Finance and Benefit Associate 506

PINNACLE COMMUNITY SERVICES, INC.

JOB DESCRIPTION

JOB TITLE:                                            FINANCE & BENEFIT ASSOCIATE

PROGRAM:                                         Administration

STATUS:                                               Full Time; On-Site

FLSA DESIGNATION:                       Non-Exempt

REPORTS TO:                                      Finance Supervisor

DEGREE:                                               High School Diploma or GED  (Business Classes preferred)

EXPERIENCE:                                      General Accounting including General Ledger data entry and payroll data entry preferred

ROP:                                                      $17.50- $20.00 /Hour

POSITION OVERVIEW: 

The Finance and Benefit Associate is responsible for supporting the financial operations of the

organization by performing a variety of accounting and payroll-related tasks. This position ensures the

accurate and timely processing of payroll, maintenance of financial records, and adherence to relevant

regulations and company policies. The role requires strong attention to detail, excellent organizational

skills, and the ability to work with sensitive and confidential information.

BENEFITS:

• Health insurance with an HRA account (HRA-80% of the deductible), vision, and dental plans available (health insurance begins 1^st day of month after 30 days of work service)
• Employees working at least 1,000 hours per year and who opt out of health insurance either upon hire or during the open enrollment period will receive a $750 lump-sum payment 
• Flexible Spending accounts for both health and dependent care 
• Employee Assistance Program available
• Employer paid short- and long-term disability insurance available
• Employer paid life insurance with the option to purchase additional coverage at group rates (available the 1^st day of month after 30 days of work service)
• 401k Retirement Savings Plan – Agency contributes 1% of an employee’s salary after 1 year of service yearly AND in addition matches the first 3% that the employee contributes to their 401k Plan   
• Mileage Reimbursement
• 15 Paid Time Off days, (PTO) in the first year (buy back, carryover, and transfer to Long Term Sick bank is also available at calendar year-end of unused PTO)
• Employee receives yearly - 1 floating holiday and 13 recognized Agency holidays 
• 1 Wellness Day yearly
• Wage/Longevity Bonuses available
• Attendance Bonus available bi-annually
• Bereavement Leave – 4 work days of leave with pay available
• Staff Recognition/Staff Appreciation events
• Team Building and In-House training available offering learning and educational opportunities

SKILLS:

• Detail oriented with strong computer skills.
• Data Entry and Verification
• Computer proficient in use of Microsoft Applications and Cloud Based Finance Software

PHYSICIAL/ENVIRONMENTAL DEMANDS:

• Occasional lifting (15 pounds or less).
• Occasional standing/sitting/stair climbing.
• Moderate stress.
• Frequent PC/computer work.

AGENCY EXPECTATIONS:

• Demonstrates knowledge of and passion for the program, mission, and services of Pinnacle Community Services
• Complies with all policies and procedures of Pinnacle Community Services (including the Collective Bargaining Agreement, and corporate Compliance Policies) and all governmental and legal requirements
• Attends and participates in appropriate agency staff trainings and meetings
• Advocates for team focused solutions

JOB RESPONSIBILITIES:   

• Works with the Finance Team and program teams to ensure all financial and payroll   activities are accurately submitted, verified and approved.
• Follows the designated policy and procedures  to review and develop sound checks and balances pertaining to fiscal operations; including accounts recevable and accounts payable
• Ensures all costs are appropriately documented,  allocated and verified,   based on the guidelines for each funder.
• Prepares, enters and monitors payroll information
• Prepares payroll related records and remittances
• Prepares payroll reports as required by outside sources
• Responsible for ensuring appropriate documentation of purchases,  invoices and receipts are submitted to finance software appropriately
• Submits invoices and verifies details are accurately included to correctly direct invoice charges
• Monitors and performs random audits of all petty cash accounts
• Processes new employee payroll related information
• Monitor and submit all payments for benefits, staff mileage and contracted services,  ensure accuracy.
• Maintains effective working relationships with staff, service providers and auditors
• Assists with other duties in  Finance and Payroll/ HR  to assure appropriate completion and good checks and balances
• Assists Human Resources Officer as needed in payroll, benefits, onboarding and filing duties
  1. Prepares monthly benefit billings
  2. Responds to employment/wage inquiries
  3. Responds to unemployment wage inquiries
  4. Notify/track benefit payments for those on leaves of absence
  5. Assists with completion of employee ADP files and onboarding duties as requested.
• Assists in ensuring accuracy of charges for any costs affected by staff changes,  turnover or new hires.
• Performs other duties assigned by Supervisor and Administration

DISCLAIMER:

The information contained in this job description has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities and qualifications required of this position.  

EOE STATEMENT:

It is the policy of Pinnacle Community Services, Inc. to provide equal opportunity in employment and delivery of those we serve without regard to hire, promotion, layoff, recall or other terms and conditions of employment because of race, creed, age, color, sex, sexual orientation, religion, disability, national origin, gender identity, citizenship of any person, immigration status of any person who is not a citizen of the United States, or any other category protected by law.  The prohibition of discrimination includes harassment.  The people we serve include all those we serve and people service groups who request and are eligible for Pinnacle Community Services, Inc.  Ongoing training is provided to assure adherence to this Policy.  Pinnacle Community Services, Inc. is an Equal Opportunity Employer.