Financial Operations Specialist

Job Title: Financial Operations Specialist

Reports to: Director of Finance

FLSA Status and Pay: $22 to $27 per hour

Schedule: Monday through Friday 9 am to 5 pm

Location: Onsite, 24 Tabor Crossing Longmeadow, MA 01106

Summary

Glenmeadow is seeking a Financial Operations Specialist to support the organization's financial operations through the accurate and timely processing of accounts payable, accounts receivable, and general accounting functions. This role plays a key part in ensuring the integrity of financial transactions. This is a client-facing position that requires regular interaction with residents, family members, vendors, and staff. The successful candidate will demonstrate professionalism, discretion, and outstanding customer service skills, with the ability to clearly and confidently communicate financial information while fostering positive relationships and maintaining confidentiality.

Essential Duties and Responsibilities include the following. Other duties may be assigned.

Verifies and posts details of business transactions, such as funds received and disbursed, and totals accounts by using the financial management system according to established Glenmeadow financial procedures, including, but not limited to:

• Accounts Payable:
  1. Process invoices, reviewing and processing purchasing orders, prepare vouchers, and ensure accurate and timely payment from vendors
  2. Review invoices for accuracy, research discrepancies, and resolve vendor inquiries in a professional and timely manner
• Accounts Receivable:
  1. Prepare and distribute resident invoices and billing statements.
  2. Receive, post, and reconcile resident payments accurately and timely.
  3. Investigate and resolve billing discrepancies with attention to detail and sensitivity.
• Payroll / Human Resources:
  1. Partner with Human Resources to ensure changes are processed accurately and timely in Glenmeadow’s HR/Payroll systems.
  2. Support payroll processing and review for accuracy.
  3. Assist in ensuring required payroll tax filings and withholdings are completed by Glenmeadow’s payroll provider.
• General Ledger
  1. Prepare and post routine journal entries.
  2. Reconcile general ledger accounts and investigate variance.
  3. Maintain accurate and up-to-date financial records and extract general ledger data as needed.
  4. Monitor accounts payable and receivable to ensure activity is current and accurate.
• Reporting & Analysis
  1. Develop and maintain dashboards and reports to track key financial metrics.
  2. Analyze financial data to identify trends, variances, and process improvement opportunities
  3. Prepare financial reports including cash receipts, disbursements, and account activity.
• Customer Service
  1. Provide professional, responsive service to residents, families, vendors, and staff by addressing questions related to financial matters.
  2. Communicate financial information clearly and respectfully, particularly when interacting with residents.
  3. Maintain confidentiality and discretion when handling sensitive financial information.

Required Education and/or Experience

• A minimum of three years of related experience in an accounting environment and using standard accounting principles.
• Experience with financial management systems, payroll systems, and spreadsheets. Experience with Yardi and ADP preferred.
• Associate’s degree in accounting, bookkeeping or related field.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent interpersonal and communication skills, with the ability to interact professionally with a senior population.

Preferred Qualifications

• Bachelor’s degree in Finance, Accounting, Business Administration, Data Analytics, or related field (or equivalent experience)
• Experience in a nonprofit setting
• Proficiency in Microsoft Excel
• Familiarity with data visualization tools (e.g., Power BI, Tableau, or Google Data Studio)
• Experience with or willingness to learn accounting software
• Excellent communication and interpersonal skills
• Ability to manage multiple tasks and meet deadlines
• Eagerness to learn and grow in a fast-paced environment