Finance & Benefit Associate

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: $18.50- $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 receivable 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
Prepares monthly benefit billings
Responds to employment/wage inquiries
Responds to unemployment wage inquiries
Notify/track benefit payments for those on leaves of absence
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.
SJC 2/20
MG3/21
LP7/10/25