Financial Operations Specialist

1 month ago

Billings Metropolitan Area, United States TruDataRx Full time
Job DescriptionJob DescriptionDescription:

TruDataRx uses objective clinical data to help fiduciaries improve the clinical effectiveness and reduce the costs of pharmacy benefits for its employees, members and health plan. We are independent from all players in the pharmaceutical manufacturing and distribution industries, enabling us to best serve our clients. If you are ready to help an organization make a difference in health care, come join our team


POSITION SUMMARY This position is an essential part of the success of the organization, supporting the Finance, HR and Operational functions in a generalist role.


ESSENTIAL RESPONSIBILITIES

Finance

· Manage Accounts Payable; set up vendors in tracking system, initiate bills, ensure payments are processed timely and accurately

· Manage Accounts Receivable; set up clients in tracking system, initiate invoices, ensure payment is received within established contract terms

· Record day-to-day financial transactions and complete the posting process

· Monitor financial transactions and reports

· Manage payroll and tax process, including administration of time and attendance system, bi-weekly payroll, and tax payments

· Prepare monthly financial reports through collection and entry of data in QuickBooks

· Work with the Controller as needed, to ensure proper filing of taxes and accurate financial reports

Human Resources

· Responsible for maintaining and configuring HRIS

· Administer benefit programs, including third-party contracts, renewals, service review, enrollments, changes, and billing reconcilements

· Responsible for maintaining accurate employment records, data, and personnel files including new hire, termination, transfer and promotion documentation in compliance with state and federal regulations

· Serve as point of contact for payroll, benefits, onboarding or offboarding questions from employees and applicable third-party vendors

· Oversee completion of required reporting for employee benefits including W-2, ACA (PCORI annual filings), 1099

· Support new hire onboarding process

· Coordinate time and attendance policy and paid leave policy for all employees with thorough understanding and management of FMLA, ADA and other regulated leave policies, as applicable

· Manage workers compensation and unemployment compensation programs

· Ensure compliance with all local, state, and federal laws and regulations in a multi-state organization

· Recommend and execute programs and activities that maintain employee engagement and retention

Operations

· Maintaining records in the Corporate Book, setting up approved vendors and new customers in Company systems (collecting W9) and processes

· Manage commission tracking and payment for sales team members

· Manage corporate renewals including 409A valuation and insurance, request COIs, manage spreadsheet of current insurance coverage

· Pay employee expense reimbursement reports

· Support annual retreat budgeting, planning and execution


All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

Requirements:

REQUIREMENTS

  • Required experience: 5+ years of HR or Operations Management experience required
  • Preferred education: Bachelor’s degree
  • Required industry experience or certification: SHRM-CP or PHR Certification desired
  • Physical demands of the job: Work is performed while standing, sitting and/ or walking
  • Must be authorized to work in the United States

Skills and Knowledge:

  • AP/AR (familiarity with QuickBooks a plus)
  • Office management
  • Payroll processes
  • Benefit and compensation administration
  • Recruitment and onboarding
  • FMLA/Leave administration
  • Employment law compliance
  • Regulatory reporting
  • Deep knowledge of HR programs and practices, including applicable state and federal employment laws and regulations
  • Demonstrated ability to build consultative, collaborative relationships with members of management and employees at all levels
  • Excellent conflict resolution skills
  • Working knowledge of Payroll/HRIS software (familiarity with Paylocity a plus)

Company Standard Requirements:

  • Ability to work well with others in a collaborative environment
  • Ability to get things done with resources you don’t control
  • Willingness to admit you don’t know and ask for help
  • Exhibit constant curiosity and a drive to problem solve
  • Exhibit desire to learn and grow on a continuous basis with feedback

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