Company Overview

XY Planning Network (XYPN) is the leading organization for fee-for-service financial advisors who want to serve Gen X and Gen Y clients, providing comprehensive financial planning services for a monthly subscription fee without product sales or asset minimums. The Network offers a virtual community for new and established financial advisors who want to serve a younger clientele and provides its members compliance support services, marketing support, business tools and templates, and a wide range of technology solutions.

XYPN was nationally recognized as one of The 346 Best Places to Work in 2019 by Inc. magazine. In addition, we have earned accolades in 2018, 2019, and 2020 as one of the Fastest-Growing Private Companies in Montana and in the US by Inc. magazine. This is an opportunity to join a rapidly growing company that is reshaping the financial services industry for the better. 

About the Position:

Get ready to dive headfirst into the treasure chest of XY Planning Network’s benefits and payroll (no scuba gear needed)! We offer a robust and well-rounded benefits package that you get to brag about all day long while supporting XYPN’s growing team!

As our part-time Payroll & Benefits Specialist, you will work closely with our Payroll & Benefits Manager in everything from payroll setup to benefit reconciliation to new team onboarding (and all the good stuff in between). If you have a love for numbers and spreadsheets and a knack for critical problem-solving, then you could be the person we’ve been waiting for!

What You’ll Be Doing:

• Support all aspects of processing the semi-monthly payroll, including reviewing timesheets and payroll deductions for accuracy and compliance
• Assist with entering payroll and benefits changes into payroll and aligned information systems i.e. iSolved (our payroll platform)
• Act as the Payroll & Benefits Manager’s primary back-up for processing payroll
• Assist with monthly payroll liability reconciliations to tie out benefits
• Assist in onboarding new team members and in training our existing team members on payroll and benefits processes
• Support the payroll audit cadence, including year-end payroll and W2 distribution
• Assist in answering payroll and benefits related team member questions, requests, and resolutions, ensuring excellent team member experiences are maintained
• Support the annual benefits open enrollment process
• Foster effective relationships with all stakeholders; both internal groups (People, Finance, team members, and team leads) and external third-party vendors to ensure accurate, efficient, and timely internal guest service
• Keep a finger on the pulse of what matters to team members as it relates to total rewards and make recommendations accordingly
• Provide support with current systems management and any future changes (or integrations) to systems including data warehousing, migration, and applicable systems training
• Assist with supporting People team on wellness initiatives and activities
• Help out with other HR-related functions that create a holistic understanding of the People department

Measurables:

• Health Insurance payroll variance
• Ancillary Insurance payroll variance

The Deets:

Start Date: ImmediatelyStatus: Part-time, non-exempt (15-30 hours/week)Location: Bozeman, MT Direct Reports: NoDepartment: People & CultureReports to: Payroll & Benefits Manager

What You’ll Bring to the Table

• Legally authorized to live and work in the United States
• A deep respect for the confidentiality required to support payroll and benefits functions
• An unparalleled passion for data, numbers, and detail; and the ability to translate data and trends into key insights and recommendations
• Effective collaboration and communication skills, as you’ll assist team members in understanding their payroll and utilizing their benefits
• Familiarity with payroll processes and record keeping practices preferred
• A natural propensity to keep our data and information (documents, files, folders, etc.) organized and readily accessible
• A (some might say) rare love and appreciation for payroll (bonus points for experience with iSolved - totally not necessary, though)
• A proven ability to constantly prioritize multiple projects in a get sh!t done atmosphere
• While you likely adore structure - and equally adore creating structure - you’ll also feel equally comfortable with ambiguity as part of a rapid-growth company
• Strong technical skills, including the ability to learn new software programs, create and manipulate reports, and database maintenance; (huge props for experience with Google Workspace, iSolved, Lively, Guideline, Slack, Monday.com)
• An appreciation for the fact that XYPN, and the world, are constantly evolving and changing and general excitement in knowing that this position, and the People department, will change in tandem

What Would Make Us Drool

• 1 -3 years previous experience with payroll and/or benefits

Compensation & Benefits

• $26.33 per hour
• Employee Stock Ownership Plan (ESOP) - up to 8% of your annual salary invested in XYPN, if minimum hours qualification is met
• Access to health insurance via Blue Cross Blue Shield (BCBS) - Company pays $150/month towards elected coverage for team member
• Access to dental, vision, voluntary life/AD&D and accident insurance options via Guardian
• LASIK/Corrective Eye Surgery Discount via Vance Thompson Vision
• Access to 401(k) retirement plan, with up to 4.5% employer match (if minimum qualification hours are met) 
• $125 per quarter to spend on yourself, specific to core value of “Be Well Being You”
• Access to a Financial Planner (Up to $500 towards upfront fee & up to $50/month as a recurring contribution towards monthly fees)
• Access to tax preparation software and discounted tax services via XY Tax Solutions
• Access to professional legal services via Rocket Lawyer
• $250 donation to a non-profit of your choice when you volunteer 40 hours 
• Cash bonuses of $1,000 for Team Member referral program

XY Planning Network believes that our team members, and the individual identities and experiences of our team members, are our key differentiators. We won't settle for mere acceptance of each other's differences because we maintain that our team is better because of our differences, not in spite of them. As such, our culture celebrates, champions, supports, protects, and thrives on our various and collective identity categories. XYPN is beyond proud to be an equal opportunity employer.