Systems and Data Support Specialist

Togetherwork Holdings, LLC; Northern (KY); Hybrid; USD 57,000 - 68,000; Full time

Benefits offered by this job

Medical, dental and vision insurance

Employer-paid disability insurance

Employer-paid Life and AD&D insurance

401(k) plan with company match

Flexible paid time off

Job summary

TogetherWork is seeking a Systems and Data Support Specialist to enhance financial operations and data integrity across client and organizational systems. You will support onboarding, bank/payroll integrations, dashboards, and AI/automation initiatives with a focus on accuracy and timely delivery.

Key responsibilities include system setup, data management, and cross-team collaboration while applying strong communication and technical skills. The role emphasizes detail and process improvement.

Qualifications

• Bachelor’s degree in Accounting/Information Systems/Business or related field.
• Minimum of three years experience in accounting, bookkeeping or financial operations.
• Experience supporting business applications or enterprise software.
• Experience with reporting or automation initiatives preferred.
• Experience providing technical support and end-user training.

Responsibilities

• Assist with client onboarding and internal system setup.
• Set up and maintain client bank account integrations with QuickBooks Online and secure password management system; troubleshoot with clients and banks.
• Support payroll and pension setup, peak processing, and year-end reporting.
• Maintain financial reporting dashboards and assist data-related projects.
• Maintain Monday.com boards, CRM contacts, and assist with newsletters and communications.
• Provide operational and systems support across departments.

Skills

Excel data analysis

Accounting & bookkeeping

Effective communication

Financial data coordination

Education

Bachelor’s degree in Accounting/IS/Business

Tools

QuickBooks Online

Monday.com

CRM systems

Job description

The Systems and Data Support Specialist supports Kesef’s bookkeeping business systems while ensuring the accuracy, integrity, and security of organizational and client data. This role serves as a resource for supporting financial reporting, data coordination, AI/automation initiatives, and system needs. This position requires strong communication skills, initiative, technical aptitude, and the ability to work collaboratively across multiple teams and leadership levels while maintaining exceptional attention to detail and meeting consistent deadlines.

What You’ll Do:

Financial Operations Support

• Assist with new client onboarding activities and internal system setup.
• Set up and maintain client bank account integrations with QuickBooks Online and Kesef’s secure password management system. Troubleshoot integration issues coordinating with clients and their financial institutions.
• Set-up and maintain client payroll account integrations with QuickBooks Online and Kesef’s secure password management system. Troubleshoot integration issues coordinating with clients and their payroll vendors.
• Support Payroll and Pension Department during annual set-up, peak processing times and end of year reporting.
• Troubleshoot software integration problems, working with clients, client vendors, and internal teams to resolve issues promptly.
• Assist with set-up and maintenance of financial reporting dashboards
• Assist all areas with financial/client data related projects

General Operations Support

• Maintain Monday.com board folders and perform periodic back-up and clean-up initiatives.
• Periodic back-up of key Monday boards
• Maintain client contact list by updating in Monday CRM and newsletter mailing list software.
• Maintain Monday board for the legacy client renewal project
• Support organizational AI/automation initiatives.
• Help with workflow documentation creation and maintenance
• Assistwith newsletter and other special client communications
• Retrieve membership and contract data for billing manager, as needed
• Provide operational and systems support across all departments, as needed.

What You’ll Bring:

• Bachelor’s degree in Accounting, Information Systems, Business Administration or a related field, or an equivalent combination of education and experience.
• Minimum of three years of experience in accounting, bookkeeping, financial operations, business systems support, or data management.
• Experience supporting business applications, system implementations, or enterprise software.
• Experience with reporting, automation initiatives, or business intelligence solutions preferred.
• Experience providing technical support and training to end users.

Technical Skills

• Advanced proficiency in Microsoft Excel, formulas, lookups, and data analysis.
• Proficiency with Microsoft Office 365 applications.
• Familiarity with using AI tools like ChatGPT or Claude.
• Experience with QuickBooks Online, CRM systems, and cloud-based business applications preferred.
• Experience with Monday.com or similar project management platforms preferred.
• Ability to quickly learn and effectively utilize new technologies.

Preferred:

• Experience in financial and synagogue operations.
• Accounts Payable, General Ledger and Payroll and pension experience
• Experience with data management, automation, workflow optimization, or business intelligence.
• Experience with QuickBooks Online, Monday.com, or similar cloud-based business systems preferred

Work Authorization Notice: Candidates must be authorized to work in the United States for the duration of employment without requiring current or future employer sponsorship of any kind, including but not limited to OPT, STEM OPT, H-1B, or any other visa classification.

The Company offers a comprehensive employee benefits program, including:

Medical, dental, and vision insurance options
100% Employer paid short/long term disability
100% employer-paid Basic Life and AD&D insurance
401(k) retirement plan with a 100% company match up to 4%
Flexible paid personal/vacation time built on mutual trust and accountability
10 sick days annually
10 company paid holidays
12 weeks paid parental leave

Salary Range Disclosure

The base range represents the low and high end of the TogetherWork salary range for this position. Actual salaries will vary and may be above or below the range based on factors including, but not limited to location, experience, and performance. The range listed is just one component of TogetherWork’s total compensation package for employees. Other rewards may include discretionary bonuses, long term incentives, a flexible paid vacation/personal time policy, 6 weeks paid parental leave and more.

Salary Range

$57,000 – $68,000

Inclusion and Diversity: TogetherWork is an Equal Employment Opportunity Employer. We are a company where diverse backgrounds, experiences and viewpoints are valued. TogetherWork does not make hiring or employment decisions on the basis of race, color, religion, gender, gender identity, sex, sexual orientation, disability, veteran status, age, ethnic or national origin, or any other basis protected by all local, state or federal laws.

Interview Process & Expectations
Our interviews are designed to be interactive and conversational. Candidates are expected to respond based on their own experience and thinking during live interviews.

To ensure a fair and consistent interview experience, the use of real-time AI tools or other external assistance to generate or guide interview responses is not permitted. Interviews are intended to reflect an individual’s judgment, problem-solving approach, and communication.