POSITION SUMMARY:
Under the direction of the Director of Payroll and Grant Administration, the Payroll Accountant supports payroll and accounting operations for the YMCA of the Triangle. Responsibilities include managing bi-weekly payroll, maintaining payroll records, processing reimbursements and refunds, and assisting with federal and state filings. The role also involves Customer Relationship Management-based accounting tasks, grant documentation and reporting, accounts receivable management, and collaboration with internal teams to ensure accurate financial processes.
They are responsible for managing the functions of the program in accordance with the stated mission, goals, and policies established by the administrative staff, governing committees, and Board of Directors of the YMCA.
ESSENTIAL FUNCTIONS:
- Responsible for supporting the bi-weekly payroll process through UKG Ready HRIS system.
- Maintains timecard/timesheet records; assist with preparation of federal and state tax forms and W-2’s.
- Processes employee expense reimbursement requests.
- Responsible for storage and retrieval of payroll documents.
- Maintain various Excel spreadsheets related to deductions, benefits, and other payroll data.
- Serve as a resource of Branch/Camp staff by responding to incoming calls and emails in a timely manner.
- Administer payroll service responsibilities such as direct deposit, wage verification, garnishments, off-cycle checks, and monitor dedicated payroll inbox.
- Process W-2’s, 1099’s, and other annual filings.
- Assist with the creation of budgets to include in grant proposals.
- Organize and retrieve documentation to satisfy grant requirements and reimbursement requests.
- Manage the Association’s accounts receivable aging review on the planned schedule throughout the year and summarize the results.
- Review past due membership accounts, follow up where necessary and perform steps in CRM to write off uncollectible balances.
- Collaborate with Customer Service for the Programs Account Receivable write-offs.
- Process customer refunds by check on a weekly basis, using Customer Relationship Management (CRM) software.
- Coordinate with Accounts Payable by exporting the file from Customer Relationship Management (CRM) software and collaborating with the Accounts Payable team.
- Complete other duties as assigned.
QUALIFICATIONS:
- Bachelor’s degree in accounting, finance or related business field preferred with 2 years of experience in a payroll or accounting role, or equivalent.
- Proficiency with payroll and customer database systems; experience with UKG Ready and Personify CRM preferred but not required.
- Intermediate proficiency in Microsoft Excel and Outlook, with the ability to manage, analyze, and report on data effectively.
- Strong customer service orientation with excellent organizational, interpersonal, and creative problem-solving skills.
- Ability to thrive in a collaborative, results-driven team environment.
- Demonstrated commitment to accuracy, confidentiality, and continuous improvement, strong analytical and critical thinking abilities.
- Highly organized and capable of managing multiple priorities and meeting deadlines consistently.
- Familiarity with payroll compliance, tax reporting (e.g., W-2s, 1099s, garnishments), and nonprofit accounting practices is a plus.
- Excellent written and verbal communication skills.
- Ability to handle sensitive information with professionalism and discretion.
- Ability to relate effectively to diverse groups of people from all social and economic segments of the community.
- Multi-lingual desired but not required.
WORK ENVIRONMENT & PHYSICAL DEMANDS:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
- While performing the duties of this job, the employee is regularly required to use a computer for extended periods of time and be able to communicate using a computer and phone/smart device. The employee frequently is required to sit and reach, and must be able to move around the work environment.
- The employee must occasionally lift and/or move up to 10 pounds.
- Specific vision abilities required by this job include close vision, distance vision, and the ability to adjust.
- The noise level in the work environment is usually minimal to moderate.
- Must be able to provide valid identification for employment eligibility verification.
- Must possess a valid driver’s license and have access to reliable transportation.
- A clean driving record is required to meet YMCA insurance standards.
- Travel between YMCA locations or to off-site meetings and events may be required.
