Senior Financial & Payroll Analyst (PEO-Managed)

The Opportunity

We are seeking a detail-oriented catsSenior Financial & Payroll Analyst to support the company’s growth with corporate financial planning and workforce management. In this dual-capacity role, you will spend about 70% of your time on core financial analysis (budgeting, forecasting, and financial reporting) and 30% managing our end-to-end payroll operations through our co-employment platform.

Because our payroll, benefits administration, and employer tax filings are managed through a Professional Employer Organization (PEO), your payroll responsibilities will focus heavily on data integrity, hourly tracking oversight, compliance, and PEO invoice reconciliation rather than manual tax calculations. The ideal candidate possesses a strong corporate finance background and a solid understanding of payroll structures and workforce analytics.

What You’ll Do

1. Financial Analysis & Modeling (70%)

• Financial Reporting: Prepare monthly/quarterly financial statements for senior management, banks and board of directors.
• Variance Analysis: Conduct monthly variance analysis comparing actual financial results against budgeted baselines.
• Budgeting & Forecasting: Partner with department leaders to build, update, and maintain corporate budgets and rolling financial forecasts.
• Ad-Hoc Modeling: Build robust financial models to support strategic business decisions, capital allocation, and ROI assessments.

2. Payroll & PEO Administration (30%)

• Liaison to PEO: Coordinate with our PEO provider to facilitate smooth payroll cycle administration.
• Data Verification: Collect, review, and verify employee timecards, commissions, bonuses, and expense reimbursements before approving the final PEO batch runs.
• General Ledger Integration: Prepare and upload accurate payroll-related journal entries and reconcile related balance sheet accounts.
• Employee Support: Serve as the internal point of contact for employees regarding payroll inquiries, benefit deduction discrepancies, time off accruals, escalating complex matters to the PEO as required.

What We’re Looking For

Education: Bachelor’s degree in Finance, Accounting or Business Administration.

Experience: 4 years of experience working as a Financial Analyst or Corporate Accountant

PEO Familiarity: Experience processing payroll and generating reports through a major PEO platform, TriNet a plus.

Technical Skills:

• Advanced Microsoft Excel (VLOOKUP/XLOOKUP, Pivot Tables, Index/Match, and financial macro models).
• Strong working knowledge of GAAP accounting principles and payroll-to-GL mapping.
• Experience with ERP systems; NetSuite a plus.

Soft skills: High level of precision with numbers, attention to detail, strict discretion with handling sensitive/confidential information and strong cross-functional communication.

Preferred:

• Experience working in medical devices.

Why Join Us

• Be part of a small team, supporting the expansion of motion-preserving spine care.
• Competitive compensation and benefits.