Sarah Leahy, MAFM
Financial Analyst at Sasser Family Companies- Claim this Profile
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Bio
Experience
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Sasser Family Companies
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United States
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Financial Services
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1 - 100 Employee
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Financial Analyst
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May 2022 - Present
Greater Chicago Area •Build out existing and new FP&A financial models utilizing Workday Adaptive •Perform various financial analyses as directed, including analysis of actual to plan and forecast variances. • Coordinate and organize monthly financial metrics into a consolidated PowerPoint for executive review • Assist in annual budget preparations by providing basic assumptions, budget formats and initial review and roll-up. Direct division analysis when questions arise regarding their… Show more •Build out existing and new FP&A financial models utilizing Workday Adaptive •Perform various financial analyses as directed, including analysis of actual to plan and forecast variances. • Coordinate and organize monthly financial metrics into a consolidated PowerPoint for executive review • Assist in annual budget preparations by providing basic assumptions, budget formats and initial review and roll-up. Direct division analysis when questions arise regarding their division budgets. • Analyze subsidiary financial performance on a monthly basis. Track and report on standard financial performance metrics. Develop and report on new and improved financial performance metrics. • Perform interest rate risk management analysis and provide input on an ongoing interest rate risk management program. • Assist in company valuation activities, including gathering data and running preliminary financial models. • Research comparable company metrics and report on performance metrics compared to SFH subsidiaries. • Assist with valuation / pricing analyses of potential M&A target companies. • Support the cash flow forecasting process. • Act as a SME for the Company’s budgeting and FP&A planning system. • Monitor and continuously train employees on Concur expense management systems • Provide backup and support for Payroll Administrator • Enter vendors and Customers into Intacct for Accounts Payable and Receivables
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Accounting Administrator
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Nov 2018 - Aug 2022
Greater Chicago Area Payroll Processing • Timely processing of payroll for all U.S. business units including garnishments, union dues • 401(k), profit share, and out of cycle funding • Create several new earnings codes in ADP for special payments • Edit, revise, and finalize updated Travel and Expense policy with HR to accommodate employee repayments and out of pocket expense reimbursements • Create, edit, and finalize new payroll training binder • Train and accommodate payroll replacement… Show more Payroll Processing • Timely processing of payroll for all U.S. business units including garnishments, union dues • 401(k), profit share, and out of cycle funding • Create several new earnings codes in ADP for special payments • Edit, revise, and finalize updated Travel and Expense policy with HR to accommodate employee repayments and out of pocket expense reimbursements • Create, edit, and finalize new payroll training binder • Train and accommodate payroll replacement with training materials, personalized instructions, and continued guidance • Accommodate tight deadlines with special out of cycle payroll cycles • Keep up to date of current payroll tax requirements and relevant laws • Work with ADP for technical issues • Provide payroll related ad-hoc reporting to authorized personnel (auditors, tax preparers) • Designated Concur Administrator contact for all employees • Create new expense type codes, audit rules, and new project IDs to assist accounting with Intacct mapping of project expense management • Audit expense reports upon request • Credit card reconciliation between PNC, Concur, and Intacct Intacct • Credit card reconciliation between PNC, Concur, and Intacct • Follow up on old PNC transactions not yet expensed in Concur • PNC card account administration Accounting Department Support • Master data administration in Intacct: creating/editing vendors, customers, and inventory items company-wide in Intacct • PNC card account administration for new hires, employee support, and terminations
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Coriant, Inc.
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Germany
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Telecommunications
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200 - 300 Employee
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Payroll Accountant
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May 2016 - Nov 2018
• Process bi-weekly payroll for all US and Canada employees • Utilize Pro Business for payroll records and processing • Address bank related discrepancies to resolve returned payments with CashPro •Create tax adjustments for employees under incorrect jurisdictions • Monitor and resolve all payroll related timecard issues and employee accruals with ADP Elabor • Support Accounts Payable with weekly bank reconciliations and returned funds • Export/Import weekly 401k and… Show more • Process bi-weekly payroll for all US and Canada employees • Utilize Pro Business for payroll records and processing • Address bank related discrepancies to resolve returned payments with CashPro •Create tax adjustments for employees under incorrect jurisdictions • Monitor and resolve all payroll related timecard issues and employee accruals with ADP Elabor • Support Accounts Payable with weekly bank reconciliations and returned funds • Export/Import weekly 401k and benefit changes for benefit premium adjustments
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Senior Benefit Representative
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Mar 2016 - May 2016
Greater Chicago Area •Process biweekly 401k funding and address 401k questions •Manage the 401k plan with the committee and broker to consistently improve and maintain compliance •Manage immigration process with HR Business partners and Benefits Manager •Facilitate immigration paperwork for H1 Bs, Visas, Relocations, and Green card processes •Assist with international benefit harmonization •Manage Leave of Absence and FMLA cases for payroll processing •Submit weekly vendor invoice payments… Show more •Process biweekly 401k funding and address 401k questions •Manage the 401k plan with the committee and broker to consistently improve and maintain compliance •Manage immigration process with HR Business partners and Benefits Manager •Facilitate immigration paperwork for H1 Bs, Visas, Relocations, and Green card processes •Assist with international benefit harmonization •Manage Leave of Absence and FMLA cases for payroll processing •Submit weekly vendor invoice payments for International benefit and Immigration vendors •Process daily benefit changes for payroll premium adjustments •Conduct New Hire Orientation •SAP new hire and termination entries for local and international employees •Assemble retiree and compensation packets •Address all questions and concerns during Open Enrollment •Monitor HR Employee Services inbox •Compose Experience Letters for Green Card applicants and Invitation Letters for employees and non-employees •Verify Employment
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Sr Employee Services Representative
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Dec 2013 - Mar 2016
Naperville, IL •Process biweekly 401k funding •Manage Leave of Absence and FMLA cases for payroll processing •Submit weekly vendor invoice payments for US and international benefit vendors •Track invoice payments and allocate costs to each legal entity •Process daily benefit changes for payroll premium adjustments •Input international and local new hire information into SAP •Utilize SAP for record updates and employee change requests •Conduct New Hire Orientation •Process… Show more •Process biweekly 401k funding •Manage Leave of Absence and FMLA cases for payroll processing •Submit weekly vendor invoice payments for US and international benefit vendors •Track invoice payments and allocate costs to each legal entity •Process daily benefit changes for payroll premium adjustments •Input international and local new hire information into SAP •Utilize SAP for record updates and employee change requests •Conduct New Hire Orientation •Process terminations of contracted and full time employees •Assemble retiree and compensation packets •Address all questions and concerns during Open Enrollment •Monitor HR Employee Services inbox •Workday New Hire Entries •BSwift benefit changes and premium calculations •Compose Experience Letters for Green Card Processing •Verify Employment •Maintain consistent communication between HR Managers and payroll
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Employee Services Specialist
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Aug 2013 - Dec 2013
Naperville, IL •Manage Leave of Absence and FMLA cases between UNUM and employee •Collect international and local new hire information for SAP input •Conduct New Hire Orientation •Process terminations of contracted and full time employees •Monitor employee coverage utilizing Ceridian and BlueCross Blue Shield •Create retiree and compensation packets •Address all questions and concerns during Open Enrollment •Track daily changes of employee benefit changes •Monitor HR Employee Services… Show more •Manage Leave of Absence and FMLA cases between UNUM and employee •Collect international and local new hire information for SAP input •Conduct New Hire Orientation •Process terminations of contracted and full time employees •Monitor employee coverage utilizing Ceridian and BlueCross Blue Shield •Create retiree and compensation packets •Address all questions and concerns during Open Enrollment •Track daily changes of employee benefit changes •Monitor HR Employee Services inbox •Verify Employment •Audit SAP entries •Run weekly tracking reports •Maintain consistent communication between HRIS Team and HR Managers
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Senior Flexonics
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United States
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Industrial Machinery Manufacturing
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200 - 300 Employee
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Human Resources Intern
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May 2013 - Aug 2013
Bartlett, IL •Formulate ideas for upcoming job fair activities •Direct an Ergonomics Video Project to inform employees of proper lifting etiquette during production flow •Organize orientation packets for new hires •Update orientation packets for Human Resources Department •Update current policies and forms •Schedule weekly meetings •Assist with filing Worker's Compensation •Revise Salary Employee Handbook •Perform Heat Audit to maintain and improve productivity in the… Show more •Formulate ideas for upcoming job fair activities •Direct an Ergonomics Video Project to inform employees of proper lifting etiquette during production flow •Organize orientation packets for new hires •Update orientation packets for Human Resources Department •Update current policies and forms •Schedule weekly meetings •Assist with filing Worker's Compensation •Revise Salary Employee Handbook •Perform Heat Audit to maintain and improve productivity in the manufacturing process in extreme heat temperatures Show less
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Education
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Keller Graduate School of Management of DeVry University
Master of Accounting and Financial Management, Accounting and Finance-CPA Emphasis -
Lewis University
Bachelor of Arts (B.A.), Human Resource Management/Psychology -
Joliet Junior College
Associate of Arts (A.A.), General Studies