Finance and Payroll Specialist (Full-time, Remote)
Position Highlights:
- Full-time, remote position with onsite work from time to time
- Salary: $66,560-$80,000 annually, flexible for commensurate skills and experience
- An exciting opportunity for growth, and to join a growing organization and launch a new benefits plan administration and operations team
- Ability to positively impact the health and well-being in critical communities
- Generous compensation and benefits package
Organization Overview:
Our Los Angeles-based client, the Santa Monica Fund (the “Fund”), is a start-up, non-profit Taft-Hartley Trust Fund passionate about its mission to provide exemplary services in healthcare and benefits administration to its UNITE HERE! union members and their families. The Fund, through its strategic partnership with MLK Community Healthcare, is staffing and opening a new clinic and office in downtown Los Angeles to offer primary care and dental services, side-by-side with benefits administration and support, for planned expansion in the future. The Fund takes pride in their commitment to providing excellent, affordable healthcare benefits to its members while ensuring member satisfaction, operational efficiency, and compliance. The team values diversity, equity, inclusion, and justice (DEIJ), fostering a safe, collaborative workplace where everyone can thrive. If you're passionate about growth, making a meaningful impact, and driving positive change, join their mission to support their community's well-being.
Position Overview:
Provides confidential, highly responsive and accountable, hands-on management of the day-to-day operations of SMF finance and payroll functions, including staff-related programs, education, and legal compliance. Manages and supports the full spectrum of general and complex administrative and operational activities for general finance, accounting, bookkeeping, and payroll, relevant 3rd-party administrators and vendors, as well as partnering with other SMF functional areas (as warranted) to support their activities, including education and operational and process improvements. Performs a variety of tasks in general finance, accounting, bookkeeping, and general-ledger, including timely and accurate management and processing of accounts payable invoices, expense reimbursements, bank and vendor-invoicing reconciliations, monthly close, vendor monitoring and reporting, financial data entry and maintenance, and maintaining the fixed-assets system. Performs a variety of tasks in payroll, including timely and accurate payroll processing, timekeeping, reconciliations, vendor monitoring and reporting, data entry and maintenance, legal compliance, and staff education (as warranted).
What You Will Be Responsible For:
Finance and Payroll
- Supports the day-to-day operational accuracy, integrity, safeguarding, and efficiency of SMF’s finance and accounting activities.
- Works closely with the Director of Operations to support Plan Auditors and Accounting on annual financial audits; support the Plan Auditor to establish procedures to ensure sound internal controls.
- Conducts research and root-cause analysis to identify gaps and discrepancies, and offers solutions to resolve issues.
- Maintains and reviews financial and payroll databases, information systems, programs, processes, policies, procedures, vendor feeds, and forms/documents to ensure compliance and clarity.
- Makes recommendations for finance and payroll process, operational, and program improvements and enhancements to improve the quality, accuracy, and services delivered to Trustees, management, and staff.
- Ensures all communications and required notices and filings are completed with proper internal reviews and approvals, and submitted and/or distributed in a timely, compliant manner.
- Supports and ensures ongoing evaluation of overall performance by gathering, analyzing, interpreting, and reporting data and metrics with recommendations/solutions, as warranted.
- Cross-trains with the Employer Services and Payroll Audit functions to provide operational support (as warranted) and job growth opportunities.
- Board of Trustees Meetings: supports the preparation of materials for Board of Trustees meetings; helps develop relevant agendas for meetings, as needed; supports the Director of Operations to work with Trustees and plan professionals to prepare and distribute relevant materials for meetings; monitors deliverables.
- Actively contributes to developing and implementing the short- and long-term strategic, operational, and administrative goals of SMF.
Other
- Demonstrates the principles and SMF’s expectations of diversity, equity, inclusion, and justice (DEIJ) in behavior and actions and in contributing to a safe, inclusive workplace.
- Exemplifies SMF’s values of integrity, respect, trust, and teamwork in contributing to a professional, collaborative, and engaged culture of DEIJ.
- Contributes ideas to SMF’s plans and in achieving goals.
- Performs other duties as assigned within the scope of responsibilities and requirements of the job.
- Performs Essential Job Functions and Duties with or without reasonable accommodation.
What You Bring to the Role:
Years of Experience and Working Knowledge
- Require 5+ years of increased responsibility and direct experience in and working knowledge of performing finance, accounting, bookkeeping, accounts payable, and related activities, including GAAP and other accounting procedures and regulations.
- Require 3+ years of direct experience in and working knowledge of finance, accounting, timekeeping, and payroll technology solutions, including creating, managing, and auditing efficient document-filing systems and recordkeeping.
- Require 2+ years of increased responsibility and direct experience in and working knowledge of performing payroll, timekeeping, and related activities, including and other payroll procedures and regulations, IRS and other tax regulations.
- Strongly prefer 3+ years of experience in a health plan.
- Strongly prefer 3+ years of experience in project management in a growth-oriented environment.
- Strongly prefer direct experience in and working knowledge of finance and accounting software solutions, in particular Bill.com and Expensify.com.
- Prefer experience in and working knowledge of employee benefit plans and related governmental/legislative regulations (ERISA, DOL, IRC, HIPAA, ACA, etc.).
- Prefer experience in Taft-Hartley or collective-bargaining environment.
Education, Licenses, and Certifications
- Require a Bachelor’s degree in finance, accounting, or related field, or equivalent work experience.
- Prefer project management-related experience and/or certification.
- Prefer Six Sigma-related experience and/or certification.
Skills and Abilities
- Demonstrated business and financial acumen and analytics, including interpreting and auditing financial information, databases, and payroll data.
- Ability to synthesize information, data, best practices, and ideas into simple, realistic plans of action with clear, measurable and achievable goals.
- Detail- and quality-oriented, highly organized.
- Proficient in using Microsoft Office (Excel, PowerPoint, Word, Outlook, Teams).
- Proficient and effective in conducting research, compiling and analyzing data, and accurately creating and distributing reports.
- Proficient in managing competing and complex deadlines, and multi-tasking projects, tasks, commitments, and deliverables.
- Proficient in planning, organizing, and project management.
- Proficient team-player with a “can-do” attitude.
- Proficient in establishing and working successfully in diverse interpersonal/team relationships.
- Effective, professional communications (verbal and written).
- Proactive in envisioning and providing needed support for duties and assigned projects and tasks.
Compensation, Benefits, and Job Structure:
Comprehensive, generous benefits package ($36,175 value), including eligibility from the 1st of the month following 30 calendar days of active service, $0 co-premium, medical, dental, vision, prescription, 401(k), pension, life, and AD&D insurances, paid time-off (12.5 holidays, 3 personal days, 7 sick days, 5 bereavement days), vacation, legal services, and employee assistance program.
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