Financial Operations Specialist

Glenmeadow, Inc.; Longmeadow (MA); On-site; USD 30,307 - 37,195; Full time

Job summary

Glenmeadow, Inc. is seeking a Financial Operations Specialist to support accounts payable, accounts receivable, payroll, and general accounting.

This client-facing role requires professionalism, discretion, and strong communication with residents, families, vendors, and staff. The successful candidate will process invoices, manage billing, assist payroll, post journal entries, and produce financial reports.

Qualifications

• Three years of related accounting experience.
• Experience with financial management systems, payroll systems, and spreadsheets.
• Associate’s degree in accounting, bookkeeping or related field.
• Strong attention to detail and organizational skills.
• Excellent interpersonal and communication skills, with the ability to interact professionally with a senior population.
• Experience with Yardi and ADP preferred.

Responsibilities

• Process invoices, review PO lines, prepare vouchers, and ensure timely payments.
• Review invoices for accuracy, research discrepancies, and resolve vendor inquiries.
• Prepare and distribute resident invoices and billing statements; post and reconcile payments.
• Investigate and resolve billing discrepancies with attention to detail and sensitivity.
• Partner with HR to ensure payroll changes are processed in Glenmeadow’s systems.
• Assist in ensuring payroll tax filings and withholdings are completed by the payroll provider.
• Prepare and post routine journal entries; reconcile GL accounts and investigate variance.
• Maintain financial records and extract GL data as needed.
• Develop dashboards and reports to track key financial metrics; analyze data for trends and improvements.
• Provide professional, responsive service to residents, families, vendors, and staff on financial matters.

Skills

Accounting experience

Attention to detail

Interpersonal skills

Communication skills

Multi-tasking

Education

Associate’s degree in accounting

Bachelor’s degree in Finance

Tools

Yardi

ADP

Microsoft Excel

Power BI

Tableau

Google Data Studio

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Financial Operations Specialist

4 days ago Requisition ID: 1488

Salary Range: $22.00 To $27.00 Hourly

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

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.

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