Finance Specialist
Next Level Strategies, San Diego, CA, United States
San Diego, United States
Purpose:
We are seeking a highly organized and detail-oriented Finance Specialist to join our team. This newly created role will play a crucial part in ensuring the smooth and efficient management of our financial operations. The Finance Specialist will be responsible for payroll and benefits administration, accounts payable and expense management, financial reporting and analysis, and coordinating with our financial service providers. The ideal candidate will be proactive, possess strong analytical skills, and thrive in a fast-paced environment. The Finance Specialist will report to the Union President or Designee subject to change as this team evolves.
Job Classification:
Non-Exempt, Permanent, Full time, 5 days per calendar week, 8 hours per day worked.
Primary Responsibilities
Process bi-weekly/monthly payroll accurately and timely.
Administer the company's 401(k) plan, including enrollment, contributions, and compliance.
Manage benefits administration, including enrollment, renewals, and employee inquiries.
Conduct periodic reviews of benefits programs to ensure competitiveness and compliance.
Process accounts payable invoices promptly and accurately.
Collect and verify invoices, ensuring proper documentation and approvals.
Manage prepaid expense (PEX) cards, including distribution, reconciliation, and reporting.
Perform cost comparisons and expense analysis to identify areas for cost savings.
Monitor inventory of essential office supplies and restock or reorder as needed.
Prepare and deliver weekly expense reports to management.
Track and record deposits and revenue in a timely manner.
Generate monthly membership trend reports, providing insights into membership growth and retention.
Serve as a backup for membership reporting and dues processing as needed.
Coordinate deliverables from our financial services provider.
Collaborate and partner with the Chief Financial Officer and/or appropriate staff on financial projects and initiatives.
Lead participation in month-end close procedures, ensuring accuracy and timeliness.
Reception coverage as assigned.
Data entry as needed.
All other duties as assigned.
Requirements
Bachelor's degree in accounting, finance, or a related field is preferred.
3-5 years of experience in finance, accounting, or a related field.
Proven experience in payroll processing and benefits administration.
Strong understanding of accounts payable and expense management.
Proficiency in financial reporting, budgeting and data analysis.
Excellent organizational and time-management skills.
Strong attention to detail and accuracy.
Intermediate skills in Microsoft Excel, Microsoft Office and Microsoft Teams.
Experience with NetSuite or similar ERP systems.
Excellent communication and interpersonal skills.
Maintain a positive and professional attitude with members, employers and staff.
Handle multiple projects and meet established timelines within a 40 hour work week.
Demonstrated ability to work independently and exercise sound judgment in making decisions that support and advance organizational goals.
Preferred Skills
Experience with Paychex.
Advanced Excel skills.
Health insurance experience.
Paid time off knowledge.
Vision insurance knowledge.
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Purpose:
We are seeking a highly organized and detail-oriented Finance Specialist to join our team. This newly created role will play a crucial part in ensuring the smooth and efficient management of our financial operations. The Finance Specialist will be responsible for payroll and benefits administration, accounts payable and expense management, financial reporting and analysis, and coordinating with our financial service providers. The ideal candidate will be proactive, possess strong analytical skills, and thrive in a fast-paced environment. The Finance Specialist will report to the Union President or Designee subject to change as this team evolves.
Job Classification:
Non-Exempt, Permanent, Full time, 5 days per calendar week, 8 hours per day worked.
Primary Responsibilities
Process bi-weekly/monthly payroll accurately and timely.
Administer the company's 401(k) plan, including enrollment, contributions, and compliance.
Manage benefits administration, including enrollment, renewals, and employee inquiries.
Conduct periodic reviews of benefits programs to ensure competitiveness and compliance.
Process accounts payable invoices promptly and accurately.
Collect and verify invoices, ensuring proper documentation and approvals.
Manage prepaid expense (PEX) cards, including distribution, reconciliation, and reporting.
Perform cost comparisons and expense analysis to identify areas for cost savings.
Monitor inventory of essential office supplies and restock or reorder as needed.
Prepare and deliver weekly expense reports to management.
Track and record deposits and revenue in a timely manner.
Generate monthly membership trend reports, providing insights into membership growth and retention.
Serve as a backup for membership reporting and dues processing as needed.
Coordinate deliverables from our financial services provider.
Collaborate and partner with the Chief Financial Officer and/or appropriate staff on financial projects and initiatives.
Lead participation in month-end close procedures, ensuring accuracy and timeliness.
Reception coverage as assigned.
Data entry as needed.
All other duties as assigned.
Requirements
Bachelor's degree in accounting, finance, or a related field is preferred.
3-5 years of experience in finance, accounting, or a related field.
Proven experience in payroll processing and benefits administration.
Strong understanding of accounts payable and expense management.
Proficiency in financial reporting, budgeting and data analysis.
Excellent organizational and time-management skills.
Strong attention to detail and accuracy.
Intermediate skills in Microsoft Excel, Microsoft Office and Microsoft Teams.
Experience with NetSuite or similar ERP systems.
Excellent communication and interpersonal skills.
Maintain a positive and professional attitude with members, employers and staff.
Handle multiple projects and meet established timelines within a 40 hour work week.
Demonstrated ability to work independently and exercise sound judgment in making decisions that support and advance organizational goals.
Preferred Skills
Experience with Paychex.
Advanced Excel skills.
Health insurance experience.
Paid time off knowledge.
Vision insurance knowledge.
#J-18808-Ljbffr