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 Notice to California-based Candidates for Employment. This California Candidate Privacy Notice is intended to provide information about how Upgrade collects and uses personal information to California consumers who apply for employment with Upgrade If you are employed by Upgrade, refer to the Employee Handbook for additional information. For any questions about this notice, please contact ******** . Personal Information Upgrade Collects: Identifiers Including name, address, email, telephone number, social security number, driver license number, passport number, and other personal identifying information. Characteristics of protected classifications under California or federal law, including demographic information and other personal information obtained during the application process, such as gender, race, national origin. Professional or employment-related information, such as salary/compensation and benefits packages, other relocation or job preferences, prior background, experience, skills, and other information in support of your application, reference information, other information obtained through background checks, including employment, credit, and criminal history. Education Information. Any other information you provide as a part of recruitment, job application, or interview process. Purposes for Collecting Personal Information: To consider qualifications, skills, and interest for employment. To communicate with you during the recruitment and interview process. To conduct background checks and verify your information if you are offered employment. To provide compensation, including payroll, and administer stock options and benefits, including medical, dental, vision, commuter, and retirement benefits. To provide human resources services and conduct performance evaluations. To monitor work eligibility including work-related licenses, credentials, training, and eligibility to work in the United States. To improve recruitment and interview processes and ensure a safe and efficient working environment. To comply with applicable legal or regulatory requirements including state and federal company reporting obligations. 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.