Lead Client Funds Accounting – Benefits
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Job Description
Lead client funds accounting for Paylocity’s cloud-based HR and payroll software platform. Managing reconciliations, cash risk, staff performance, controls, and compliance support.
Responsibilities:
- Manage, review, and approve day-to-day activities of staff, including daily/weekly reconciliation for payroll, tax, and benefit accounts
- Manage, mentor, and provide performance evaluations for select staff members
- Provide technical and professional development training to the team
- Establish weekly assignments supporting team and company success and individual development
- Prepare month-end reconciliations, research financial differences, and support Corporate Accounting
- Collaborate with the Product Team and internal stakeholders to test and roll out new business initiatives
- Monitor cash across the total client base to mitigate risk and ensure activity is properly recorded
- Recommend mechanisms and action plans to address cash shortfalls and excesses
- Develop policies and procedures that strengthen internal controls, increase efficiency, and enable scaling
- Recommend and instruct staff to make cash collections based on reports
- Ensure department operating procedures and internal controls are followed
- Drive continued process improvement
- Review and approve process documentation
- Support Client Services inquiries
- Support Audit teams with timely SOX/SOC and other compliance documentation
- Review and approve Client Credits in accordance with company policies
Requirements:
- HS diploma required
- Bachelor’s degree in Finance or Accounting preferred
- 5+ years’ experience in a payroll service or banking operations
- 3+ years in service bureau account reconciliations
- Experience managing and mentoring staff preferred
- MasterTax Software experience
- Thorough understanding of payroll service bureaus
- Problem solving ability
- Ability to work in a fast paced environment
- Strong team and individual work ethic preferred
- Strong communication skills and problem-solving ability
- Proficiency in MS applications including Excel and Access
- High level of integrity
- Ability to sit at a desk or workstation for extended periods, typically 7–8 hours a day
- Ability to operate computer and phone systems and use multiple software programs simultaneously
Benefits:
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401(k) match
- Career development opportunities
- Fully remote work from home or location of record within the U.S.
- Annual bonus based on individual performance
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