Senior Financial Compliance Analyst

MetrixIQ provides innovative, people-first and technology-driven operating solutions to state and local governments across the country. Our mission is to build thriving communities through smart implementation of early childhood education programs. Founded in 2009, MetrixIQ has distributed over $1 billion in early childhood funds.

This role will support state payment programs for preschoolers and providers. This position follows a hybrid work schedule and is expected to work from our downtown Denver office at least two days per week.

What we're looking for:

We are seeking a detail-driven, financially minded professional who brings an accounting or compliance background. The candidate must be passionate about data quality and have a strong sense of ownership and accountability for their work. The Senior Financial Compliance Analyst will play a critical role in safeguarding public funds by ensuring data and payment integrity, maintaining accurate payment details, and managing reconciliations for several state-funded programs.

The candidate must be able to navigate complex payment eligibility and funding rules, understand and ensure the accuracy of data, and offer analytical solutions for continuous improvement.

We are looking for a candidate who is:

• Detail-Oriented & Analytical – You have a passion for data and notice what others might miss. You approach work with precision and focus on quality.
• Adaptable – You can shift gears quickly and handle multiple tasks across fast-evolving public-funded programs.
• Proactive Problem Solver – You take initiative and bring create solutions to challenges.
• Confident & Autonomous – You are confident in your work and enjoy working independently, yet understand the importance of collaboration and knowledge sharing.
• Organized – You can manage monthly deadlines, ongoing reconciliations, and special projects with structure and clarity.

Responsibilities:

Data Quality & Reconciliations

• Maintain clean and accurate provider, enrollment, and payment data in our SQL database; identify and lead ongoing data integrity projects.
• Perform monthly and quarterly reconciliations for Universal Preschool (UPK) and other grant programs, including determining overpayments, funds owed back to the state or reimbursements.
• Cross-reference payment data between the database and banking system; investigate and resolve discrepancies to ensure accuracy across both systems.
• Assist with processing and reconciling payment issues reported by providers, the client, or internally.
• Deliver accurate and timely reporting to stakeholders.

Compliance & Internal Controls

• Support program audits, funding requests and adjustments, and program close-out processes.
• Implement and maintain internal controls to prevent fraud and minimize financial risk, such as protocols for collecting banking information and securing distributed payment data.
• Support the NACHA compliance certification process and become the subject matter expert for required financial security processes. 
• Ensure compliance with IRS regulations and internal protocols for fund recipient tax information.
• Contribute to the development of standard operating procedures related to internal controls, compliance and banking workflows, and data handling; collaborate with the technology team to implement additional security measures and support HIPAA compliance efforts.

Tax Information & Process Management

• Own the end-to-end tax processes for collecting provider tax information, validating Form W-9s, and issuing Form 1099s to payment recipients.
• Review tax forms for completeness and accuracy; ensure alignment of tax data between our system and the external tax platform.
• Resolve any tax identification information mismatches or rejections in collaboration with providers and teammates.
• Prepare annual tax Form 1099s, ensuring up-to-date provider information, accurate payment amounts, and timely filing per IRS deadlines.

Qualifications:

• Bachelor's degree required in a related field, such as accounting, economics, finance, business, or public administration
• Master's degree preferred
• 5+ years of experience in finance, accounting, auditing, or compliance – preferably in the public or nonprofit sector.
• High proficiency with Microsoft Excel and a deep understanding of data management, reporting and analysis.
• Detail-oriented, passionate about clean data, and experience working with large databases – we use SugarCRM.
• Self-motivated and proactive problem solver, but not afraid to ask questions.
• Effective communicator with leadership and peers; able to clearly describe issues and provide regular updates.
• Comfortable working through the unknowns and delivering results under tight timeframes.

Bonus points for the following experiences or skills, but these are not required

·      Experience providing financial or accounting support for state funding programs

·      Experience with internal and/or external financial audits

·      Experience with data analytics tools beyond Excel (e.g., Power BI, Python, R)

·      Professional interest in AI for funding administration and payment distribution

·      Knowledge of IRS regulations for miscellaneous taxable income

·      Knowledge of NACHA and/or banking security protocols

Please apply even if you don't meet all requirements. We want to learn about you

Why Join Us?

MetrixIQ provides innovative, people-first and technology-driven operating solutions to state and local governments across the country. Our mission is to build thriving communities through smart implementation of early childhood education programs. Founded in 2009, MetrixIQ has distributed over $1 billion in early childhood funds. We are a small but growing company with a diverse and passionate team committed to helping our clients succeed in the communities they serve. We offer a supportive and collaborative environment with room to develop new skills and grow professionally. Together, we are committed to three primary values: Respect. Accountability. Outcomes.

Pay Rate – $84,000-$100,000 annual salary depending on experience, plus eligibility for our annual bonus compensation plan.

We also offer a very competitive benefits package (even compared to larger companies), including:

Health, Vision, and Dental insurance options with low employee premiums, Health Savings Account (HSA) and Flexible Spending Account (FSA) options, Long Term Disability Insurance, annual cultural stipend to engage in the community, monthly transit allowance, and 401(k) with company match. Metrix observes 12 paid holidays and employees accrue over 3 weeks of paid time off per year, with a flexible time off policy based on tenure.

MetrixIQ offers a hybrid work schedule – staff work a mixed schedule of in-office and remote days. This position is expected to work in our Denver office at least two days per week.