Manager Customer Service

MARK ORTIZ

*** ***** ****, ********, ** ***** 508-***-**** 617-***-**** **********@*******.***

PAYROLL FINANCE MANAGER

Offering Extensive Experience in Customer Service, Payroll Administration, and Project Management

Resourceful and goal-oriented professional with over 12 years experience as Payroll Finance Manager,

Financial Accountant, and Financial Controller with history of accurately compensating employees and

processing healthcare benefits in timely manner. Highly skilled in streamlining and updating antiquated

payroll systems to significantly reduce potential losses. Demonstrated proficiency in managing multiple

operating systems, knowledgeable in IT and payroll software support. Leadership qualities enhanced by

efficiency, productivity, and wealth of experience. Trilingual: fluent in English, Spanish, and Italian.

CORE COMPETENCIES

Financial Reporting General Ledgers Quality Assurance Audits

Sarbanes-Oxley Compliant Payroll Corp.Tax Garnishments Human

Resources

Workers’ Compensation Web-Based Payroll Benefits Reconciliation Wire Transfers

Closings Analytic Problem Solving Client Services Reconciliations

TECHNICAL SKILLS

Microsoft Office Suite / QuickBooks / Lotus 1-2-3 / Symphony / Solomon / Oracle / Platinum G/L software

ADP PCPW for Windows CSS Horizon 9.0/ Report Smith / Great Plains / ACCPAC/Kronos/Access 2000

Pay Expert HRB/ HRIS e-time /Concur Expense ADP/ Paychex Enterprise-SAP/ PeopleSoft / PayForce

PROFESSIONAL EXPERIENCE

CONSULTING, Winthrop, MA 2009-June 2010

Client: William Clinton Foundation

Payroll Finance Manager / Finance Accountant

Hired as consultant to manage complete transition of payroll functions to newly established New England

office from ground up.

Initiated implementation of ADP HRIS-SAP to replace antiquated ADP Windows system; resulted in increased

accuracy and decrease in man-hours; trained up to 4 staff members on new system.

Provided oversight on all aspects of payroll including foreign, domestic with tax adjustments on state-by-state

basis; prepared over 800 wire transfers and adjustments worldwide, as well as 300-325 USA EE’s.

Reports included: budget, aging, trail balance, income & balance sheet reports; monthly and bi-weekly

expense reports for out of country EE’s 1099; closing monthly, quarterly reports, accruals, spreadsheet

preparation; payroll, as needed, with no limit to Internet access.

L1 IDENTITY SOLUTION, Burlington, MA 2007-2009

Accounts Payables / Payroll Manager

Managed, trained, and delegated responsibility to 4-7 member team of payable clerks; oversaw all aspects of

department including; oversight of all vendors and expense reports, authorized all movements by team, billed

vendors according to contractual terms, and prepared service and fees and expenses billed to clients.

Prepared full range of reports; prepared weekly check run on vendors and employee expenses.

Reviewed customer contracts for revenue recognition and invoicing requirements.

Selected Achievement:

Completed Sarbanes-Oxley Compliance annual certifications/SAP.

Oversaw move of Payroll, Accounts Payable, and IT Finances, from Beaverton, OR to Burlington, MA.

SOUTH BOSTON COMMUNITY HEALTH CENTER, South Boston, MA 2005-2007

Payroll Manager / Assistant Finance Controller

Undertook complete payroll manager responsibilities for 350-375 EE’s, while working closely with Finance

Controller.

Prepared closing, accruals, payroll reconciliation, wire transfers, accounts receivable, accounts payable,

monthly closing including, entries and all adjustments and credits applied to invoices managing finance

budgeting.

Prepared multiple reports; maintained all court order garnishments, stocks, tax and insurance withheld;

Maintained of aging reports and credit cards.

Maintained healthy communication with clients.

GREATER MEDIA INC., Braintree, MA 2002-2004

Human Resource / Benefit / Payroll Manager / Finance Manager

Oversaw day-to-day operations of multiple departments with emphasis on payroll/financial management.

Prepared Cobra updates, audit trails, quarterly and yearly reconciliations, operating accounts, closing quarterly,

and trial balance closing.

Payroll accuracy and updates, changes, bonus, wage change, new hires etc. Responsible for downloading and

running reports on garnishments, 401-k, audit report nondiscrimination, union 401k.

Cultivated positive working relationships with general managers from outside offices.

DAV EL CHAUFFEURED TRANSPORTATION, Chelsea, MA 2001- 2002

Regional Finance Controller / Payroll Full Charge / Accounts Payable / Accounts Receivable Manager

Managed day-to-day operations with emphasis on accuracy, timeliness, and fiscal conservatism.

Selected Achievement:

Within 3 month of hire reduced accounts receivables from $800K to $200K.

STANDARD PUBLISHING CORP., Boston, MA 1998-2001

Finance Controller / Accounts Payable / Accounts Receivable Manager

Oversaw day-to-day operations of multiple departments with accuracy, efficiency, and dedication.

EDUCATION / CAREER DEVELOPMENT

CPP ADP for PCPW Windows 5.3 /Report Smith Updates, 2006, ADP, Waltham, MA

Certificate, Finance & Accounting, 2002, Boston University Corporate Education Center, Boston, MA

The Controllers Workshop, 2002, Skill Path Seminars, Boston, MA

Certificate, Computerized Payroll & Taxes, Access, 2002, North Shore Community College, Wakefield, MA

CCA-Certificate, Computerized Accounting, 1990, American Business Institute, Somerville, MA

Certified, 1986-89, Comprehensive CPA School, New York, NY

BA, Corporate Finance & Business Administration, 1984, Northeastern University, Boston, MA

AS, Business, 1979, Miami University, Miami, FL

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