Financial Services Specialist

Mcleod Centers for Wellbeing•Charlotte, NC

9h•Hybrid

About The Position

At McLeod Centers for Wellbeing, our mission is to build a foundation of healing and hope based on equity, education, and evidence-based practice for all communities. A nonprofit founded in 1969 in Charlotte, North Carolina, we have grown to become one of the largest providers of comprehensive substance use disorder treatment in western North Carolina. From initial assessment to customized aftercare, McLeod Centers provides compassionate, steadfast support for our patients’ journey to recovery. We are looking for passionate, detail-oriented professionals to join our team. McLeod Centers for Wellbeing is currently seeking a Full-time Financial Services Specialist in Charlotte, NC (Hybrid). HOW WILL YOU HELP US ACHIEVE OUR MISSION? YOU WILL: Promote the mission, vision, and values of McLeod Centers for Wellbeing through ethical, accurate, and confidential financial practices Own the payroll process, including data entry, oversight, submission, issue resolution, and reporting Prepare payroll-related accrual journal entries, including pay period and vacation accruals Support the management and administration of the retirement program Maintain daily cash management files, perform discrepancy reviews, and manage positive pay processes Support financial reporting and audit activities Maintain ownership of fixed assets and depreciation reporting Create and post journal entries Prepare deposit slips Serve as backup support for Accounts Payable functions Collaborate cross-functionally with team members, each maintaining ownership of designated financial responsibilities

Requirements

Minimum of 3 years of related experience
Bachelor’s degree in finance or accounting preferred
Ability to perform essential duties with or without reasonable accommodation
Problem Solving: Identify and resolve issues in a timely manner; analyze information effectively; demonstrate sound reasoning, including during difficult or emotional situations
Interpersonal Skills: Maintain confidentiality; manage emotions professionally
Oral Communication: Communicate clearly and effectively with colleagues and external partners
Written Communication: Write clearly and informatively; edit work for accuracy, grammar, and clarity
Quality Management: Demonstrate accuracy and thoroughness; ensure documentation is complete and properly entered into electronic systems as applicable
Ethics: Treat individuals with respect and uphold organizational values
Judgment: Exhibit sound decision-making and involve appropriate stakeholders when necessary
Planning & Organizing: Prioritize work activities and use time efficiently
Proficiency with Microsoft Office applications, including Outlook, SharePoint, OneDrive, and Teams

Nice To Haves

Experience with ADP Workforce Now or similar payroll systems preferred

Responsibilities

Promote the mission, vision, and values of McLeod Centers for Wellbeing through ethical, accurate, and confidential financial practices
Own the payroll process, including data entry, oversight, submission, issue resolution, and reporting
Prepare payroll-related accrual journal entries, including pay period and vacation accruals
Support the management and administration of the retirement program
Maintain daily cash management files, perform discrepancy reviews, and manage positive pay processes
Support financial reporting and audit activities
Maintain ownership of fixed assets and depreciation reporting
Create and post journal entries
Prepare deposit slips
Serve as backup support for Accounts Payable functions
Collaborate cross-functionally with team members, each maintaining ownership of designated financial responsibilities