Manager Management

JULIE MORGAN

******@*****.*** Scottsdale, AZ ****5 Cell: 818-***-****

Professional Summary

Superior interpersonal, supervisory, follow-up, problem-solving and multi-tasking skills. Organized, dedicated, discreet and able to produce with great efficiency in fast-paced, high-pressured environments-Able to see and produce Big Picture. Demonstrates initiative with proven ability to take increasing levels of responsibility. Excels in trouble shooting and conflict resolution. Streamlines workflow - Does not cut corners. IBM/MAC proficient: Microsoft (Windows 10) Word, Excel (thru Pivot tables, Macros, VLookups), Access, Outlook, PowerPoint. JD Edwards Oracle/E1, PeopleSoft, SAP (R/3) SE/ERP & MySAP.com HR/Payroll, Ceridian, Workday, ADP (RUN, Workforce Now, TotalSource), Sass, TASC, Paychex (Preview, Time & Labor), Many HRIS and Proprietary Payroll Software, QuickBooks Pro, Enterprise Solutions, IQMS, John Hancock, Fidelity, Empower & Principal Financial Investment (Plans), Other: AD Hoc Reporting, Cobra+State Cobra, Commercial, Exec., E/O, WC, Dis., UnEm., ACA, EEOC and all H/W Insurance

HR, Benefits & Payroll Tax Administrator 3/2016 – 1/2018

MedPlast, Inc., Tempe, AZ

Responsible for all Benefit and HR functions in multi-state, leading plastics injection molding multi-million, dollar manufacturing company. (Staff includes US Domestic 3,000; 7 dotted line reports and 1 payroll clerk)

Maintain all Company Wide H&W, Retirement and Supplemental benefit insurance plans from vetting and research to Cost and Effectiveness and overall management of State, Federal and Local compliance (IRS, ERISA, ACA, DOL, Consumer etc.), Plan Docs/SPDs, Materials, Open Enrollment, Implementation, TPA/Broker & Conversion

Coordinate trainings and reviews to meet or beat Company needs and State and Federal requirements – Labor Laws, OSHA & EHS Safety compliance to Improve Communication Processes, Supervisory and Managers HR Skillset, Employee Assessment and Review, Ascertaining and Managing Recruitment for better retention, Morale Boosting, Training to Eliminate Work Place Violence and Harassment

Manage all US Corporate policy, practice and tracking of LOA’s (FMLA/CFRA, Disability, ADA, UI), compensation, hiring/firing + reduction in force & rehire, Incentive Programs

Project management includes Operations Management, HR and Payroll migrations, Fed/State Labor Law, Litigation, Corporate Handbook, Annual audits (5500, Year End 1095+ and Recon) for Self-Funded & Commercial Insurances Policies and Benefits (Open Enrollment – Retention – Participation)

Board Member of 401K Planning, Auditing, Due Diligence and Funding as well as Review of same

Responsible for department improvement to meet needs of Corporate Finance (Share Holders/Board Members) and Employees while maintaining cost effective H&W and Retirement programs (Wellness – Core, Workers’ Compensation, Unemployment, Disability and Claims) and improvement of daily practice and routine

Process quarterly/annual withholding taxes (Federal, State, Local), ACA, EEOC, Medicare and managed accounts

HR, Benefits and Payroll Manager 8/2014 – 3/2016

Desert Mountain Medical, Phoenix, AZ

Duties included enforcing Corporate Policy, Recruiting, onboarding, software education and IT management for EZ Labor, ADP and Principal 401K, corporate benefits, Leaves of Absence, FMLA, WC LTD & STD processing, PTO, reviews and personnel file management

Administrator for all HRIS, 401K, Credit Cards, Corporate Accounts and banking

Processed Multi–state, bi-weekly payroll and monthly commission (ADP Run & Workforce) for Executives, Sales Representatives, admin staff and independent contractors for multiple entities

Also included enrollment, time card management, garnishments, analysis, distributions, tax reporting & set-up, processing and compliance

Commission analysis includes calculating, reporting, deductions and billable items using Excel pivot tables, Advanced VLOOKUP’s, macros and custom reports

Processed, reconciled monthly million-dollar commission

Administered and managed short-term incentive plans (cash)

Bookkeeping included AP, AR, loan management, inventory, GJE, GL/ledger, financials, recon, invoicing, expense reports, reimbursements and collections for multi-state companies

Payroll and HR Manager 6/2012 – 1/2014

Screen Engine, Los Angeles, CA

Responsible for all Corporate Benefits Plans and management/vetting of same (via brokers, carriers and TPAs)

Supported COO/General Counsel in development and improvement of corporate policies, procedures and overall company performance

Maintained knowledge of legal requirements and government reporting regulations affecting payroll & HR functions ensuring policies, procedures, and reporting were in compliance with federal and state regulations

Administrator for all benefits (Retirement, H&W, LOAs)

Created and generated reports and spreadsheets as needed for accounting, counsel and management

Supervised payroll clerk (direct report) and processed multi-state, bi-weekly & semi-monthly payroll for 500 staff, crew and contractors with Paychex Preview, Time & Labor and T1, CSV uploads

Migrated from manual time keeping to paperless, digital environment; restructuring workflow from a seven day to a five-hour process; reducing errors and omissions to less than one percent

Recruited staff and provided on-boarding, separations, training and exit interviews; verified employment authorization, status changes and new hire set-up with HRIS (Paychex and TASC), managed confidential data & files with a high degree of accuracy, attention and discretion

HR Manager and Payroll Super. (Multiple Contracts / Consultant) 4/2010 – 6/2012

FOX Networks Group (Lot), Scion Mgmt (Subsid. of Oberan, Inc.) Los Angeles, CA and Phoenix, AZ

Supervised payroll manager on labor laws, compensation analysis, processing & bookkeeper GAAP

Liaised with parent company for all HR needs (interviewing, on-boarding, terminations, establishing operations and administrative policy for company handbook)

Trained support staff on travel arrangement, correspondence, phone function/etiquette, scheduling, event planning, expense reporting, filing, house & project mgmt, anticipating needs and desk coverage

Set-up bank accounts and processed wire transfers and monthly bank reconciliations, bi-weekly staff meetings and quarterly reviews

Developed tracking system to improve company’s efficiency, accountability and time management

Processed weekly payroll for FOX Sports national production crews (multi-state, regions) JD Edwards (E1) and TCS software under extremely tight deadlines

Created, tracked and reported weekly/monthly contributions (Excel pivot tables, Look-ups & macros) to IATSE unions, IBEW and MPIPHP (Pension, Health & Welfare, Annuity, 401K & Dues) + payroll deductions and reporting for liens, garnishments (child support rewards, penalties)

Administered LTI plans (multiple option cash/stock/return) and performance metrics

Worked directly with executive producers, crew and upper management

Integral in testing and implementing proprietary software, team member in migrating FNG/broadcast payroll in-house for over 13,000 crew while reporting to Standards and Practices

Director of Operations, Acct., HR & Administration 3/2004 - 3/2010 Handprint Entertainment, Inc. (Los Angeles, CA; Las Vegas, NV and Nat’l Tour)

Acted as General Manager (24/7) reporting to multiple partners and silent stakeholders

Reorganized corporate structure, commission, benefits, handbooks and compensation plans

Added incentive plans, live show & production goals, planning & operations mgmt, facilities, development, accounting and marketing strategies.

Negotiated contract terms, leases and vetted commercial, H&W insurance, handbooks, compensation, commission structure & retirement benefits

Liaised with corporate attorneys, partners, CPAs and high-profile clientele

Hired, reviewed & terminated staff; maintained compliance with multi-state and federal laws

Processed corporate/production payroll multi-state (ADP WorkForce Now & Run) + audits, collections, commission, garnishments, WC, UI, Disability claims processing and year-end

Managed corporate & production bookkeepers & HR Generalists to adhere to laws, compliance and budget needs

Reduced expenses, E&O’s by $100,000; collections to current

Restructured office and administrative policy to improve productivity and boost morale

Researched, filed corporate LLCs (Federal / State) and trademarks

Facilitated build-outs, moves, location scouting, with contractors/subs, landlords, IT, compliance & facilities mgmt.

Supervised, managed & trained staff of 50, sub-tenants, production crews

Trained staff on desk, script coverage, deal memos, releases, expense reports, time & file mgmt, professionalism, anticipating and meeting needs, communication and follow-thru

Coordinated special events and administered staff and intern meetings

Promoted in first 30 days of employment

Education

University of Wisconsin-Oshkosh, Bachelor of Science

2018: SPHR and CEBS Training/Education

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