Payroll Specialist

Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $33 billion in affordable and responsible credit to our 5.5M customers. The company is backed by some of the most prominent technology investors and was recently valued at $6.3B.

We have built an energizing, collaborative and inclusive culture where team members help each other, learn and innovate to move the company and its customers in the right direction, and own the outcome of their efforts.

Upgrade has been named a “Best Place to Work in the Bay Area” three years in a row, “Top Companies to work for in Arizona” and one of the "Best Engineering Department" awarded annually by Comparably. We've also received recognition for being a best company for Diversity, Women, Culture, and Veterans.

We are looking for new team members who get excited about designing and delivering new and better products to join a team of 1850 talented and dedicated professionals. Come work with us if you like to tackle big problems and make a meaningful difference in people's lives.

About the Role:

The Payroll Specialist works closely with the Payroll team and other members of the Finance and People operations teams to support the payroll, payroll tax, benefits, and expense processes. The ideal candidate has a strong attention to attention to detail, strong payroll ethics, ability to manage confidential information. This role will be based in our Phoenix office 5 days per week.

What You’ll Do: 

• Prepare, audit, reconcile, and process bi-weekly US payroll
• Regularly reconcile & audit HSA changes that impact payroll
• Assist with auditing & back-up bi-weekly Canadian payroll
• Process terminations & run off cycle payrolls as applicable
• Review, address, and triage the payroll inbox
• Download, label, and assign incoming mail
• Assist employees with questions related to their paycheck
• Assist with benefit questions related to their pay (401K, HSA, FSA)
• Maintain PTO Purchase Plan
• Provide ad hoc support and assistance to the payroll team during bi-weekly payroll and
• monthly bonus payroll.
• Support other departments as needed with queries related to payroll and benefits
• transactions
• Assist with process documentation as well as in-house non-standard process
• documentation
• Assist with special projects as assigned including yearend tasks

What We Look For:

• Bachelor’s degree in Accounting/Finance or related fields
• 3-5 years of payroll experience
• MS Office skills required (basic formula, Vlookup, Pivot Tables)
• Team player with ability to work cross-functionally
• Strong analytical, problem-solving, and decision-making abilities
• Workday experience a plus
• Benefits experience a plus
• Canadian & US cross-border payroll tax experience a plus
• Excellent verbal, written, and interpersonal communication skills
• Strong organizational, multi-tasking, and prioritizing skills

What We Offer You: 

• Competitive salary and stock option plan
• 100% paid coverage of medical, dental and vision insurance 
• Flexible PTO
• Opportunities for professional growth and development  
• Paid parental leave
• Health & wellness initiatives

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We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.