We are a boutique consulting company trusted by Fortune 100 companies to build strong, effective leaders. We believe adults learn best by doing, so we design technology-based simulation experiences. Our clients describe these experiences as the perfect balance of learning, reflection, and fun. As a small organization serving top global companies, we offer the best of both worlds: an agile work environment and exposure to market-leading clients.

We are seeking a highly organized and detail-oriented Part-Time Financial Specialist to join our team. This role will provide essential support across finance, payroll, benefits administration, and business operations. The ideal candidate will have experience in accounting, payroll processing, and HR-related finance functions, with the flexibility to handle a variety of administrative and financial tasks in a dynamic environment.

Key Responsibilities

Accounts Receivable

Prepare and manage client invoicing in HubSpot, ensuring accurate tracking of revenue stages (invoiced, paid).

Audit invoice line items (development, delivery, consulting, etc.) and maintain billing contact records.

Handle supplier requests, questionnaires, and applications.

Accounts Payable

Process international vendor payments, including international wires as needed.

Payroll & Human Resources

Process and record biweekly payroll for employees and affiliates.

Collect and verify invoices/timesheets for affiliate and hourly employees.

Ensure compliance with payroll regulations in all nexus states (currently MA, NH, NY, IL, TN, TX, CO, CA).

Onboard new hires into ADP and manage payroll worksheets.

Banking

Maintain relationships with banking partners (Bluevine, Bank of America).

Manage and monitor bank accounts for payments, transfers, and interest optimization.

Benefits & 401(k) Administration

Onboard eligible new hires to the company’s 401(k) plan.

Process biweekly 401(k) deferrals and plan deposits via Vanguard portal.

Liaise with the company’s financial advisor and third-party administrator regarding plan documents and compliance.

Support employee benefits administration, including HSA contributions and annual workers comp audits.

Manage annual updates for insurance carriers (Unum: STD, LTD, Life, AD&D).

Business Operations & Administration

Liaise with company’s bookkeeping partner as needed.

Contribute to annual goal-setting aligned with company objectives.

Complete annual self-assessments and participate in peer reviews.

Provide weekly updates to manager on financial and operational activities.

Assist in planning, budgeting, and reporting for annual company meetings.

Participate in Business Operations meetings to review departmental goals.

Systems Used

QuickBooks Online (QBO)

Microsoft Office Suite

HubSpot

Notion

Client invoice portals and AI tools as need

Requirements

Associate’s degree in related field preferred.
3+ years of relevant experience in finance, accounting, or payroll administration.
Strong knowledge of payroll processes, benefits administration, and compliance across multiple states.
Proficiency in accounting and financial management software (QuickBooks, ADP, HubSpot).
Excellent organizational skills with attention to detail.
Strong communication and interpersonal skills.
Ability to work independently and manage multiple priorities.

Benefits

If you enjoy working with smart, collaborative people who value work-life balance and bring a sense of humor to what they do, you’ll feel right at home on our team.

401(k) plan to qualified participants
Unlimited vacation policy
Paid time off for new parents, regardless of how your family grows
Opportunities to work virtually from any location
Professional development budget.

Insight Experience

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Part-time Financial Specialist