Business Specialist

Job Title:

Business Specialist

Status:

Full-Time, Salaried-Exempt

Reports To:

Director of Business Operations

Overview

The Business Specialist performs a variety of operational functions to manage the day-to-day business of SERI in a small business environment, supporting multiple aspects of office management across financial, human resources, and administrative functions. This role requires a highly organized, independent, and efficient professional with experience or foundational knowledge in accounting, human resources, document control, and customer service, and a high level of professionalism and discretion.

Job Description

The Business Specialist is a problem solver who has excellent communication skills and impeccable attention to detail. They think critically, understand the impacts of their decisions, multitask, and work independently. They have a high level of professionalism and discretion.

Key Outcomes of this Position

• Accurate, timely, and compliant financials support sound decision-making as SERI achieves our mission.
• Contributing to the overall success of the company by supporting HR and Business Admin functions.
• Streamlining internal processes to enhance efficiency and productivity.

Responsibilities

• Provide important financial support: (~50% of time)
• Bookkeeping utilizing QuickBooks Online
• Facilitate Accounts Payable and Accounts Receivable, utilizing QuickBooks Online, Bill.com, Salesforce, Stripe, and other payment tools
• Process expense reports
• Manage the preparation financial reports and budget tracking
• Support the human capital who make SERI’s mission efforts possible: (~30% of time)
• Ensure accurate multistate payroll, payroll taxes, and workers compensation, in partnership with external payroll vendor
• Maintain SERI’s employee handbook and process guidance to SERI contractors
• Assist with employee benefits
• Assist with employee onboarding
• Business Administration support: (~15% of time)
• Assist with annual audits, monitor administrative email accounts and virtual mail
• Maintain accurate records
• Organization-wide document control, ensuring key process documents stay up-to-date
• Other duties as assigned
• Assist with event planning

Qualifications

The ideal candidate will have 5-7 years’ experience in an administrative position or a college degree with education relevant to the specific job responsibilities. This position requires work communications through phone, email, texting, instant message, etc. An independent person with work discipline who is eager to learn and grow is needed to be successful in this organization. The candidate will possess many, if not all, of the following specific skills/attributes:

Required skills and qualifications

• Associate’s degree or equivalent
• Previous success with QuickBooks Online
• Previous success in office administration- must have accounting and business management skills

Preferred skills and qualifications

• Experience and skills in SalesForce
• Aptitude for learning new software and systems
• HR Generalist skills

Personal Qualities Essential to Success at SERI

• Highest level of integrity
• Ability to work independently
• Personally responsible
• Eager to learn and grow with the organization

Physical Requirements

• Ability to sit or remain stationary for extended periods of sedentary work.
• Ability to operate computer systems and perform detailed computer-based tasks for extended periods.
• Ability to frequently hear and communicate effectively and interact via phone, video conferencing, and other means.