Part-time Financial Specialist
4 weeks ago
Overview We are a boutique consulting company trusted by Fortune 100 companies to build strong, effective leaders. We design technology-based simulation experiences and offer an agile work environment with exposure to market-leading clients. We are seeking a highly organized and detail-oriented Part-Time Financial Specialist to join our team. This role will provide essential support across finance, payroll, benefits administration, and business operations. The ideal candidate will have experience in accounting, payroll processing, and HR-related finance functions, with the flexibility to handle a variety of administrative and financial tasks in a dynamic environment. Responsibilities Accounts Receivable — Prepare and manage client invoicing in HubSpot, ensure accurate tracking of revenue stages (invoiced, paid); audit invoice line items (development, delivery, consulting, etc.) and maintain billing contact records; handle supplier requests, questionnaires, and applications. Accounts Payable — Process international vendor payments, including international wires as needed. Payroll & Human Resources — Process and record biweekly payroll for employees and affiliates; collect and verify invoices/timesheets for affiliate and hourly employees; ensure compliance with payroll regulations in all nexus states (currently MA, NH, NY, IL, TN, TX, CO, CA); onboard new hires into ADP and manage payroll worksheets. Banking — Maintain relationships with banking partners (Bluevine, Bank of America); manage and monitor bank accounts for payments, transfers, and interest optimization. Benefits & 401(k) Administration — Onboard eligible new hires to the company’s 401(k) plan; process biweekly 401(k) deferrals and plan deposits via Vanguard portal; liaise with the company’s financial advisor and third-party administrator regarding plan documents and compliance; support employee benefits administration, including HSA contributions and annual workers comp audits; manage annual updates for insurance carriers (Unum: STD, LTD, Life, AD&D). Business Operations & Administration — Liaise with bookkeeping partner as needed; contribute to annual goal-setting aligned with company objectives; complete annual self-assessments and participate in peer reviews; provide weekly updates to manager on financial and operational activities; assist in planning, budgeting, and reporting for annual company meetings; participate in Business Operations meetings to review departmental goals. Systems Used — QuickBooks Online (QBO), Microsoft Office Suite, HubSpot, Notion, client invoice portals and AI tools as needed. Requirements Associate’s degree in related field preferred. 3+ years of relevant experience in finance, accounting, or payroll administration. Strong knowledge of payroll processes, benefits administration, and compliance across multiple states. Proficiency in accounting and financial management software (QuickBooks, ADP, HubSpot). Excellent organizational skills with attention to detail. Strong communication and interpersonal skills. Ability to work independently and manage multiple priorities. Benefits 401(k) plan to qualified participants Unlimited vacation policy Paid time off for new parents, regardless of how your family grows Opportunities to work virtually from any location Professional development budget Employment type: Part-time Location: Concord, MA (as applicable to the role) #J-18808-Ljbffr
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