Experience

OncoHealth

• United States
• Hospitals and Health Care
• 100 - 200 Employee

• Total Rewards Manager

  • Sep 2022 - Present



Self-employed

• HR/Payroll/Benefits/Corporate Compliance Consultant

  • Mar 2021 - Present

  United States Advisement and consulting services for businesses covering topics related, but not limited to: • HR Policies and Practices • Employment Law • Multi-State Payroll Compliance and Application • Accounting and Sales Tax Best Practices • Corporate Compliance • Benefits Administration



Olive

• United States
• IT Services and IT Consulting
• 300 - 400 Employee

• Payroll Manager

  • Aug 2021 - Dec 2022

  United States



Verge Health

• Compliance Analyst & Payroll Manager

  • May 2019 - Mar 2021

  Coordinate and administer W-2 documents and corrections annually. Provide W-4 administration, manage sales tax exemption certificates, manage and administer HSA and FSA, calculate quarterly HSA employer match, ACA annual filing, serve as HRMS Administrator, review and file 401(k) 5500, process payments for all monthly employee benefits and annual EEO-1 filing. Serve as primary back-up to Staff Accountant for AP, Expenses, Credit Cards, and general accounting. ★ Process, administer, and… Show more Coordinate and administer W-2 documents and corrections annually. Provide W-4 administration, manage sales tax exemption certificates, manage and administer HSA and FSA, calculate quarterly HSA employer match, ACA annual filing, serve as HRMS Administrator, review and file 401(k) 5500, process payments for all monthly employee benefits and annual EEO-1 filing. Serve as primary back-up to Staff Accountant for AP, Expenses, Credit Cards, and general accounting. ★ Process, administer, and manage all payroll in all states where the company has employees. This includes regular earnings, garnishments, paid leave, bonuses, T&A and PTO, deductions, and changes. • Research and establish payroll deductions for each state’s requirements - including, but not limited to -disability, and PFML various taxes. Create monthly payroll/benefits journal entries. • Respond to / research internal and external payroll related questions. • Complete an annual Workers’ Compensation audit. Assist in all forms of accounting audits. • Create ad hoc payroll and other reports for management. • Research state nexus requirements for doing business by reviewing regulatory information, statutes, and standards. • Establish sales tax policies, standards, and internal controls, as well as create SOP. • Maintain and update all sales tax rates (state and local) and ensure the correct application. Ensure accurate and timely filing of all sales tax and use tax reports across multiple states (monthly, quarterly, annually). • Complete and file State and local registration applications, including - Secretary of State, Sales Tax, Withholding, UI. • Manage and administer 401(k), including employee deductions, employer match calculations, annual audit, loan payments, withdrawals, and notice and report compliance (415, 410(b), etc.) • Provide monthly reconciliations for all benefits, payroll, and sales tax liability accounts.

• Accounting & Payroll Coordinator

  • Mar 2018 - May 2019

  Provided monthly Book Maintenance and closing duties including preparing journal entries, account reconciliation, as well as documenting and evaluating current procedures. Areas of focus include general accounting, fixed asset accounting, A/P, and trend analysis. ★ Performed other accounting, financial, administrative tasks, and assisted with special projects. • Managed Accounts Payable (A/P), tracking and optimizing outgoing payments, processed Accounts Payable paperwork at the… Show more Provided monthly Book Maintenance and closing duties including preparing journal entries, account reconciliation, as well as documenting and evaluating current procedures. Areas of focus include general accounting, fixed asset accounting, A/P, and trend analysis. ★ Performed other accounting, financial, administrative tasks, and assisted with special projects. • Managed Accounts Payable (A/P), tracking and optimizing outgoing payments, processed Accounts Payable paperwork at the completion of check run. • Collaborated and communicated with other departments about credit card expenses and expense report deadlines. • Managed and posted all Bank Deposits. • Processed monthly billings from insurance providers. Reviewed billings for accuracy, codes, and advances for payment. Resolved discrepancies with carriers, payroll, and the employees. • Process, administer, and manage all payroll in all states where the company has employees. This includes regular earnings, garnishments, paid leave, bonuses, T&A and PTO, deductions, and changes.

• HR & Payroll Coordinator

  • Mar 2015 - Mar 2018

  Distributed all communications and notices to employees regarding health benefits and 401k. Performed benefits administration. Served as the main contact for ADP as well as state entities. Managed onboarding and employee records. Managed annual open enrollment. ★ Maintained compliance with federal and state regulations concerning employment, including the I-9 process (E-Verify), Federal and state W-4, and employee termination requirements. • Acted as liaison between employees and… Show more Distributed all communications and notices to employees regarding health benefits and 401k. Performed benefits administration. Served as the main contact for ADP as well as state entities. Managed onboarding and employee records. Managed annual open enrollment. ★ Maintained compliance with federal and state regulations concerning employment, including the I-9 process (E-Verify), Federal and state W-4, and employee termination requirements. • Acted as liaison between employees and insurance providers to resolve benefit related problems and ensure effective utilization of plans with positive employee relations. • Processed monthly billings from insurance providers. Reviewed billings for accuracy, codes, and advances for payment. Resolved discrepancies with carriers, payroll, and the employees. • Managed the COBRA process and administration. Received and recorded COBRA insurance premium payments. • Prepared the General Ledger Spreadsheet for each payroll cycle. Entered payroll data and processed payroll. • Reviewed tax forms completed by ADP for errors quarterly. • Processed all transfers to HSA and 401k from payroll contributions. • Led HIPAA and Patient Safety Act Training. • Assisted in the development of privacy policies and procedures and training programs.

• Human Resources Assistant

  • Mar 2013 - Mar 2015

  Performed benefits administration which includes: claim resolution, change reporting, approving invoices for payment, and communicating benefit information to employees. ★ Maintained compliance with federal and state regulations concerning employment, including the I-9 process (E-Verify), Federal and state W-4, and employee termination requirements. • Assisted in the development of privacy policies and procedures that include the use and disclosure of PHI, record-keeping procedures… Show more Performed benefits administration which includes: claim resolution, change reporting, approving invoices for payment, and communicating benefit information to employees. ★ Maintained compliance with federal and state regulations concerning employment, including the I-9 process (E-Verify), Federal and state W-4, and employee termination requirements. • Assisted in the development of privacy policies and procedures that include the use and disclosure of PHI, record-keeping procedures, and assisted in the development of a privacy training program. • Prepared, collected, and organized data for actuarial assessments. Reviewed data in conjunction with actuarial evaluation task forces. • Prepared the General Ledger Spreadsheet for each payroll cycle. Entered payroll data and processed payroll. • Maintained Office of Inspector General report monthly.