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Financial Operations Specialist

Financial Operations Specialist

Job Description


Expected to apply problem solving and proven research methods to coordinate transaction entry, verification and pend resolution in an automated payroll and accounts payable environment
Expected to coordinate and establish priorities for assigned Team Leader(s) and Associate(s) involved in all aspects of payroll, tax filing (as assigned) and accounts payable operations
Responsible to ensure internal PPL performance metrics and staff performance are consistent with client contract and internal management expectations
Responsible for assisting with development and evaluation of assigned staff and staff training programs
Responsible for managing adequate records/documentation for audit and internal control purposes
Perform other responsibilities as assigned by FO Supervisor

ESSENTIAL DUTIES AND RESPONSIBILITIES: (Other duties may be assigned as appropriate and necessary). The requirements listed below are ranked in order of importance and are representative of the knowledge, skill, and/or abilities required to do the job successfully. Include appropriate references to quantitative abilities, computer skills, writing skills, research skills and general attributes. (Note: It may be helpful to use the PCG performance evaluation tool as a reference point.)

Manage Transaction Entry and Pended Payment Resolution (45%)
• Provide oversight and guidance to assigned staff to ensure accuracy/timeliness of payment processing
• Manage verification and data entry timesheets across multiple programs using an automated document scanning process, within standard PPL performance metrics
• Coordinate staff and technical activities related to pended payment identification and resolution
• Effectively communicate transaction status and requirements with Financial Operations Supervisor, Staff and Customer Service staff
• Data entry and update payroll, accounts payable and budget information on an as needed, limited basis

Design, Implement and Evaluate Internal Performance Metric Activities (15%)
• Assist Financial Operations Supervisor with design, implementation and evaluation of PPL performance metric benchmarks
• Monitor individual staff performance per PPL performance metric benchmarks
• Design benchmark reports to help identify staff training needs and to ensure compliance with client contract performance measures
• Coordinate processing of tax form documentation and follow-up with appropriate tax and labor agencies

Develop, Train, Assess and Guide Staff (20%)
• Provide training and tools to ensure staff has up-to-date skills to follow procedures and adhere to policy
• Mentor staff to foster business maturity and appropriate situational behavior
• Regularly assess staffing needs, identify areas of team or individual development and implement a plan to address personal or technical growth

Provide Oversight for Effective Support Ticket Operations (15%)
• Track individual transaction issues and ensure items are resolved in a timely and contractual consistent way
• Coordinate support ticket interaction with Customer Service Center staff
• Effectively communicate transaction requirements to all staff involved
• Develop regular reports to track pended payment resolution and follow-up
• Enter and evaluate support ticket information in portal

Manage Payment Filing and Archive Systems (5%)
• Ensure appropriate employee and employer documentation are stored and organized in a secure location either
electronically or physically
• Ensure documentation is retained in accordance with federal, state and local tax agency requirements, and client contract

Job Requirements

• Coordinate the production of audit materials per request from internal audit or appropriate agencies or client

EDUCATION and/or PREVIOUS EXPERIENCE REQUIRED (include any required certificates, licenses and registrations):

Education: Bachelor's Degree or equivalent experience.

Experience: 3-5 years management experience in payroll and accounts payable operations or finance, preferably in an automated system environment.


Supervisory background required
Knowledge of payroll process, forms and practices preferred
Excellent accuracy and attention to detail
Ability to work independently and as part of a team in a fast paced environment with multiple deadlines
Excellent written and oral communication skills
Process improvement oriented
Excellent spreadsheet skills required

Public Consulting Group LLC is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, gender, age, status as a protected veteran, among other things, or status as a qualified individual with a disability.
EEO Employer/Vet/Disabled

Job Snapshot

Employment Type Full-Time
Job Type Finance, Accounting
Education 4 Year Degree
Experience 3 to 5 years
Manages Others Not Specified
Industry Consulting
Required Travel None
Job ID 744
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Financial Operations Specialist

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