Finance Specialist

The Execu|Search Group - New York, NY

Temporary | Contract
About the Opportunity
A nonprofit organization in New York City is currently seeking a new Finance Specialist for a promising position with their growing staff. In this role, the Finance Specialist will be responsible for assisting the Employer Financial Service Manager with the day-to-day processing of premium contributions and employer / member processing. Apply today!

Company Description
Nonprofit Organization

Job Description

The Finance Specialist will:
Allocate employer payments to member's retirement account
Review and process new applications, compensation changes, notifications of terminations, calls received from the employer, the history of payments, and any other related information
Make accounting adjustments to the account as needed to correct past discrepancies
Contact employers to request missing documentation or clarify payments
Oversee employer accounts, maintain regular contact with the employer, and handle all employment and compensation changes
Review unallocated employer payments and invoices to determine the reason the payment did not match the invoice
Research problem accounts to determine the cause of discrepancies and provide a detailed accounting of the billing and payment history to explain the problem and justify the premium due
Collect premiums from employers behind in payments and inactivate delinquent accounts
Assist with the preparation, production and handling of invoices
Required Skills
2+ years of experience in Employee Benefits and Pension Plan processing
Bachelor's Degree in Accounting and/or Business
Working knowledge of CRM & Lotus Notes
Microsoft Office/Suite proficient (Excel, Outlook, Word, etc.)
Solid problem solving and time management skills
Great interpersonal skills
Excellent communication skills (written and verbal)
Strong attention to detail
Highly organized
Desired Skills
Experience working within a Nonprofit Organization