Financial Disbursement Manager

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  • $59.7K - $75.5K a year is Indeed's estimated salary for this role in Baton Rouge, LA.
Full Job Description
Job Code: 2022-PN-BR-CS-063

Company: Postlethwaite & Netterville

Department: Consulting

Job Location: Baton Rouge, LA

Job Status: Regular Full-Time

For more than 70 years, Postlethwaite & Netterville (P&N), APAC has helped businesses and individuals across the country shape clearer paths forward. Our professional accounting and assurance, consulting, tax, and technology services allow clients to streamline and organize operations, comply with changing regulations, and boost business growth with the right technological tools. As Louisiana’s top CPA firm, our rapid growth is continuing. We are looking for leaders to GROW WITH US!

The Financial Disbursement Manager is responsible for overseeing project teams dedicated to financial management and fund disbursement activities. These include processes, procedures, payment, reconciliation, and reporting for various projects related to private funds, Qualified Settlement Funds (QSF), and funds issued by federal, state, and local governments. This position will execute, maintain, review, and report on relevant financial transactions, and ensure compliance with relevant standards and program requirements.

What You'll Need:
Bachelor’s Degree in Accounting, Business or other related field is required

Minimum 5 years of relevant experience is required.

Ability to professionally and appropriately communicate and manage a diverse group of individuals and program teams.

Ability to work within a diverse team and demonstrate excellent interpersonal skills

A high degree of professionalism and to maintain the highest level of confidentiality.

Critical thinking and analytical skills

Computer proficient with the capability of performing at an intermediate or advanced level with software tools including, but not limited to, the Microsoft Office Suite of products (Excel, Word, PowerPoint) and other software programs such as Adobe, along with technologies for scheduling, travel and expense reporting and timekeeping.
Willingness to travel as needed.

What You'll Do:
Oversee multi-level workflows and processes in a dynamic environment

Manage and develop a team to effectively accomplish project goals and objectives while ensuring proper time management and productivity

Review, document, and report relevant financial transactions

Compile relevant internal & external reports including oversight, reconciliation, and resolution of related financial reporting issue

Maintain financial records and relevant reports in accordance with project compliance requirements.

Maintain and review accounting and program internal controls; documents and escalates any findings and makes recommendations for improvements, as needed.

Responsible for performing quality control review of funds disbursement activities.

Provide direction, training, guidance and oversight to department Staff and Senior consultants.

Review performance and provide coaching and addresses employee issues and concerns.

Provide thought leadership and strategic input for best practices, policies, and procedures related to funds disbursement and management.

Oversee all aspects of disbursements related to project administration, including check testing and printing, check reissues, electronic payment methods, Positive Pay exception resolution, data management with appropriate system of record, unclaimed funds bank reconciliations, and administrative payments.

Partner with internal tax professionals to oversee the execution and delivery of tax filings for federal, state and local authorities, TIN matching, 1099 processing, and monthly accounting procedures, as projects require.

Oversees activities and relationships with external process partner.

Why P&N?:
Work/Life Balance : Paid Time Off, Paid Parental Program, Paid Holidays, Dress for your Day policy, Volunteer Opportunities, Fun Team Activities

Financial Benefits : 401(k) Plan with Matching/Profit Sharing Contribution, Voluntary & Group Life Insurance, Short- and long-term Disability Insurance, Medical FSA, Dependent Care and Adoption Assistance, Competitive Salaries, Employee Referral Bonuses

Health & Wellness : Health Insurance, Dental Insurance, Vision Insurance, Employee Assistance Program, Health Savings Account with In-hospital Benefit

Join our team of professionals and take a firm step forward in your career. With defined career paths for a range of specialties and skill sets, P&N is a place where professionals of all experience levels thrive. Our Lifelong Learning program, combined with technical training opportunities for staff, ensure that this is a place where our employees can grow — and with a rich office culture and a strong commitment to work/life balance, P&N is a place where you'll be happy to do so.

Postlethwaite & Netterville (P&N), APAC is an equal opportunity/affirmative action employer. Employment selection and related decisions are made without regard to age, race, color, sex, sexual orientation, national origin, religion, genetic information, disability, protected veteran status or other protected classifications.
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