Financial Analyst and Operations Coordinator
3 days ago
As a Financial Analyst and Operations Coordinator, you will provide critical financial and administrative support to the organization. You will be responsible for executing payroll processing, utilizing Microsoft Office Suite, QuickBooks, and other software as needed to manage accounts receivable and payable. Your excellent communication and organizational skills will enable you to effectively collaborate with other departments and team members.
The estimated salary for this position is $55,000 - $65,000 per year.
Key Responsibilities:
- Execute payroll processing in Paylocity, including onboarding new employees and counselors, assisting current employees and counselors with payroll changes, reconciling benefit changes with payroll deductions, and staying up to date with IRS, state, and local payroll and taxation changes.
- Utilize Microsoft Office Suite, QuickBooks, and other software as needed to provide accounts receivable and payable support.
- Provide HR and payroll support, including assistance with HIPAA, Workers Compensation, Unemployment Insurance, and other HR compliance aspects.
- Assist the Chief Financial Officer (CFO) with invoicing customers by supplying appropriate information at least monthly.
- Oversee and guarantee adherence to insurance licensing regulations for relevant staff members by assisting in securing both resident and non-resident licenses, assisting with inquiries on continuing education, and routinely verifying the renewal of such licenses.
- Support Enrollment Specialists, Counselor Coordination, with counselor licensing, appointment, and certification for the enrollment team.
- Assist the Customer Experience team with problem-solving as requested.
- Manage office supply operations, operate the front desk area at least 2 days a week, and facilitate a great working environment.
Requirements:
- Associate or bachelor's degree in accounting, finance, business administration, or a related field.
- Familiarity with insurance products and/or an active Life & Health Insurance License.
- Proficiency in Microsoft Office and QuickBooks.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Ability to work collaboratively with other departments and team members.
- High school diploma or equivalent.
- Commit to weekly in-person attendance at our Indianapolis, IN office.
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