Finance Support Specialist - Canopy Roots

Finance Support Specialist

at Canopy Roots + Canopy Mental Health & Consulting

As our Finance Support Specialist, you will play a key role in managing the entire payroll process, providing financial support including bookkeeping, and the management of accounts payable and accounts receivable operations. You will report to the Director of Finance

Job Details

Start Date: 12/09/2024

Location: Minneapolis, MN, Hybrid 3 days in office requirement

Hiring Range: $27.10- $29.81 starting hourly rate will depend on your skills and demonstrated readiness for the role.

Hours/Day: Monday-Friday, 9:00am- 5:30pm- occasional evenings when necessary.

Job Type: Full-time Non- Exempt

Essential Job Functions

Payroll Administration

• Administer and execute payroll processing for Canopy MHC and Canopy Roots using a 3rd party payroll platform, including reviewing and validating time entries, preparing and entering data, transmitting to payroll service, verifying payroll received, distributing paychecks and data downloading into company files.
• Act as the subject matter expert for time and attendance system processes and procedures, understanding all related pay benefits and policies
• Research and resolve payroll errors while developing processes to prevent future issues.
• Act as the first point of contact for staff for payroll-related questions and concerns
• Coordinate or prepare, review, and distribute annual Forms W-2, 1099, and other related governmental requirements
• Document and update the payroll process regularly for continuous improvement

Finance & Accounting

• Process accounts payable and receivable, ensuring timely and accurate handling of bills and invoices
• Prepare monthly bank, credit card, and general ledger account reconciliations
• Assist with daily or periodic depositing of funds, including maintaining or modifying the current filing system
• Create and maintain a schedule of fixed assets and depreciation calculations
• Collaborate with finance staff to monitor overdue payments and support collections
• Collaborate with the Director of Finance on researching and gathering information for the yearly budget

Compliance & Reporting

• Collaborate with the Director of Finance to improve accounting and payroll policies and procedures
• Assist with audits and ensure compliance with federal, state, and local finance laws
• Collaborate with Director of finance for audits
• Work with external contractors to generate financial reports and submit taxes
• Support and document the month-end closing process
• Prepare reports and keep accurate records of finance-related activities
• Collaborate with external accounting contractors to generate financial reports and submit taxes
• Other finance support-related duties as assigned

Requirements

While we have identified specific requirements for this role, we acknowledge that not all candidates may possess every requirement listed. We encourage all applicants who believe they possess the necessary skills and experience to perform the role satisfactorily to apply, regardless of whether they meet each requirement to the fullest extent.

Minimum qualifications:

• High school diploma or equivalent education
• 4+ years of experience in payroll administration with a strong understanding of payroll cycles and processes.
• 2+ years of experience in accounting or bookkeeping, including managing accounts payable and receivable
• 1-2 years of experience in healthcare or a human services environment
• General working knowledge of Generally Accepted Accounting Procedures.
• Proficiency with financial and productivity software, including QuickBooks Online, Microsoft Office Suite, Google Workspace, and Adobe
• Experience working with HRIS software such as Paycor or similar software
• Passionate and knowledgeable about providing culturally responsive services, equitable healthcare access, and social and economic challenges of the communities that Canopy serves

Preferred Qualifications

• CPP certification preferred
• Experience working with Electronic Medical Record systems

Physical Requirements

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, copy machines and filing cabinets. This role must be able to remain in a stationary position 50% of the time.

About Canopy

Canopy is a values-based mental health organization committed to centering Black, Indigenous, People of Color (BIPOC) and other historically marginalized and underrepresented communities. We are composed of two sister organizations: (1) Canopy Mental Health & Consulting, and (2) Canopy Roots. The position will work with both organizations.

Canopy Mental Health & Consulting (MHC) provides high-quality outpatient psychotherapy and psychiatric services with purpose and integrity. We provide culturally affirming therapy services for historically underserved and marginalized communities in Minnesota. Our services are available in-person in Minneapolis and Richfield and via telehealth statewide.

Canopy Roots is an innovative mental health organization offering culturally affirming unarmed first responder services to people in crisis via 911 in the city of Minneapolis. We promote safety for people in crisis by providing emotional de-escalation strategies, crisis intervention support, and connection to appropriate resources. Crisis Responders are members of the communities they serve, reflecting the wide range of cultural and racial identities and experiences of the people who need our services the most.

Benefits

We care deeply about our employees and know holistic support is essential for our staff to carry out their work. Our generous employment package includes:

• Medical, Dental, and Vision Insurance
  • Choose one of our three medical plans.
  • Coverage available for your spouse, domestic partner and/or eligible dependents
• Flexible Spending Account (FSA), Dependent Care FSA, and Health Care Savings Account (HSA)
• Short-term and long-term disability insurance at no cost to you
• Ancillary insurance plans available for purchase
• 401k retirement plan with company match vested after one year of employment
• 10 paid holidays
• 7 days of wellness leave each year
• 16 days of PTO each year
• Employee Assistance Program (EAP).

Workplace Culture

Canopy Roots and Canopy MHC is a values-based, inclusive workplace that strives to create a space where our 90+ employee's unique talents, learning styles and lived experiences are valued. Creating an engaging work environment is an essential part of our culture. We uphold this commitment through staff surveys and professional development.

Our Hiring Process

Our People Operations team is committed to a person-first centered approach to our hiring process. Candidates can view currently open positions and apply online via canopyrootsmn.com/about/careers. For all positions, our hiring process includes a virtual screening interview and in-person panel interviews, reference checks and background checks for final candidates. All responder candidates must be fingerprinted and reviewed by the BCA and FBI.

Persons of color, women, members of the LGBTQ community, veterans, and individuals with disabilities are strongly encouraged to apply. If you require reasonable accommodation in completing this application, interviewing, or otherwise participating in the employee selection process, please direct your inquiries to the Human Resources team at careers@canopyroots.com. At this time, we are unable to provide company sponsored visas and are only considering candidates who are eligible to work in the United States.

The above statements are not intended to encompass all functions and qualifications of the position. Rather, they are intended to provide a general framework of the requirements of the position. Employees may be required to perform other functions not specifically addressed in this job description.