Resume

Payroll Specialist, Office Manager, Administrative Assistant

Location:

Durham, NC, 27707

Posted:

March 12, 2017

Contact this candidate

Resume:

Judith C. Morgan

**** ****** **** ****

Durham, NC 27707

919-***-****

acy84b@r.postjobfree.com

Summary:

Payroll Coordinator with extensive experience in compiling and processing regular monthly payroll and all off-cycle payroll submissions. Contact person for annual worker’s compensation audit.

Processed bi-weekly payroll. Prepared Federal and State payroll reports, calendar year and fiscal year reporting including W-2s, accounts payable, bank reconciliations and maintained financial records for three separate entities utilizing QuickBooks Pro software.

Compiled and submitted historical data for financial compensation reviews for faculty and staff.

Maintained both payroll and time sheet systems. Provided information to employees regarding benefits, leave accruals, and payroll.

Responsible for payroll adjustments at the end of the calendar year in preparation for W-2 processing.

Review W-2s for accuracy.

Prepared new salary letters for faculty and staff.

Assisted employees with accessing the self-service website to view payroll and benefits information and how to make changes to their Federal and State tax withholdings.

Entered all salary changes, labor allocations, earnings and deductions for employees.

Performed closing of pay cycle and importing of time into payroll software.

Transmission of Federal and State tax payments.

Prepared all quarterly and annual Federal and State payroll reports prior to conversion to iSolved HCM.

Assembled requested files and documentation for review by worker’s compensation insurance company auditor.

Compiled and prepared business tax listing annually.

Maintained inventory of and purchase all office supplies.

Provided files and documentation to accountant for preparation of year-end tax returns. Input journal entries as directed.

Education:

Kings College, Charlotte, NC 1973

General Secretarial Diploma

Charles E. Jordan High School, Durham, NC 1972

Skills/Software:

NC Professional License

Notary Public

Software

iSolved HCM

Sage Abra HRMS

QuickBooks Pro

Microsoft Office (Advanced – Outlook, Word, Excel, Limited – PowerPoint)

Professional Experience:

Ravenscroft School September 2008 – October 2016 (September 2008 – July 2009 as a temporary employee through The Greer Group)

Internal Controls/Payroll Coordinator

Monitored time sheet software for time sheet errors. Assisted employees and managers with time sheet entries and corrections for regular monthly payroll consisting of 250-349 employees.

Responsible for closing of pay cycle and importing of time into payroll software.

Responsible for compiling and processing regular monthly payroll and all off-cycle payroll submissions.

Maintenance of both payroll and time sheet systems.

Responsible for payroll adjustments at the end of the calendar year in preparation for W-2 processing. Review W-2s for accuracy.

Transmission of Federal and State tax payments. Prepared all quarterly and annual Federal and State payroll reports prior to conversion to iSolved HCM.

Assisted employees with accessing the self-service website to view payroll and benefits information and how to make changes to their Federal and State tax withholdings.

Assisted new hires with new hire paperwork and input all new hires into system.

Provided information to employees regarding benefits, leave accruals, and payroll.

Compilation and submission of historical data for financial compensation reviews for faculty and staff.

Prepared new salary letters for faculty and staff.

Entered all salary changes, labor allocations, earnings and deductions for employees.

Processed requests from financial institutions for employee Verification of Employment.

Assisted in selection of new payroll/human resources software and subsequent conversion from Sage Abra HRMS to Isolved HCM.

Contact person for annual worker’s compensation audit.

Assembled requested files and documentation for review by worker’s compensation insurance company auditor.

Received and logged all cash receipts and prepare bank deposits. Prepare and enter journal entries for all miscellaneous cash receipts.

Assisted employees and parents with questions regarding cash receipts, budget information and document requests. Assisted with other general ledger journal entries for Director of Finance as directed.

Reconciliation of multiple monthly bank deposits.

Infinet, Inc. (Now Defunct) April 1997 – June 2008

Office Manager

Processed bi-weekly payroll. Prepared all Federal and State payroll reports, calendar year and fiscal year reporting including W-2s, accounts payable, bank reconciliations and maintenance of financial records for three separate entities utilizing QuickBooks Pro software. Compiled and prepared business tax listing annually.

Provided support to two wealth management executives. Prepared new brokerage account documents for client signature. Prepared marketing materials to send to prospective clients. Printed and mailed monthly wealth management newsletter to clients. Maintained client and company files for two separate corporate entities. Compiled required information for annual brokerage office regulatory compliance review.

Maintained inventory of and purchase all office supplies. Sorted and delivered incoming mail and prepare all outgoing mail and overnight packages. Greeted office visitors and answer the telephone. Prepared files for storage annually.

Provided files and documentation to accountant for preparation of year-end tax returns. Input journal entries as directed.

Prudential Securities Incorporated (Merged Into Wachovia Securities, LLC in 2001 and now Wells Fargo

Securities) June 1996 – April 1997

Client Services Assistant

Assisted clients with various administrative needs including new brokerage account documents and providing administrative support to two financial advisors. Position involved attention to detail, prioritizing tasks and being able to multi-task.

Deloitte & Touche LLP April 1990 – June 1996

Office Manager/Administrative Assistant

Provided administrative support to Office Managing Partner. Generated correspondence, scheduled appointments, meetings and organized office functions.

Assisted with annual local office Affirmative Action Plan. Coordinated annual local office independence process for submission to the Firm’s National Office. Reviewed personnel files in preparation of upcoming local office outside Peer Review. Demonstrated ability to meet various deadlines.

Utilized employment agencies to hire administrative professionals. Compiled newspaper advertisements and conducted interviews for administrative professionals. Counseled administrative professionals regarding job performance in conjunction with the Director of Administration. Maintained local office personnel files.

Supported the local office Recruiting Director in professional staff recruiting efforts. Generated applicant correspondence, coordinated office visits and managed the local office Recruiting Data System.

Purchased office supplies and negotiated company discounts with vendors.

Managed the voicemail system, which was networked with other Firm offices, and trained new employees on how to use the system.

Touche Ross & Co. (Merged Into Deloitte & Touche LLP in 1990)

Administrative Assistant to Audit Partner October 1986 – April 1990

Report Processing Supervisor October 1980 – September 1986

Provided administrative support to the audit partner. Scheduled audit staff and prepared various monthly management reports.

Coordinated meetings and office functions. Purchased office supplies and served as local office contact for vendors.

Participated as liaison between administrative professionals and partners. Compiled newspaper advertisements, interviewed applicants for administrative professional openings as well as hiring of temporary administrative professionals as needed.

Data entry of computer-generated tax returns via Computax software as well as processing and assembly of returns for client delivery.

Managed word processing equipment, including loading software updates and problem troubleshooting.

Coordinated typing and processing of all financial statements, audit proposals and correspondence for the Audit Department. Delegated work assignments and supervised two administrative professionals.

NTS Research Corp. (Now Defunct)

Center Secretary, Market and Survey Research Center February 1980 – October 1980

Supervisory Secretary, Head Start Project May 1979 – February 1980

Provided administrative support to Center staff employees. Prepared correspondence and prospective client proposals.

Delegated work assignments and supervised two administrative professionals.

Kelly Girl (Now Kelly Services) March 1979 - May 1979

Secretary

Provided temporary administrative support to two faculty members in the Computer Science Department at the University of North Carolina at Chapel Hill.

Nello L. Teer Company (Now Koppers Inc.) June 1978 - March 1979

Secretary, Highway & Utilities Division

Provided administrative support to the Highway & Utilities Division staff. Prepared correspondence, purchase orders, invoices and proofed bid extensions for accuracy.

University of North Carolina School of Medicine February 1976 – June 1978

Secretary IV, NC Child Abuse & Neglect Resource Center, Department Of Pediatrics

Provided administrative support to the Director of the NC Child Abuse & Neglect Resource Center. Disseminated child abuse and neglect information, coordinated Center staff travel arrangements and scheduled audiovisuals.

University of North Carolina School of Medicine February 1975 - February 1976

Clerk-Typist III, Department Of Obstetrics and Gynecology

Prepared patient notes for one physician and assisted the Department Secretary with bookkeeping responsibilities for the Department.

Tidewater Heart Association (Now American Heart Association) November 1974

Secretary-Receptionist

Managed the switchboard, prepared correspondence and processed the office mail.

University of North Carolina School of Medicine October 1973 – August 1974

Secretary III, Department Of Anesthesiology

Provided administrative support to two anesthesiologists and assisted the Department Secretary with bookkeeping responsibilities for the Department.

References:

Amy Bright

Director of Finance