Finance Specialist @ TRAILS | Jobright.ai
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Finance Specialist jobs in Remote - United States
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TRAILS ยท 4 hours ago

Finance Specialist

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Health CareMental Health
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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

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Payroll processingAccounts receivableFinancial management toolsGrant complianceSage Intacct ERPSAP ConcurSalesforceRipplingMicrosoft OfficeGoogle SuitesPayroll certification

Required

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
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
Bachelor's degree in accounting, finance, or a related field

Preferred

Certification in payroll processing from the American Payroll Association or similar accrediting body
Prior experience in grant compliance is a plus
Demonstrated prior experience in supporting a rapidly growing organization is a plus

Benefits

Medical
Dental
Vision
403B with a safe harbor match
Short and long term disability
Generous holiday and paid time off package

Company

TRAILS

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TRAILS is a nonprofit organization that offers mental health care and counseling services to needy students.

Funding

Current Stage
Growth Stage
Total Funding
unknown
Key Investors
ICONIQ Capital
2024-02-15Grant
Company data provided by crunchbase
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