Anna K. Garza
************@*****.***
Experience
PaySphere Payroll & HR April 2016-Present
Client Services Manager
Lead, train, motivate, and grow a current team of four Payroll Account Managers in an operations-based role.
Resolve escalated client issues and perform quality check of employee work.
Implement new processes and train staff.
Maintain personal and team growth goals related to client satisfaction metrics.
Manage client load per Account Manager with respect to client payroll and internal staff scheduling, ongoing, incoming, and outgoing clients.
Maintain current payroll and tax-related legal changes and system updates through continued personal education.
Organize and develop quarterly themes / contests for staff.
Responsible for maintaining the payroll processes of a client load equivalent to an Account Manager (120+ clients), identify opportunities to increase the service offering to clients and collaborate with Sales, manage multiple databases, vendor relationships, and timekeeping technologies.
Complete daily, weekly, monthly, quarterly, and yearly reporting both for internal and external audits.
C2 Imaging March 2012-March 2016
Client Services Manager / Account Coordinator November 2012-March 2016
Dual roles as both Client Services Manager and continuing Account Coordinator
Supported two Senior Account Executives and one Sales Assistant.
Managed calendars for Account Executives when they are in the field or traveling to another center.
Coordinated itineraries for Account Executives prior to and during travel.
Itemized billable items on invoices into Excel files for client review.
Planned quarterly events for staff, including catering and activities, while managing the budget for each event.
Oversaw operations of Client Services Department.
Addressed large-scale project planning.
Designed internal processes to serve client satisfaction and minimize internal labor costs.
Fostered development of talent within the department, assisted Operations Manager in recruiting, and conducted performance evaluations.
Developed and improved department through training, feedback, data investigation, and created an active, productive, and dynamic dialogue within the group and with sister departments and other centers.
Functioned as Account Coordinator for the three largest clients in the Houston center.
Grew Houston center’s second largest account to number one account from 2014 to 2015.
Account Coordinator March 2012-November 2012
Assigned company’s largest client to project manage in April 2012.
Develop strong client relationships by acting as a liaison to convey job specifications to and from clients and production.
Determine turn-around times, trouble-shoot challenges, and address questions.
Data entry to capture, log, and constantly update detailed job information in customized MANAGE 2000 ERP software.
Greet clients, both established and walk-ins, and direct new clients to appropriate Sales Executives.
Screen and prioritize telephone calls, email and other correspondence, respond to call and emails with little direction or supervision required.
Create shipping and packing labels for outgoing projects, including freight shipments.
Maintained office supply inventory.
Prepared Excel and Word documents quickly and accurately.
alliantgroup October 2010-March 2012
Project Manager / Admin & Project Coordinator February 2011-March 2012
Dual roles as both Project Manager and continuing Admin & Project Coordinator
Effectively and efficiently planned, organized, and managed numerous research and development credit studies for the construction, food and beverage, and apparel industries.
Conducted all necessary calculations required, including all facets of Section 41 and state credit calculations.
Completed reports and R&D tax credit return forms for companies to receive $5,000 to $1,000,000 in federal and state tax credits depending upon industry and relevant activities.
Recognized and communicated client preferences and anticipated issues with proposed solutions.
Admin / Project Coordinator October 2010-February 2011
Scheduled conference calls, client meetings, and travel for team’s Associate Director.
Acted as personal assistant to team’s Associate Director by scheduling conference calls and client meetings, arranging travel and hotel accommodations, and managing his personal and professional calendar.
Filed and maintained documents and collect and analyze data for reports.
Answered multi-line telephone system for Receptionist during lunch break.
Completed R&D reports for Project Managers by summarizing the appropriate research industry, specific company, and overall scope of project. Upon completion, prepared and delivered bound hard copy of project to client.
Pro-actively focused on Implementation Team projects and coordinated appropriate personnel on group tasks
Handled information of a highly confidential nature.
Various Assignments April 2001-October 2010
Macy’s-Human Resources Coordinator
Outback Steakhouse-Key Manager
I.T. Works-Executive Assistant
Created documentation detailing new hire information and position, Registered new hires with corporate office and sent paperwork for tax credits, Maintained accurate files with I-9 and employments eligibility forms, Assisted in payroll and time entry duties.
Managed front of house staff while handling guest concerns, Developed staff to achieve excellent customer service, Wrote weekly schedule for front of house staff (40+ employees) and processed bi-weekly payroll for entire staff (60+ employees), Ordered and inventoried liquor, beer, and wine weekly.
Managed shipping and receiving, Answered multi-line telephone system, Created purchase orders and prepared invoices for computer hardware and software, installation, and labor, Performed collections process, Assisted in payroll duties, Supervised time entries for hourly employees and technical staff, Maintained office supply inventory.
Education
University of Houston-Downtown 2010
Bachelor of Business Administration in Computer Information Systems
Summary
Technically proficient in QuickBooks, Great Plains, MANAGE 2000 ERP, NetSuite, PACE, PeopleSoft, Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Evolution Payroll Systems