Shannon Werkheiser
Client Services Manager at Inova Payroll, Inc.- Claim this Profile
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Bio
Experience
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Inova
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United States
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Human Resources
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100 - 200 Employee
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Client Services Manager
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Feb 2020 - Present
Chattanooga, Tennessee Area Oversee the Client Services and Packout departments for a fast paced Payroll and Tax processing company that provides support to clients in 48 states. My main focus is to ensure that we are exceeding the anticipated level of costumer service while anticipating the needs of our clients and providing the guidance and support for our Client Service and Packout Teams. This role requires the strong ability to multitask while providing support to the department staff. This position includes… Show more Oversee the Client Services and Packout departments for a fast paced Payroll and Tax processing company that provides support to clients in 48 states. My main focus is to ensure that we are exceeding the anticipated level of costumer service while anticipating the needs of our clients and providing the guidance and support for our Client Service and Packout Teams. This role requires the strong ability to multitask while providing support to the department staff. This position includes maintaining and developing in house training including creating, improving, and documenting processes that meet the needs of our internal staff and external clients. A strong ability to develop and cultivate talent is essential. Additionally this role requires the ability to coach employees, provide constructive feedback, complete quarterly reviews, and make personel decisions. The ability to problem solve and research accurately in fast paced high stress environments is critial. This position utilizes a strong payroll knowledge with an understanding of both federal and state laws, the ability to reconcile taxes both on a per Payroll basis but also for year end and quarterly filings. In addition to the main functions of my role the ability to work and communicate with other partners within our organization is absolutely integral.
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Implementation Specialist
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Apr 2019 - Feb 2020
Chattanooga, Tennessee Area Working as an Implementation Specialist, this position is the first point of contact for our new clients after they complete their work with our sales team. This position sets a tone and expectation of service with our clients. The duties of an Implementation Specialists includes, but is not limited to: -Contacting clients within 24hours of contract signature to plan an introduction call to go over their process of their companies conversion to Inova Payroll. I am also responsible for… Show more Working as an Implementation Specialist, this position is the first point of contact for our new clients after they complete their work with our sales team. This position sets a tone and expectation of service with our clients. The duties of an Implementation Specialists includes, but is not limited to: -Contacting clients within 24hours of contract signature to plan an introduction call to go over their process of their companies conversion to Inova Payroll. I am also responsible for conducting calls with my assigned clients to go over the details of their accounts and access their needs with Inova Payroll. -Retrieve data from the client, or from their prior HCM provider regarding employee demographics, year to date payroll data, proof of prior tax payments, GLs, accruals, benefits, banking details. - This portion of the position requires us to be able to self learn and quickly adapt to other HCM systems, such as Paychex, ADP, Altera Payroll, I.O.I Payroll and many others. -Build and map reports for the most efficient upload of employee and company data. - Create the clients account in Evolution from the information collected. - Import or hand key year to date payrolls and tax liabilities with absolutely accuracy and notify the client of outstanding liabilities that need to be collected and paid. - An understanding of Tax and Employement laws on a Federal, State, and local level is a must in order to accurately set up the accounts for payroll processing, and to be sure the client maintains compliance. - Processing the first payroll and providing training and client support on the Evolution system and reporting is also provided by this position. - The Implementation specialist is responsible for assuring a smooth transition of the setup and streamlined account to our Client Services team for the clients designated ongoing support specialist.
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Client Services Representative
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Jan 2017 - Feb 2020
Chattanooga, Tennessee Area My current work in the Service Bureau industry has me providing payroll support for clients within 48 states covering a wide range of industries such as food service, transportation, and offices. This position utilizes knowledge on the Federal, State, County and local level regarding payroll laws, tax required tax laws, wage garnishment orders, minimum wage laws, checkstub detail requirements, final check laws. The ability to learn each clients policies while providing accurate and timely… Show more My current work in the Service Bureau industry has me providing payroll support for clients within 48 states covering a wide range of industries such as food service, transportation, and offices. This position utilizes knowledge on the Federal, State, County and local level regarding payroll laws, tax required tax laws, wage garnishment orders, minimum wage laws, checkstub detail requirements, final check laws. The ability to learn each clients policies while providing accurate and timely processing is a must. Swift and accurate implementation of new employee files, wage garnishment orders, direct deposits are a part of daily functions within my position. Clients submit payroll on a weekly, biweekly, semi monthly, monthly, or quarterly basis for me to process. A good foundation and understanding in payroll taxes is essential in assisting clients with payroll related tax questions. I am also required to balance and ensure proper taxation on employees and approve for submission to our tax department for processing of 941's, 1099's and W2's. This position requires the ability to work in a highly detailed position while multitasking and juggling a high volume of inbound client communication via email or phone. I am currently working toward my FPC and CPP certifications. Systems utilized are: Evolution Payroll Query Builder Microsoft Word, Excel, PowerPoint Swipeclock Imports from different time click systems Import Mapping
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Covenant
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United States
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Transportation, Logistics, Supply Chain and Storage
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700 & Above Employee
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Payroll Clerk/ Senior Payroll Clerk/ Driver Payroll Department Lead
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Aug 2011 - Dec 2016
Chattanooga TN As a Payroll Department Lead at Covenant Transport I am responsible for processing the weekly payroll for our 2300+ company drivers at Covenant Transport. My weekly responsibilities include but are not limited to: Processing driver payroll trips based off of dispatched data and paperwork submitted by the driver. Completing audits on all terminated drivers before remitting their final checks. Inputting chargebacks for additional approved payroll on drivers. Answering escalated… Show more As a Payroll Department Lead at Covenant Transport I am responsible for processing the weekly payroll for our 2300+ company drivers at Covenant Transport. My weekly responsibilities include but are not limited to: Processing driver payroll trips based off of dispatched data and paperwork submitted by the driver. Completing audits on all terminated drivers before remitting their final checks. Inputting chargebacks for additional approved payroll on drivers. Answering escalated driver calls disputing their payroll. Processing reports via excel through our system. Working side by side with our Fleet Managers to resolve issues within a driver’s payroll. Observing the associates within our department and providing guidance on driver related issues and driver payroll issue. Processing 3 separate driver payrolls and being responsible for balancing the data as it transfers systems. My additional Responsibilities include: Writing and formulating cost saving measures for our department. Creating, documenting, and updating processes and having them approved for implementation. Developing new reporting and processing techniques that assists with accuracy and provides increased utilization and efficiency within the payroll department. Assisting accounting with information to complete their end of month reporting. I have had the ability to travel out of state to companies under the CTG umbrella to implement changes in system structure. While doing this I assisted in the training of the associates in the payroll department to ensure a smooth transition at Go Live. I was also brought in to work with other companies to assist in analyzing the current processing structure and determine changes that need to be made and help refine processes to increase utilization of staff and implement a streamlined process between all the companies.
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Accounts Payables Associate
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Jan 2011 - Aug 2011
Chattanooga, TN As an accounts payables clerk I was responsible for processing invoices for our main office in Chattanooga and for our other satellite offices in the United States. My roles included processing invoices for the maintenance of our fleet of 1300+ trucks on a weekly basis, processing settlement and legal checks, processing office expenses, processing business expense reimbursements for our sales teams across the United States, balancing and properly utilizing GL’s across multiple companies, and… Show more As an accounts payables clerk I was responsible for processing invoices for our main office in Chattanooga and for our other satellite offices in the United States. My roles included processing invoices for the maintenance of our fleet of 1300+ trucks on a weekly basis, processing settlement and legal checks, processing office expenses, processing business expense reimbursements for our sales teams across the United States, balancing and properly utilizing GL’s across multiple companies, and completing multiple check and wire runs through out the week. Per our policy I completed reviews weekly on any statements remitted to our company to verify good standing on payments and that we were at no point behind in payments to our vendors. I worked side by side with other associates within our building and with our vendors to find solutions to any invoicing or payment issues that arose throughout the week. Our department was also responsible for assisting with overflow calls in our driver payroll department. At the end of my tenure in this department we integrated a new system for processing. Completely transferring all data and processing from AS400 to TMT and Microsoft Dynamics GP. At this time I created training documents and policies for utilization of the new system. I transferred out of the Accounts Payables department to Payroll. I was approached for the opportunity by management for a linear move due to the speed and accuracy of my work while having my focus diverted to multiple projects and assignments throughout the day. Systems Utilized: AS400 TMT Microsoft Dynamics GP RVI Viewer EBE Viewer Integration Manager Commonly Utilized Programs: Microsoft word Excel Microsoft Outlook
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Senior Cash Applications Specialist
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Nov 2007 - Sep 2010
Bethlehem, Pa While working at RMS I was resposible for applying cash on account to the invoice level for companies remitting payment. I was responsible for balancing accounts and balancing batches of applied cash on a daily basis. On a weekly schedule I was responsible for contacting customers that had incomplete remittals for accurate applications of the funds on the accounts. RMS was a 3rd party outsourced vendor and while working there I processed for 3 different accounts. 2007-2008 February… Show more While working at RMS I was resposible for applying cash on account to the invoice level for companies remitting payment. I was responsible for balancing accounts and balancing batches of applied cash on a daily basis. On a weekly schedule I was responsible for contacting customers that had incomplete remittals for accurate applications of the funds on the accounts. RMS was a 3rd party outsourced vendor and while working there I processed for 3 different accounts. 2007-2008 February Interstate Waste This account was a transitional phase for RMS. We were cleaning up there unapplied cash as they transitioned in closing one of their offices. 2008 February -2009 Ecolab This account was for Ecolab delivery and pest control. This was a high volume high dollar account. While working this account they hired 20 associates in our India office. I assisted with management over a 2 month period to traine their employees and assist them to apply the checks received on account. All wire transactions were handled in the US byour offices. 2009-2010 Interstate Waste Interstate Waste came back for assistance as they changed over their entire companies accounting systems. Their offices requested my involvement specifically as I had been integral to the clean up of their books previously. It was due to this request in their contract that I moved from the Ecolab account to Interstate Waste. 2010-2010 Nortel/ Avaya When the integration was completed for IWS I swapped to nortel where I was responsible for international payment processing and posting. I worked multiple projects to handle the clean up of on account cash. Show less
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Education
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Chattanooga State Community College
Associate of Science - AS, Accounting -
Nazareth area High School
College Preparatory Classes, None