Financial Specialist
Financial Specialist
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Not Disclosed
Salary Not Disclosed
1 Vacancy
Job Description
POSITION OVERVIEW
This position reports to the Controller and is responsible for payroll regulatory submissions and financial analysis projects.
MISSION STATEMENT
We are Called to serve a thriving community of seniors that live with dignity connection and purpose.
CORE VALUES
Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:
- Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another.
- Faith: We have a commitment to remain true to the vision and mission of Oakwood.
- Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair welcoming and accessible experiences for all.
- Integrity: We work to be transparent and fair. We act with honor and respect for our residents their families and our coworkers.
- Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community.
ESSENTIAL RESPONSIBILITIES (including but not limited to)
- Supports Controller with special projects and workflow process improvements; creating and maintaining strong internal controls
- Manages payroll workload to meet operational requirements. Ensure time and attendance and payroll is processed in an accurate compliant and timely manner.
- Ensures compliance with statutory reporting and filing requirements and ensures all payroll information and records are maintained in accordance with statutory requirements.
- Assists with employee information updates in the Payroll Software System including reviewing employee information.
- Maintains interfaces between time and attendance software with
- Responsible for implementation training and updates for all scheduling and time and attendance software.
- Troubleshoot problems in the software with assistance from the payroll software system.
- Verifies all changes to payroll with supporting documentation. Reviews edits by supervisors for accuracy. Works closely with supervisors and managers to ensure employees are paid properly.
- Manages productive relationships between Finance and Human Resources helping to ensure clear and open channels of communication and collaboration.
- Compiles data from payroll sources. Reviews the accurate processing of staff transfers promotions terminations etc.
- Processes and remits benefit deductions within payroll system and with third party vendors (insurance FSA 403(b) etc..
- Supports the Accounting Team prepares relevant reports for compliance on a weekly monthly quarterly and yearend basis. Reports include quarterly unemployment reporting and Payroll Based Journal (PBJ) W2s ACA 1095/1094 Forms 5500 Audit reports Annual Cost Reports and annual 990s.
- Supports the Accounting Team with audits including annual financial audit workers comp audit and 403b audit NonDiscrimination testing for flexible spending and 403b provider.
- Prepares payroll journal entry after each payroll for Accounting Manager or Controllers review and posting to the general ledger.
- Reviews the following to ensure the payroll service provider is reporting paying and filing accurately and on a timely basis: quarterly 941 tax filings all annual payroll tax filings payments for social security medicare federal tax withholding and state of Wisconsin tax withholding as well as wage attachments and garnishments.
- Supporting the Accounting Team reconciles and remits payment for 403(b) plan and maintains appropriate records. Supports 403(b) plan administrator for annual plan reporting.
- Assists in the development and implementation of payroll policies and procedures including supervisor training related to payroll. Prepares documents and delivers the payrollrelated training during employee orientation.
- Analyzes and reviews all payroll processes to improve efficiency and accuracy.
- Provides support for payrollrelated projects and processes.
- Keeps abreast of all industry changes relating to payroll.
- Participates in Financial Analysis projects as needed for Oakwood Village entities and departments.
- Partners with Controller to monitor and submit regulatory requirements related to but not limited to Medicare and Medicaid.
- Performs other duties as assigned.
ESSENTIAL QUALIFICATIONS
- Proficient knowledge of payroll functions and general accounting principles.
- Consistently accurate and detail oriented.
- Excellent organizational and prioritizing skills organizes and prioritizes workload in order to meet deadlines.
- Handles appropriately confidential information.
- Proficient knowledge of current government regulations and company policies and procedures pertaining to payroll and accounts payable.
- Excellent human relations and communication skills.
- Works collaboratively in a partnership environment which fosters effective teamwork in meeting the mission of Oakwood.
- Exercises effectively independent judgment and make sound decisions.
- Work autonomously with minimal supervision.
- Proficient in operating computer and other office equipment.
- Demonstrated ability in information management skills and problemsolving skills.
EXPERIENCE EDUCATION AND/OR TRAINING
- Associate degree in Accounting with 7 years relevant experience.
- Proficient in the use of Microsoft Office applications especially spreadsheet tools.
- Knowledge of relevant payroll processing computer applications.
- Knowledge of Generally Accepted Accounting Principles (GAAP).
- Proficient in data entry.
- Conveys knowledge of principles and processes for providing customer service. This includes possessing a willingness and ability to build strong relationships conduct meetings to share constructive feedback and navigate different personalities.
Required Experience:
Unclear Seniority
Employment Type
Full-Time
