Payroll Implementation Specialist

Job Description:

JOB SUMMARY

The Payroll Implementation Specialist is responsible for the successful conversion of all new clients to Creative Planning’s Payroll systems, processes and procedures.  They will work with the Implementation Coordinator and client to ensure a smooth transition from the previous payroll processor. 

The Implementation Specialist will help coordinate all transition activities, set transition schedules, and ensure conversion deadlines are met. They will work to develop a strong relationship with the client and set relationship and performance expectations for the future.

We do not accept resume submissions from third-party recruiters or staffing agencies. Please contact our recruiting team directly.

JOB DUTIES

• Ensures the data population, operation procedures, features, and enhancements of the implemented system meets the end user’s needs and specifications for payroll processing
• Maintains the integrity of the system; assists in data testing and acceptance
• Creates user training programs and documentation
• Verifies and analyzes payroll data from various formats and determines requirements for the conversion, including data entry of company setup, employee and tax data into the new system
• Assists in processing payroll for clients
• Keeps all system documentation up to date
• Provides guidance in the payroll software and makes recommendations for system changes/enhancements
• Informs clients on regulatory changes that may affect their HR, Payroll policies, program or procedures
• Partners with sales to effectively setup new clients, this could include presentations, demonstration of Payroll system features and interface capabilities
• Responding to routine and escalated inquiries or complaints on products/services and/or from internal partners
• Develops and implements data integrity measures and testing
• Notifies management of issues, and make suggestions for corrective action

REQUIRED EXPERIENCE / QUALIFICATIONS

• Associate degree in business, Accounting, Finance, Human Resources, or related field
• Advanced level in Word, Excel, Outlook, PowerPoint, Internet, etc.
• Strong technical skills and overall PC proficiency
• Familiar with payroll processing, including tax, benefit, and other deductions
• Ability to work independently and effectively communicate with internal and external stakeholders.
• Able to react to change and to manage multiple tasks and priorities
• Meticulous attention to detail, as well as reliability and ability to carry out daily functions in an efficient and timely manner
• Excellent verbal and written communication skills
• Ability to work in a fast paced, team environment with the goal of meeting tight deadlines under pressure

PREFERRED EXPERIENCE / QUALIFICATIONS

• Bachelor's degree or equivalent experience
• 2-4 years of experience in Payroll / HCM systems
• Knowledge of HR operations, systems, policies and procedures

EXPLORE THE WORKPLACE OF THE FUTURE

Creative Planning (formerly BerganKDV) is a leading professional services firm with a contagious culture; where growth is fostered and making a difference means something. Our values drive our decisions, and our passion is empowering people and creating wow experiences for our clients.

Creative Planning (formerly BerganKDV) Differentiators:

• Growth Potential
• Close-Knit Collaborative Team
• Mentor Program
• Employee Referral Rewards
• Comprehensive Benefits Package
• Customized Career Path
• Open Door Leadership Style

BENEFITS THAT GO BEYOND 

We are proud to offer a competitive and comprehensive benefits package, with options designed to help you make the best decisions for yourself, your family, and your career.  Our competitive compensation package is catered to reward you for your performance and recognize you for the value you bring to our business.  In addition, our total package includes medical and dental coverage, matching 401(k) plans, PTO, observed holidays and a range of programs and benefits designed to support your physical, financial, and social well-being. 

Creative Planning (formerly BerganKDV) is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.