Disbursements Financial Analyst

• This position requires that the individual possesses knowledge of basic accounting principles, operational procedures, excellent computer (at least intermediate level Excel skills required) and communication skills (both written and oral) and the ability to deal professionally with both internal and external business contacts.
• He/she will be responsible for reporting on project status and issue resolution to Disbursements Team managers as well as project managers and clients as applicable.
• He/she must be highly organized, have a great attention to detail, be self-motivated, possess the ability to meet deadlines and works well in a high pressure environment.
• This position also requires that all applicants pass a basic credit and background check.

• Analyzes accounts and data for accuracy. This would include extracting data from the company database and running queries and filters on this data in excel to provide reports to management. Be able to offer a problem resolution and implementation plan. Reconcile and investigate any unexpected discrepancies.
• Apply for tax identification numbers from state and federal agencies and professionally respond to inquiries from these same agencies. Manage the application process to ensure that all required identification numbers are timely received. Follow up to ensure the process is completed by the target date.
• Maintains client and correspondence files.
• Prepare quarterly and yearly reconciliation reports for quarterly and yearly income tax reporting.
• Daily recording of time in company timekeeping system
• Confirm all posting of checks and other transactions to account records and investigate any unexplained discrepancies in account activity.
• Provides assistance and performs special projects and duties as assigned by the Senior Financial Analyst and/or Disbursement Team manager.

• The position requires Associate’s degree from four-year college or university, with accounting graduates strongly preferred; or some college classes with two to four years related experience and/or training; or equivalent combination of education and experience.

• IRS state filings, payments and amendment processing.
• Payroll taxes background + proficient with spreadsheets, pivot, wage reporting, IRS tax forms 940, 941 tax rates, tax codes.
• Tax notices
• Excel, Word, Outlook knowledge

About ApTask:
ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.
Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.

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At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.

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