Accounting, Accounting Software, Analysis Skills, Balance Sheet, Business Continuity Planning (BCP), Communication Skills, Cross-Functional, Customer Conversion, Customer Relations, Detail Oriented, Documentation, Finance, Financial Administration, Financial Management, Financial Statements, Fund Management, Generally Accepted Accounting Principles (GAAP), Interpersonal Skills, Intuit Quickbooks, Multitasking, Operational Support, Operations, Organizational Skills, Payroll Administration, Payroll Management, Payroll Tax, Problem Solving Skills, Process Improvement, Reconciliation, Tax Accounting, Tax Regulations, Team Player
Payroll Management is a family-owned company since 1989, known for our customer-focused support and tight-knit company culture. We are real people, offering really great service, looking out for one another, and always growing in our skills and knowledge.
Position Summary
The Finance Administrator is responsible for developing a comprehensive understanding of all core functions within the Finance Department, including accounting, tax administration, payroll tax processing, and client fund management. This role serves as a cross-functional resource to support daily operations, assist with workload fluctuations, and provide coverage during vacancies or extended employee absences. This position requires a high level of adaptability, critical thinking, and initiative, along with the ability to seamlessly transition between responsibilities to maintain continuity of operations and service excellence.
Essential Duties and Responsibilities
Cross-Functional & Coverage Responsibilities
- Develop working knowledge of all Finance Department roles and processes
- Provide operational support across accounting, tax, and payroll functions based on volume or business need
- Serve as backup for key positions during employee absences, vacancies, or peak periods
- Cross-train with all members of the department and maintain readiness to step into multiple roles
- Identify inefficiencies and recommend process improvements across functions
Accounting & Financial Responsibilities
- Reconcile all balance sheet accounts and maintain supporting documentation
- Reconcile client tax funds collected and disbursed
- Coordinate bank reconciliations and ensure accurate posting of transactions
- Assist with year-end audit preparation and documentation
- Work with internal teams to automate reconciliation processes where possible
- Research and resolve discrepancies or system issues
Client & Operational Support Responsibilities
- Process client conversions, ensuring proper tax setup and registration
- Manage service terminations, including determination of liabilities or refunds
- Maintain accurate and secure client records
- Collaborate with internal teams to ensure proper handling of client funds
- Build positive working relationships with clients, agencies, and coworkers
General Responsibilities
- Support a collaborative and positive team environment
- Maintain confidentiality and professionalism at all times
- Assist with special projects and other duties as assigned
Minimum Qualifications (Knowledge, Skills, and Abilities)
- · Associate’s or Bachelor’s degree in Accounting or related field
- · Minimum of 5 years of accounting experience working with financial statements
- · Knowledge of Generally Accepted Accounting Principles (GAAP)
- · Experience with payroll processes and tax regulations preferred
- · Proficient in QuickBooks or similar accounting systems
- · Intermediate to advanced Excel skills
- · Strong analytical, problem-solving, and organizational skills
- · High level of accuracy and attention to detail
- · Excellent communication and interpersonal skills
- · Ability to manage multiple priorities and shift between tasks efficiently
- · Professional, self-motivated, and adaptable
- · Ability to work extended hours when needed