Financial Specialist at ADVISA | Powderkeg

At ADVISA, our Vision is to be the most loved and most trusted leader effectiveness partner in our markets. We chose the word love with great intention. We truly want our clients to love working with us, AND we truly want our employees to love being part of the A-Team. Further, being the employer people love versus the employer people leave is part of our strategic plan.

We partner with clients to create effective teams, leaders, and cultures because we believe everyone deserves the opportunity to thrive at work. Our diverse team of 36 is comprised of leadership and OD consultants, I/O psych and human performance experts, EQ coaches, instructional designers, facilitators, and an amazing staff who bring our values-based culture to life. Our home office is in the trendy Arts & Design District in downtown Carmel, Indiana, and we work with over four hundred companies across the country, representing all industries. ADVISA is an Elite Certified Partner of the Predictive Index® talent optimization platform, and we have nearly four decades of experience helping our clients become places where people love to work.

ADVISA is an equal employment opportunity and affirmative action employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, age, protected veteran status, status as a qualified individual with a disability, or any other characteristic protected by law.

Position Summary

We are seeking a part-time Financial Specialist to join our team in Carmel, IN. As a Financial Specialist, you will play a crucial role in managing various financial processes, including accounts receivable, accounts payable, payroll administration, and financial support. Your responsibilities will involve maintaining accurate records, collaborating with financial vendors, and contributing to the financial well-being of the company.


Accurately execute daily Accounts Receivable and Accounts Payable

processes (50%)

Accounts Receivable

  • Pick up checks daily at 10:30am at the Carmel Post Office
  • Update QuickBooks Online with collections and bank transactions
  • Post daily receipts on company Teams channel
  • Send invoices to clients with the correct payment terms, invoice lines, and billing contact
  • Maintain accurate client information in Quickbooks Online and other systems
  • Execute collections process and monitor customer accounts for timely payments and following up on overdue accounts
  • Assisting with customer invoicing and billing inquiries

Accounts Payable

  • Pay company bills accurately and on time via
  • Create and maintain a current vendor list of bills and expenses

Month-end payroll administration and reporting (25%)

  • Prepare payroll numbers including commissions, monthly salary amounts and reimbursable expenses
  • Post month-end numbers for commissioned team members on Team channels
  • Bill and collect payments for billable client expenses
  • Review and approve expense reports from employees in Expensify. Ensure timely reimbursement
  • Execute payroll directly in our company payroll system: Worksmart
  • Reconcile collections between QuickBooks Online and Salesforce daily. Identify and reconcile any discrepancies

Provide helpful, financial support to internal and external parties (20%)

  • Point of contact for medical benefits and HSA questions with WorkSmart
  • Manage Open Enrollment
  • ACH processing and set up
  • File vendor contractors and unique payment terms
  • Serve as liason for financial vendors/partners
  • Maintain accurate employee records in our payroll management system, managing employee terminations and new hire paperwork collection and entry

Company Events (5%)

Participant in team initiatives; examples include but are not limited to:

  • Collaborating with colleagues to maximize opportunities to improve and grow
  • Monthly A-Team zoom meetings
  • Mid-year and Annual meetings

Position Requirements

  • 1+ year experience of accounts payable specialist experience with QuickBooks (or similar Accounting Software)
  • Experience working in a client-focused, professional services business preferred
  • Proven software and technology savvy skills
  • Expert level fluency with all Microsoft products
  • experience preferred
  • Exceptional written and verbal communication skills

Time Requirements

  • up to 20 hours a week
  • Based in Carmel, Indiana office with flexibility for up to 2 days per month of remote work during payroll week(s)

Base Salary: $30/hour

Job Summary
  • Job Title
    Financial Specialist
  • Company
  • Location
    Carmel, IN
  • Employment Type
    Full time
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