Finance Specialist

Summary

Join TRAILS, a leading school-based mental health organization, as their Finance Specialist! This crucial role ensures the financial health and stability of TRAILS by managing payroll, accounts receivable, and process improvements. You will validate and submit payroll, manage invoices, and collaborate with various teams to optimize financial processes. The ideal candidate possesses 2-5 years of experience in payroll and accounts receivable, preferably in a non-profit setting, and strong analytical and problem-solving skills. A bachelor's degree in a related field is required, and a payroll processing certification is preferred. TRAILS offers a competitive salary and a comprehensive benefits package.

Requirements

• 2-5 years of demonstrated experience in payroll and accounts receivable, preferably in a nonprofit setting
• 2-5 years of demonstrated experience utilizing financial and project management tools (e.g., Sage Intacct ERP, SAP Concur, Salesforce, Rippling, or similar)
• Demonstrated experience administering payroll for multi-state organization while maintaining federal, state, and local compliance
• Demonstrated experience working in the Microsoft Office and Google Suites and a track record of learning new software
• Bachelor's degree in accounting, finance, or a related field

Responsibilities

• Validate and submit semi-monthly and required off-cycle payroll for all employees through our payroll service provider, Rippling, ensuring accuracy and compliance with federal, state, and local regulations
• Continuously maintain accurate payroll records and effectively and promptly communicate and resolve any discrepancies
• Review and reconcile payroll items, including salaries, wages, reimbursements, health benefits (such as HSA/FSA), and retirement contributions
• Collaborate with the People team to ensure accurate processing of payroll-related activities related to new hire onboarding, terminations, and payroll adjustments
• Review payroll tax filings and other mandatory reports to ensure accuracy and compliance
• Provide support to payroll-related staff inquiries to ensure seamless payroll operations
• Generate and dispatch accurate and timely invoices for service agreements and miscellaneous receivables, ensuring ongoing compliance with funding source requirements and grant regulations
• Record and track incoming funds, donations, and grants and assist in developing and maintaining donor and grantor financial records
• Efficiently and diplomatically manage the collection of past-due invoices, ensuring timely resolution while maintaining positive client relationships
• Prepare regular reports on accounts receivable status for management review
• Reconcile accounts receivable records with the general ledger
• Collaborate across TRAILS teams to facilitate efficient financial processes using a strong customer service approach
• Work closely with the finance and people teams to identify opportunities for process improvements and increased efficiency
• Take ownership of and/or actively participate in financial and cross-functional projects, including but not limited to initiatives related to creating or updating policies, system development, and process enhancements
• Serve as periodic backup for other Finance Specialists as needed
• Attend and actively participate in team and all-staff meetings and retreats, workgroups and other relevant TRAILS events
• Support TRAILS team with all-hands-on-deck events and other team initiatives

Preferred Qualifications

• Prior experience in grant compliance is a plus
• Demonstrated prior experience in supporting a rapidly growing organization is a plus
• Knowledge and familiarity navigating payroll compliance and regulations on the federal and state level for all states
• Highly motivated self-starter with the ability to work independently and take initiative, with limited direction while meeting project deadlines
• Strong written and verbal communication skills
• Excellent attention to detail and organizational abilities
• Strong analytical and problem-solving skills, with a curiosity for innovation
• Demonstrated commitment to diversity, equity, inclusion, and belonging
• Willingness to travel within the US for 1-2 multi-day team meetings per year
• Certification in payroll processing from the American Payroll Association or similar accrediting body is preferred

Benefits

• Medical, dental, and vision
• 403B with a safe harbor match
• Short and long term disability
• Generous holiday and paid time off package