<p>POSITION OVERVIEW</p> <p>This position reports to the Controller and is responsible for payroll, regulatory submissions, and financial analysis projects.</p> <p>MISSION STATEMENT</p> <p>We are Called to serve a thriving community of seniors that live with dignity, connection and purpose.</p> <p>CORE VALUES</p> <p>Fully embraces a culture of hospitality and teamwork by living the Oakwood Core Values:</p> <ul> <li>Compassion: We care deeply about the people we serve and the people we work with on a daily basis. We work together to help one another. </li><li>Faith: We have a commitment to remain true to the vision and mission of Oakwood. </li><li>Inclusion: We include everyone. We welcome opinions and strive to consider different perspectives to create fair, welcoming, and accessible experiences for all. </li><li>Integrity: We work to be transparent and fair. We act with honor and respect for our residents, their families, and our co-workers. </li><li>Dedication: We care about the people we serve and work with on a daily basis. We are dedicated to providing superior service to one another and our community. </li></ul> <p>ESSENTIAL RESPONSIBILITIES (including but not limited to)</p> <ul> <li>Supports Controller with special projects and workflow process improvements; creating and maintaining strong internal controls </li><li>Manages payroll workload to meet operational requirements. Ensure time and attendance and payroll is processed in an accurate, compliant, and timely manner. </li><li>Ensures compliance with statutory reporting and filing requirements and ensures all payroll information and records are maintained in accordance with statutory requirements. </li><li>Assists with employee information updates in the Payroll Software System, including reviewing employee information. </li><li>Maintains interfaces between time and attendance software with </li><li>Responsible for implementation training and updates for all scheduling and time and attendance software. </li><li>Troubleshoot problems in the software with assistance from the payroll software system. </li><li>Verifies all changes to payroll with supporting documentation. Reviews edits by supervisors for accuracy. Works closely with supervisors and managers to ensure employees are paid properly. </li><li>Manages productive relationships between Finance and Human Resources, helping to ensure clear and open channels of communication and collaboration. </li><li>Compiles data from payroll sources. Reviews the accurate processing of staff transfers, promotions, terminations, etc. </li><li>Processes and remits benefit deductions within payroll system and with third party vendors (insurance, FSA, 403(b), etc.). </li><li>Supports the Accounting Team, prepares relevant reports for compliance on a weekly, monthly, quarterly, and year-end basis. Reports include quarterly unemployment reporting and Payroll Based Journal (PBJ), W-2s, ACA (1095/1094), Forms 5500, Audit reports, Annual Cost Reports, and annual 990's. </li><li>Supports the Accounting Team with audits including annual financial audit, workers comp audit, and 403b audit Non-Discrimination testing for flexible spending and 403b provider. </li><li>Prepares payroll journal entry after each payroll for Accounting Manager or Controller's review and posting to the general ledger. </li><li>Reviews the following to ensure the payroll service provider is reporting, paying and filing accurately and on a timely basis: quarterly 941 tax filings, all annual payroll tax filings, payments for social security, medicare, federal tax withholding, and state of Wisconsin tax withholding, as well as wage attachments and garnishments. </li><li>Supporting the Accounting Team, reconciles and remits payment for 403(b) plan and maintains appropriate records. Supports 403(b) plan administrator for annual plan reporting. </li><li>Assists in the development and implementation of payroll policies and procedures, including supervisor training related to payroll. Prepares, documents, and delivers the payroll-related training during employee orientation. </li><li>Analyzes and reviews all payroll processes to improve efficiency and accuracy. </li><li>Provides support for payroll-related projects and processes. </li><li>Keeps abreast of all industry changes relating to payroll. </li><li>Participates in Financial Analysis projects as needed for Oakwood Village entities and departments. </li><li>Partners with Controller to monitor and submit regulatory requirements related to but not limited to Medicare and Medicaid. </li><li>Performs other duties as assigned. </li></ul> <p>ESSENTIAL QUALIFICATIONS</p> <ul> <li>Proficient knowledge of payroll functions and general accounting principles. </li><li>Consistently accurate and detail oriented. </li><li>Excellent organizational and prioritizing skills, organizes and prioritizes workload in order to meet deadlines. </li><li>Handles appropriately confidential information. </li><li>Proficient knowledge of current government regulations and company policies and procedures pertaining to payroll and accounts payable. </li><li>Excellent human relations and communication skills. </li><li>Works collaboratively in a partnership environment which fosters effective teamwork in meeting the mission of Oakwood. </li><li>Exercises effectively independent judgment and make sound decisions. </li><li>Work autonomously with minimal supervision. </li><li>Proficient in operating computer and other office equipment. </li><li>Demonstrated ability in information management skills and problem-solving skills. </li></ul> <p>EXPERIENCE, EDUCATION, AND/OR TRAINING</p> <ul> <li>Associate degree in Accounting with 7+ years relevant experience. </li><li>Proficient in the use of Microsoft Office applications, especially spreadsheet tools. </li><li>Knowledge of relevant payroll processing computer applications. </li><li>Knowledge of Generally Accepted Accounting Principles (GAAP). </li><li>Proficient in data entry. </li><li>Conveys knowledge of principles and processes for providing customer service. This includes possessing a willingness and ability to build strong relationships, conduct meetings to share constructive feedback and navigate different personalities. </li></ul>