Wealth & Wellness Analyst at Justworks

| Greater NYC Area
Sorry, this job was removed at 11:17 a.m. (EST) on Wednesday, June 30, 2021
Find out who's hiring in NYC.
See all Data + Analytics jobs in NYC
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Who We Are

At Justworks, you’ll enjoy a welcoming and casual environment, great benefits, wellness program offerings, company retreats, and the ability to interact with and learn from leaders in the startup community. We work hard and care about our most prized asset - our people.

We’re helping businesses get off the ground by enabling them to focus on running their business. We solve HR issues. We’re data-driven and never stop iterating. If you’d like to work in a supportive, entrepreneurial environment, are interested in building something meaningful and having fun while doing it, we’d love to hear from you.

We're united by shared goals and shared motivations at Justworks. These are best summed up in our company values, which are reflected in our product and in our team.

Our Values

If this sounds like you, you’ll fit right in.

Who You Are

You are a champion of navigating through spreadsheets and have a knack for picking up new technologies quickly, but you’re also a creative thinker who loves to solve for operational inefficiencies, backend internal puzzles, and are curious about the world of managing and growing different products.

This is the perfect role for someone who has accounting experience, but would like to gain exposure to other components of the business.  

We’re helping people by providing them a world class benefits experience.  Our Commuter, Fitness, and Mental Health programs are evolving, and growing rapidly within Justworks. Here you’ll have the opportunity to help redefine the way the team manages invoices for our multiple programs, troubleshoot escalated case scenarios related to billing, interface with our vendors to drive product improvements, act as the key liaison to our finance team, and contribute data driven analysis to assess how we’ve done so far, and where we should be looking ahead. 

What You Will Work On
  • Reconciling and auditing invoices and large data sets for all programs under commuter, fitness, & mental health programs as part of Justworks Benefits Programs.
  • Work as the key point of contact for all finance and accounting related queries, and manage monthly reporting and recordkeeping.
  • Perform day-to-day operations and troubleshoot escalated case scenarios related to billing and system bugs 
  • Work with third party vendors to resolve escalated issues - enrollment errors, plan coding issues, and payroll file failures
  • Triage incoming issues/inquiries to identify need for engineering, finance, or compliance intervention and escalate accordingly
  • Collect customer benefits data and other sensitive information through proprietary systems to enroll customers in third party service offerings
  • Identify and remediate issues by either creating and maintaining operations tools or working with product and engineering to improve systems 
  • Coordinate system implementation of new benefits and report changes in systems/procedures across teams
  • Maintain and execute regular filing and/or any additional regulatory duties
  • Maintain vendor and internal partner SLAs
  • Pull extensive weekly, monthly, and yearly KPIs to assess the health and performance of programs
  • Performs other related duties as assigned
How You Will Do Your Work

As an Analyst on the Wealth & Wellness team, how results are achieved is paramount for your success and ultimately result in our success as an organization. In this role, your foundational knowledge, skills, abilities and personal attributes are anchored in the following:

  • Detail Oriented and Analytical 
  • Clear Communication and Good Judgement
  • Advanced knowledge of Excel to assess and analyze data
  • In-depth knowledge of SQL to query Justworks’ internal system for projects, product changes, KPI analysis, and incidents 
  • Mastery of Jira to review ticket flow and efficiency for the team
  • Mastery of Confluence to document new and existing SOPs for product changes and operational flows
  • Mastery of Justworks’ internal system
  • Strong cross functional partnership internally across finance and product and engineering teams, as well as externally with vendors 

In addition, all Justworkers focus on aligning their behaviors to our core values known as COGIS. It stands for:

  • Camaraderie - Day to day you can be seen working together toward a higher purpose. You like to have fun. You’re an active listener, treat people respectfully, and have a strong desire to know and help others.
  • Openness - Your default is to be open. You're willing to share information, understand other perspectives, and consider new possibilities. You’re curious, ask open questions, and are receptive to thoughts and feedback from others.
  • Grit - You demonstrate grit by having the courage to commit and persevere. You’re committed, earnest, and dive in to get the job done well with a positive attitude.
  • Integrity - Simply put, do what you say and say what you'll do. You’re honest and forthright, have a strong moral compass, and strive to match your words with your actions while leading by example. 
  • Simplicity - Be like Einstein: “Everything should be made as simple as possible, but no simpler.”
Qualifications
  • Minimum of 3 years experience in a similar role 
  • Advanced Excel required
  • SQL knowledge required
  • Knowledge of Employer Sponsored Benefit Plans a plus
  • Strong written and verbal communication skills
  • Extremely detail-oriented with great time management skills
  • Experience working in a fast-paced, data-driven environment
  • Experience working cross-functionally
  • Ability to work as part of a team
  • Strong analytical and data management skills
  • Strong project management and execution skills
Diversity At Justworks

Justworks is committed to maintaining a workplace where diversity of identity, culture, and life experience is the norm and is celebrated authentically and respected consistently. Diversity in our work, our people, and our product drives creativity and innovation, entrepreneurial leadership and integrity, competitiveness, and collaboration throughout our business and in the market. We depend on our differences to make our team stronger, our workplace more dynamic, and our product accessible to all of our customers.

We’re proud to be an equal opportunity employer open to all qualified applicants regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender identity or expression, veteran status, or any other legally protected status. 

Our DEI Commitment

Read Full Job Description
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.

Technology we use

  • Engineering
  • Product
  • Sales & Marketing
    • JavascriptLanguages
    • RubyLanguages
    • Ruby on RailsFrameworks
    • MySQLDatabases
    • ConfluenceManagement
    • JIRAManagement
    • SmartsheetManagement
    • TrelloManagement
    • SalesforceCRM

Location

All positions are based at Justworks’ new headquarters at 55 Water Street, located in downtown NYC overlooking the East River and Brooklyn Bridge.

What are Justworks Perks + Benefits

Justworks Benefits Overview

People are our most prized asset. We do hard work, and we’ll always work hard to take care of you.

Culture
Volunteer in local community
Whether it's through Justworks-sponsored initiatives or in pursuit of a cause that matters to you, get paid while you're giving back. All Justworks’ employees get up to five fully-paid volunteer day
Partners with Nonprofits
Through Partnerworks, our team provides learning and development, recruitment, and networking opportunities to groups that are typically underrepresented in our industry.
Friends outside of work
Get to know your colleagues and make new friends during outings to local NYC events, our annual summer camp retreat, and monthly random lunches.
Eat lunch together
Monthly random lunches help us all take some time out to meet people from across the company.
Intracompany committees
Daily sync
Open door policy
Team owned deliverables
Team based strategic planning
Group brainstorming sessions
Pair programming
Open office floor plan
Diversity
Documented equal pay policy
Dedicated Diversity/Inclusion Staff
Justworks’ dedicated program manager for Diversity and Inclusion (D+I) oversees the company’s formal practices and policies.
Unconscious bias training
Diversity manifesto
At Justworks, we believe it takes diversity of identity, culture, and life experience to create a world in which starting, running, and joining a growing business is an accessible option for all.
Someone's primary function is managing the company’s diversity and inclusion initiatives
Diversity Employee Resource Groups
Hiring Practices that Promote Diversity
Health Insurance & Wellness Benefits
Flexible Spending Account (FSA)
Justworks employees can contribute up to $2,500 annually to their FSA.
Disability Insurance
Dental Benefits
Vision Benefits
Health Insurance Benefits
Life Insurance
Wellness Programs
Onsite Gym
Team workouts
We offer weekly onsite yoga and meditation classes.
Mental Health Benefits
Retirement & Stock Options Benefits
401(K)
Company Equity
Performance Bonus
Child Care & Parental Leave Benefits
Generous Parental Leave
Flexible Work Schedule
Remote Work Program
Family Medical Leave
Vacation & Time Off Benefits
Unlimited Vacation Policy
Generous PTO
Paid Volunteer Time
Sabbatical
Paid Holidays
Paid Sick Days
Perks & Discounts
Beer on Tap
Casual Dress
Commuter Benefits
Company Outings
Game Room
Stocked Kitchen
Happy Hours
Parking
Pet Friendly
Fitness Subsidies
Home Office Stipend for Remote Employees
Professional Development Benefits
Job Training & Conferences
Diversity Program
Lunch and learns
Cross functional training encouraged
Promote from within
Time allotted for learning
Online course subscriptions available
Paid industry certifications

Additional Perks + Benefits

Enjoy access to top-notch medical, dental, and vision insurance with the options you need to feel secure and take care of yourself, your way. Justworks offers plans with 100% covered premiums for individuals and 90%+ covered premiums for families.

Taking care of yourself doesn't end with having good health insurance, especially when it comes to dealing with stress or issues in your life outside of work. Get free access to Talkspace, the leader in anonymous, accessible, and professional online therapy. Plus, with Health Advocate, you’ll have legal, financial, and medical bill resources at the ready.

We carefully vet the benefits and perks we offer in Justworks. That means you get access to all the same great options as our customers, plus everything that’s still in beta — all while helping to make our product even better.

More Jobs at Justworks93 open jobs
All Jobs
Finance
Data + Analytics
Design + UX
Dev + Engineer
HR + Recruiting
Legal
Marketing
Operations
Product
Project Mgmt
Sales
Content
Operations
new
New York
Operations
new
New York
HR + Recruiting
new
New York
Design + UX
new
New York
Design + UX
new
New York
Finance
new
New York
Marketing
new
New York
Data + Analytics
new
New York
Sales
new
New York
Developer
new
New York
Content
new
New York
Marketing
new
New York
Sales
new
New York
Project Mgmt
new
New York
Project Mgmt
new
New York
Marketing
new
New York
Finance
new
New York
Sales
new
New York
HR + Recruiting
new
New York
Product
new
New York
HR + Recruiting
new
New York
Developer
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
HR + Recruiting
new
New York
Data + Analytics
new
New York
Data + Analytics
new
New York
Sales
new
New York
Finance
new
New York
Operations
new
New York
Developer
new
New York
Operations
new
New York
Operations
new
New York
Product
new
New York
HR + Recruiting
new
New York
Finance
new
New York
Sales
new
New York
Finance
new
New York
Project Mgmt
new
New York
HR + Recruiting
new
New York
Data + Analytics
new
New York
Operations
new
New York
Project Mgmt
new
New York
Operations
new
New York
Operations
new
New York
Data + Analytics
new
New York
HR + Recruiting
new
New York
Developer
new
New York
Marketing
new
New York
HR + Recruiting
new
New York
Marketing
new
New York
Sales
new
New York
HR + Recruiting
new
New York
Apply now
By clicking continue you agree to Built In’s Privacy Policy and Terms of Use.
Save jobView Justworks's full profileSee more Justworks jobs