 years of experience of progressive healthcare accounting, preferably in a community health center or FQHC setting. (FQHC experience highly preferred)

Knowledge, Skills, and Abilities:
  • Extensive, hands-on experience with non-profit grant accounting is mandatory, including deep knowledge of Uniform Guidance (2 CFR 200), cost principles, and single audit requirements.
  • Familiarity with Federal Financial Reports (SF-425) and other federal grant reporting formats.
  • Experience with grant budget development and modification process.
  • High proficiency in Microsoft Excel (pivot tables, vlookups, advanced formulas).
  • Experience with accounting ERP systems; experience with Sage Intacct is a plus.
  • Strong understanding of GAAP and not-for-profit accounting principles.
  • Exceptional attention to detail and a high degree of accuracy.
  • Excellent leadership, organizational, and problem-solving skills.
  • Exceptional written and verbal communication skills, with proven ability to explain complex grant regulations to non-finance staff and respond to technical inquiries from federal program officers.
  • Ability to translate financial data into clear, actionable insights for program directors and leadership.
  • Ability to manage multiple priorities in a fast-paced environment.

CERTIFICATES, LICENSES, REGISTRATIONS: Certified Public Accountant (CPA) license preferred.
Considerations & Statement
Outreach Community Health Centers requires employees in certain departments to be fully vaccinated against MMR (Measles, Mumps, Rubella), Varicella (Chickenpox), and Influenza.
Outreach Community Health Centers, Inc. is an Equal Opportunity Employer

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