Experience

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  Leidos

  • Payroll and Benefits Accounting Manager

    • Mar 2022 - Present

    Lead, mentor and train a team of 5 accountants, identifying ways for growth and development opportunitiesLead month/quarter/year-end accounting close activities for Payroll, Benefits and Equity Based Compensation department ensuring that all financial data is complete, accurate and in accordance with US GAAPReview and approve general ledger postings and monthly balance sheet account reconciliationsPrepare and present quarterly account fluctuations to executive leadershipImplement, review and update internal controls related to payroll and benefit accountsMaintain and develop checklists and process procedures to reflect current department practicesCoordinate audits of retirement, pension and health and welfare plans for Leidos and its subsidiaries ensuring SEC filing deadlines are metReview and approve payroll postings for 45,000+ US and Canada employeesSupport accounting migration of multiple company subsidiaries ensuring appropriate journal entries are recorded

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  Phillips 66

  • United States
  • Oil and Gas
  • 700 & Above Employee

  • Accounting Advisor (Payroll & Benefits)

    • Jun 2020 - Mar 2022

    Top 1% performer in 2021- Significantly Exceeded ExpectationsResponsible for multiple complex labor, benefits, and tax reports (14,000+ employees US and global)Coach employees on accounting procedures (closing, reconciliations, audit, analyst requests and various reports)Train Payroll and Benefits (P&BA) group on various accounting topics and SAP payroll processesCommunicate with internal and external partners (SAP IT, Payroll HR, Global Mobility) to ensure successful payroll processing and accurate account balancesReconcile multiple general ledger accounts (employee receivables, wages payable, severance, pension, and vacation accrual)Responsible for month end and year end closing procedures (“fast close” by 4th workday)Participate in review and update of key internal controls and control activities for P&BA group in accordance with SOXResponsible for preparation of corporate allocations model aligned by cost center, segment, and functional area to allocate Benefits, Taxes, Annual Bonus and RSUCalculate and post entries related to annual company bonus (VCIP) and complete annual true-up process for payout; provide true-up summary to finance managersCalculate and post entries related to company’s US and Canada vacation accrual liability Payroll Tax expert- file quarterly and annual multi-state unemployment and withholding returns (40+ states); participate in 941 and 941X review and filingReview and update company’s state unemployment rates by collaborating with external (Equifax) and internal (SAP IT and HR Payroll) partnersPension expert-perform all closing and reconciliation procedures for Defined Benefit (Pension) and Contribution (401K) plans, including calculation of pension settlement and remeasurement Prepare annual US census report and federal and state employment reports Process daily SAP interface errors related to payroll processing (BDC sessions) SEC Reporting- prepare and review financial statement notes and exhibits for 10-Q filing

  • Senior Accounting Analyst

    • Nov 2016 - Jun 2020

    Accomplishments:Top 10% performer (Exceeded Expectations rating) for 2019, 2018 and 2017 Special Recognition Award- preparation of labor and benefits report for DOE grant (2021)Special Recognition Award received in 2018 for vacation accrual forecast modelSpecial Recognition Award received in 2017 and 2016 for various accounting projects

  • Accounting Analyst

    • Sep 2013 - Oct 2016

    Accomplishments:Special Recognition Award received in 2015 for Payroll Tax Filing (filed 1 month ahead of deadline)Company-wide Golden Shield Award received in 2014 for MLP projectSpecial Recognition Award received in 2014 for Payroll Tax FilingSpecial Recognition Award received in 2014 for Medical Payments filing assistance

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  Stanfield & O'Dell,PC

  • Auditor

    • Oct 2010 - Feb 2013

    Full responsibility in performance of financial audits, reviews and compilationsExperienced in auditing for-profit, not-for-profit and governmental clientsPerformed analytical review, risk assessment and engagement planning Designed and performed internal control testing and substantive testingCommunicated results of the audit to clients’ internal audit and/or accounting teamPrepared financial statements and related documentation in accordance with GAAP or GASBDrafted proposals for new engagementsTrained newly hired audit staff

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  Oklahoma State University

  • Accounting Graduate Assistant

    • Aug 2008 - Dec 2010

    Performed extensive graduate research at US universities (audit, tax, finance, management)Tutored students and assisted professors in teaching of undergraduate level Cost Accounting and Financial Accounting courses (Oklahoma State University)