SWBC
SWBC Reporting Analyst
SWBC is seeking a talented individual to utilize systems and data to generate and improve reporting of business/accounting/payroll/benefits information in the most effective and productive manner. The ability to write and modify VBA code in Excel for macros will be essential. This individual will maintain current systems and assist in the implementation of the new systems. This individual will make recommendations and changes in order to improve and support business activities for SWBC Professional Employer Organization (PEO). This position will allow an individual to make recommendations and changes in order to improve and support business/accounting activities for SWBC Professional Employer Organization (PEO). You will have an opportunity to be creative and challenge yourself to learn something new each and every day. The best part of this role is that you will be a part of an engaged and hardworking team that helps each other be successful. Essential duties include the following: Creates custom macros in VBA to help internal staff with increasing productivity. Creates custom reports in Informer with JavaScript. Produces and submits various reports to executive and senior management. Assists clients with the creation of custom reports to meet their business needs. Audits the control environment to ensure accurate financial reporting and controls are in place and that all components' costs/rates/premiums due and payable by PEO clients or worksite employees are accurately calculated and collected/paid. Collaborates with the accounting and benefits teams to ensure they have the tools available to efficiently complete their reconciliation of payments to vendors/state tax collectors as well as the reconciliation of income and costs to the General Ledger (GL). Assists members of the PEO accounting and payroll teams in the creation of customized financial reports requested by PEO clients. Coordinates with PEO management and their staff in preparing custom reports and macros. Participates in ad-hoc projects and due diligence efforts. Creates, analyzes, and audits personnel and financial reports for outside vendors. Reports and audits new Worker's Comp information with the carrier on a timely basis. Ensures the accounting team and external team members are informed of business process changes, business issues, technical system information, etc. by communicating and collaborating with team members on a regular basis. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: Bachelor's degree in business administration, economics, computer programming, or related field from an accredited four year college or university required. Minimum of two (2) years of experience with computer programming in any language that is similar to VBA. Ability to work in and learn multiple systems. Working knowledge of audit procedures and processes, financial reporting, accounting and variance analysis, and continuous improvements. Working knowledge of program and project business case analysis, return on investment (ROI), application lifecycle and technology roadmaps, developing business capability plans, and cost accounting/financial analytics preferred. Familiarity with a wide variety of data reporting, retrieval and analysis tools, financial management methodologies, and financial algorithms, such as variance, profit/loss, cost, and financial statement analysis. Working knowledge of gathering and analyzing business intelligence in order to make recommendation to improve company results. Exposure to managing multiple project management lifecycles, writing and maintaining clear and concise project documentation, and managing change control. General understanding of Enterprise Resource Planning (ERP) system software such as Oracle, SAP, Microsoft, NetSuite or Workday. Working knowledge of payroll processing and related employment tax calculation and filings. Exceptional communication, preparation, and interpersonal skills in order to effectively communicate with a wide range of personnel. Strong analytical and problem-solving skills. Keen attention to detail and accuracy. Proficient computer and keyboard skills including Microsoft Office (Outlook, Word, and Excel). Advanced Excel skills including pivot tables, index matching, vlookups, etc. Able to influence others and build strong rapport with internal customers. Able to work independently, cross-functional, and in team environments. Able to use basic office equipment, including copy machine, personal computer, and fax. Able to type 35 WPM. Able to travel locally or nationally by car or plane. Able to sit for long periods of time performing sedentary activities. Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items. SWBC offers: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.
SWBC is seeking a talented individual to utilize systems and data to generate and improve reporting of business/accounting/payroll/benefits information in the most effective and productive manner. The ability to write and modify VBA code in Excel for macros will be essential. This individual will maintain current systems and assist in the implementation of the new systems. This individual will make recommendations and changes in order to improve and support business activities for SWBC Professional Employer Organization (PEO). This position will allow an individual to make recommendations and changes in order to improve and support business/accounting activities for SWBC Professional Employer Organization (PEO). You will have an opportunity to be creative and challenge yourself to learn something new each and every day. The best part of this role is that you will be a part of an engaged and hardworking team that helps each other be successful. Essential duties include the following: Creates custom macros in VBA to help internal staff with increasing productivity. Creates custom reports in Informer with JavaScript. Produces and submits various reports to executive and senior management. Assists clients with the creation of custom reports to meet their business needs. Audits the control environment to ensure accurate financial reporting and controls are in place and that all components' costs/rates/premiums due and payable by PEO clients or worksite employees are accurately calculated and collected/paid. Collaborates with the accounting and benefits teams to ensure they have the tools available to efficiently complete their reconciliation of payments to vendors/state tax collectors as well as the reconciliation of income and costs to the General Ledger (GL). Assists members of the PEO accounting and payroll teams in the creation of customized financial reports requested by PEO clients. Coordinates with PEO management and their staff in preparing custom reports and macros. Participates in ad-hoc projects and due diligence efforts. Creates, analyzes, and audits personnel and financial reports for outside vendors. Reports and audits new Worker's Comp information with the carrier on a timely basis. Ensures the accounting team and external team members are informed of business process changes, business issues, technical system information, etc. by communicating and collaborating with team members on a regular basis. Performs all other duties as assigned. Serious candidates will possess the minimum qualifications: Bachelor's degree in business administration, economics, computer programming, or related field from an accredited four year college or university required. Minimum of two (2) years of experience with computer programming in any language that is similar to VBA. Ability to work in and learn multiple systems. Working knowledge of audit procedures and processes, financial reporting, accounting and variance analysis, and continuous improvements. Working knowledge of program and project business case analysis, return on investment (ROI), application lifecycle and technology roadmaps, developing business capability plans, and cost accounting/financial analytics preferred. Familiarity with a wide variety of data reporting, retrieval and analysis tools, financial management methodologies, and financial algorithms, such as variance, profit/loss, cost, and financial statement analysis. Working knowledge of gathering and analyzing business intelligence in order to make recommendation to improve company results. Exposure to managing multiple project management lifecycles, writing and maintaining clear and concise project documentation, and managing change control. General understanding of Enterprise Resource Planning (ERP) system software such as Oracle, SAP, Microsoft, NetSuite or Workday. Working knowledge of payroll processing and related employment tax calculation and filings. Exceptional communication, preparation, and interpersonal skills in order to effectively communicate with a wide range of personnel. Strong analytical and problem-solving skills. Keen attention to detail and accuracy. Proficient computer and keyboard skills including Microsoft Office (Outlook, Word, and Excel). Advanced Excel skills including pivot tables, index matching, vlookups, etc. Able to influence others and build strong rapport with internal customers. Able to work independently, cross-functional, and in team environments. Able to use basic office equipment, including copy machine, personal computer, and fax. Able to type 35 WPM. Able to travel locally or nationally by car or plane. Able to sit for long periods of time performing sedentary activities. Able to push, pull, and lift up to 20 lbs. of files, supplies, documents, or other related items. SWBC offers: Competitive overall compensation package Work/Life balance Employee engagement activities and recognition awards Years of Service awards Career enhancement and growth opportunities Leadership Academy and Mentor Program Continuing education and career certifications Variety of healthcare coverage options Traditional and Roth 401(k) retirement plans Lucrative Wellness Program *Based upon employee eligibility SWBC is a Substance-Free Workplace and requires pre-employment drug testing. Please note, SWBC does not hire tobacco users as allowed by law.