Sr Accountant, Payroll and Finance Operations

United Way Worldwide; Cincinnati, Northern (OH, KY); Hybrid; USD 59,000 - 72,000; Full time

Benefits offered by this job

Generous paid time off

Health, dental, vision and life ins.

403b plan with company match

Disability insurance

Employee assistance program

Job summary

United Way Worldwide seeks a Sr. Accountant, Payroll and Finance Operations to manage payroll, accounts payable, reconciliations, and financial reporting. This role supports audits, tax processes, retirement plan compliance, insurance administration, and operational finance activities.

The position interacts with teams across the organization and requires strong numerical accuracy, confidentiality, and cross-functional collaboration. On-site work with occasional travel supported.

Qualifications

• Bachelor's degree preferred in accounting/finance/business administration.
• Minimum of five years of relevant accounting or financial experience preferred.
• Payroll processing and benefits administration experience preferred; Paycor experience highly desirable.
• Proficiency in Microsoft Teams, SharePoint, Word, PowerPoint, and Outlook required.
• Intermediate proficiency in Microsoft Excel required.

Responsibilities

• Serve as the primary contact for insurance-related matters, including renewals, invoices, claims, and annual questionnaire coordination.
• Coordinate financial audit and tax preparation activities, including Form 990 support and documentation submission.
• Lead 403(b) compliance and reporting, including coordination of the annual 403(b) audit.
• Coordinate biweekly payroll processing with HR and prepare payroll reports.

Skills

Attention to detail

Analytical skills

Communication

Team collaboration

Education

Bachelor's degree in Accounting, Finance, Business Administration, or related field

Tools

Paycor

Microsoft Teams

SharePoint

Word

PowerPoint

Outlook

Excel

Job description

The Sr. Accountant, Payroll and Finance Operations is responsible for key accounting and financial operations, including payroll, accounts payable, account reconciliations, audit and tax support, retirement plan compliance, insurance administration, financial reporting, and other Finance and Operations activities. Serves as a primary resource for assigned accounting processes and ensures accurate, timely, and compliant financial administration.

KEY AREAS OF RESPONSIBILITY

• Serve as the primary point of contact for insurance-related matters, including policy renewals, invoices, claims, contract-related activities, reporting requirements, and coordination of the annual renewal questionnaire.
• Coordinate financial audit and tax preparation activities, including Form 990 support, organization of requested documentation, and timely submission of required information to auditors and tax professionals.
• Serve as the lead for 403(b) compliance and reporting activities, including coordination and support of the annual 403(b) audit.
• Coordinate biweekly payroll processing with Human Resources. Perform payroll verification, complete associated uploads and prepare required payroll reports and supporting documentation for Finance.
• Serve as the lead for CPP accounts payable. Weekly support for UWGC accounts payable activities.
• Support the annual Form 1099 reporting process, including preparation, review, and coordination of required information.
• Facilitate the completion and submission of the annual United Way Worldwide Membership Certification.
• Prepare and maintain accounting reconciliations for employee benefits and related liability accounts.
• Review and process monthly invoices from health and life insurance carriers.
• Support UWGC's records retention program by providing guidance on Finance retention requirements, maintaining the organizational records retention and document destruction database, reconciling physical storage records, and coordinating the timely destruction of records in accordance with established retention standards.
• Provide administrative support for key finance activities.

SUPERVISORY RESPONSIBILITIES

None

DESIRED COMPETENCIES

Accountability, Attention to Detail and Accuracy, Analytical and Problem-Solving Skills, Confidentiality and Professional Judgment, Effective Communication, Collaboration and Teamwork, Time and Project Management, Process and Compliance Orientation, Technological Proficiency, and Positive Culture Creator.

JOB RELATIONSHIPS WITH

Interacts with team members at all levels of the organization, volunteers, agency executives, vendors, professional service providers, and members of the general public.

MINIMUM QUALIFICATIONS

• Bachelor's degree in Accounting, Finance, Business Administration, or a related field preferred.
• Minimum of five years of relevant accounting or financial experience preferred.
• Experience with payroll processing and benefits administration preferred; experience with Paycor is highly desirable.
• Proficiency in Microsoft Teams, SharePoint, Word, PowerPoint, and Outlook required.
• Intermediate proficiency in Microsoft Excel required.

WORKING CONDITIONS

• Normal office environment with little exposure to dust, noise, temperature, and similar conditions.
• Ability to lift up to 20 pounds.
• Occasional local travel to meetings and events within the regional area.
• Extended viewing of computer and monitor use.

SALARY

Starting at $65,000 plus a competitive benefits package (final offer based on level of experience)

BENEFITS

• Generous paid time off including vacation, personal, sick, and holiday time
• Medical, Dental, Vision, Life Insurance, 403b plan with company match
• Short-Term & Long-Term Disability Insurance
• Employee Assistance Program and access to other free health programs
• Community volunteer opportunitiesProfessional development and training opportunities