Cedarstone

Payroll

• Process multistate payroll for multiple clients
• Track state tax and Secretary of State registrations
• Reconcile benefit and 401(k) allocations
• Work across platforms such as QuickBooks Payroll, OnPay, Gusto, Paycor, and ADP
• Support payroll system integrations and conversions
• Respond to client and employee questions about payroll, taxes, and benefits
• Collaborate with Financial Operations and client leadership

Payroll Specialist

Project Manager

• Own and drive onboarding plans, timelines, and cross-functional team tasks.
• Coordinate the collection of essential setup details, from system access and banking to payroll and workflow requirements.
• Partner with internal leaders to ensure receiving teams are fully prepared and workflow expectations are crystal clear before a project wraps up.
• Continuously refine our onboarding checklists, templates, and tools while proactively keeping leadership ahead of any timeline or scope risks.

Client Onboarding Project Manager

Accounting Manager

• Process financial transactions (A/P, A/R, and Payroll) in an accurate and timely manner
• Prepare and process client invoices, wire transfers, and expense reports
• Research and solve client problems, providing clear explanations of reports and collaborating on solutions
• Maintain client data and ensure all monthly tasks are tracked (e.g., using Canopy)
• Proactively communicate with clients, answering questions and providing timely follow-up on requests
• Meet with client operations teams and internal client relationship teams to ensure commitments are met
• Assist with client onboarding and provide backup coverage for teammates
• Document processes to ensure service continuity
• Collaborate with other Associates to identify and implement process improvements for greater efficiency and accuracy

Accounting Associate

General

• Record and classify donations in CRMs in a timely and accurate manner following standardized processes.
• Record donations in accounting systems as journal entries (JEs) in a timely and accurate manner.
• Reconcile donation totals between accounting systems and CRM systems on a monthly basis.
• Research any incomplete data to ensure accuracy of recorded transactions.
• Create and send donation acknowledgements and receipts to donors.
• Communicate with each client at an agreed-upon frequency.
• Receive client and donor emails and calls.
• Proactively ask clients and donors questions related to donations that may require investigation.
• Explain information and next steps in a clear way to clients and donors.
• Assist in client onboarding and provide backup coverage to other Donation Specialists.
• Meet with select client service teams to ensure client commitments are met.
• Document processes to ensure work could be carried on by someone else.
• Assist Accountants and auditors by running requested donation reports by clients’ annual audit deadlines.

Donation Specialist – Part-Time

Operations

• Supporting client fundraising through hands-on data entry, coding donations, and reconciling accounts
• Work primarily within Virtuous CRM to maintain high-quality data
• Ensure timely donor acknowledgments and receipts
• Collaborate with internal teams across Development Operations, Financial Operations, and Data/IT
• Involved in direct communication with clients and donors to support high-quality care and service

Development Operations Donation Specialist

Onboarding Specialist

• Coordinate meetings and tasks for onboarding
• Prepare documentation and setup systems
• Communicate with clients and follow-up as needed
• Ensure onboarding is organized and timely