Financial Specialist – Financial Operations

Job Description

Client Accounting Specialist – Advance Partners | Paychex

The Tone:
This is a hybrid full-time role at Paychex, a company that redefines workforce management by integrating payroll, HR, benefits, and advisory services into a single HCM platform. As Paychex and Paycor unite, they combine technology, data, AI, and expertise to help organizations achieve better business outcomes. This position specifically supports Advance Partners, a Paychex-backed financial services firm based in Cleveland, OH, that empowers staffing agencies with payroll funding, invoice factoring, and back-office support. The Client Accounting Specialist performs increasingly complex financial and accounting duties, ensuring financial and quality standards are met while providing crucial support to clients and team members.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: Hybrid, Cleveland, OH
• Pay: $22.00 – $28.66 hourly
• Mission: Process, research, reconcile, and analyze financial data to ensure financial and quality standards are consistently met for clients and internal teams.

What You’ll Actually Do
• Data Processing: Process, research, reconcile, and analyze key data within the designated group to ensure financial and quality standards are met.
• Procedure Compliance: Help maintain and train Accounting Specialists on procedures and procedure changes, reinforcing current processes to ensure compliance with Sarbanes Oxley requirements.
• Transaction Verification: Verify the completeness and consistency of accounting or financial transactions to ensure that controls and policies are being met.
• Client Support: Act as a resource for clients regarding processed transactions and proactively reach out to resolve cash posting exceptions.
• Report Management: Generate, review, and distribute reports to ensure accuracy of data and compliance with both Paychex policies and Sarbanes Oxley.

The Must-Haves
• Background: Associate’s Degree in Accounting or Finance.
• Experience: 1 year of experience in Accounting or Finance, combined with 1 year of experience in Customer Service.
• Skills: Data processing and analysis, financial reconciliation, Sarbanes Oxley compliance understanding, client communication and issue resolution, report generation and review.