Finance Specialist

Finance Specialist

Location: San Diego, CA Employment Type: Full-Time Compensation: $29.11hr -$42.16 DOE

Purpose: We are seeking a highly organized and detail-oriented Finance Specialist to join our team. This is a newly created role that will play a crucial part in ensuring the smooth and efficient management of our financial operations. The Finance Specialist will be responsible for payroll and benefits administration, accounts payable and expense management, financial reporting and analysis, and coordinating with our financial service providers. The ideal candidate will be proactive, possess strong analytical skills, and thrive in a fast-paced environment. The Finance Specialist will report to the Union President or Designee subject to change as this team evolves. Job Classification: Non-Exempt, Permanent, Full time, 5 days per calendar week, 8 hours per day worked.

Primary Responsibilities:

• Payroll & Benefits: Process bi-weekly/monthly payroll accurately and timely. Administer the company's 401(k) plan, including enrollment, contributions, and compliance. Manage benefits administration, including enrollment, renewals, and employee inquiries. Conduct periodic reviews of benefits programs to ensure competitiveness and compliance.
• Accounts Payable & Expenses: Process accounts payable invoices promptly and accurately. Collect and verify invoices, ensuring proper documentation and approvals. Manage prepaid expense (PEX) cards, including distribution, reconciliation, and reporting. Perform cost comparisons and expense analysis to identify areas for cost savings. Monitor inventory of essential office supplies and restock or reorder as backup.
• Financial Reporting & Analysis: Prepare and deliver weekly expense reports to management. Track and record deposits and revenue in a timely manner. Generate monthly membership trend reports, providing insights into membership growth and retention. Serve as a backup for membership reporting and dues processing as needed.
• Financial Services Coordination: Coordinate deliverables from our financial services provider. Collaborate and partner with the Chief Financial Officer and/or appropriate staff on financial projects and initiatives. Lead participation in month-end close procedures, ensuring accuracy and timeliness.
• Administrative Responsibilities: Reception coverage as assigned. Data entry as needed. All other duties as assigned.

Requirements: While no one candidate will possess every quality outlined for this position, the successful candidate will bring many of the following professional skills and personal attributes: Bachelor's degree in accounting, finance, or a related field is preferred. 3-5 years of experience in finance, accounting, or a related field. Proven experience in payroll processing and benefits administration. Strong understanding of accounts payable and expense management. Proficiency in financial reporting, budgeting and data analysis. Excellent organizational and time-management skills. Strong attention to detail and accuracy. Intermediate skills in Microsoft Excel, Microsoft Office and Microsoft Teams Experience with NetSuite or similar ERP systems Excellent communication and interpersonal skills. Maintain a positive and professional attitude with members, employers and staff. Handle multiple projects and meet established timelines within a 40 hour work week. Demonstrated ability to work independently and exercise sound judgment in making decisions that support and advance organizational goals Preferred Skills: Experience with Paychex. Advanced excel skills.

About SEIU Local 221: Service Employees International Union, Local 221 (SEIU Local 221) is a progressive union representing over 13,000 San Diego and Imperial County area employees, including County, cities, courts, schools, Red Cross, and Head Start workers. With an active membership, we plan to organize thousands more workers to continue to be the leading political and community voice for working families in San Diego. This voice comes directly from our members. We believe that the needs and issues of working people are integral to any true social change.