Payroll Financial Data Specialist

Job Description

Job Description

Are you passionate about precision, numbers, and helping clients succeed? We’re looking for a phenomenal Financial Data Specialist to join our Finance Team at Checkwriters!

In this role, you’ll be the heartbeat of our financial operations — ensuring accuracy, compliance, and efficiency across our clients’ financial records and processes. You’ll work closely with our teams to deliver top-notch service with integrity and attention to detail.

Checkwriters is a payroll and HR services company focused on elevating every step of the customer experience. From customer interactions with our team to our genuinely useful software that's designed to fit customer needs — we don’t just provide an excellent product. We have a team of experts who care about the details, and work continuously to ensure that the customer experience is the best of any payroll and HR provider.

On a typical day you will:

• Re-process direct deposit account information, in conjunction with customer service representative(s) and client(s).
• Post journal entry adjustments, via ACH, directly to customers.
• Accurately process stop payments, with our banking partners, on behalf of clients.
• Maintain and post GL entries. 
• Establish compliant and accurate financial procedures, and set up reporting between Checkwriters, our clients, and outside sources.
• PayCard Administration; including data entry, client compliance, and client contact.
• Accurately administer Flexible Spending Accounts, including but not limited to enrollments, terminations, customer inquiries, card replacements, claims processing, and annual enrollee statements.
• Ensure timely completion of 401k reporting, via various platforms.
• Client file processing and external reporting of client detail.
• Client mailings and communications, and special projects, as assigned.
• Scanning, filing, organizing, as needed.
• Compliance with all security and confidentiality policies and procedures.

What you’ll need:

• College degree in related field, preferred. 
• Basic computer knowledge and skills, effective organizational skills, strong attention to detail, and a team-oriented approach.
• Skill in building positive and professional relationships with clients and external partners.
• Efficient and effective written and verbal communication skills. 
• Ability to thrive in a fast-paced, service-oriented, client-focused position. 
• Ability to multi-task, accurately prioritize, and complete projects/tasks in a structured time frame. 
• Outstanding work ethic and a positive attitude. 
• A strict adherence to, and understanding of, confidentiality and ethical conduct.