WORK EXPERIENCE

Freelance Contract & Temporary Assignments -

Interim Payroll Tax Consultant - Pacific Photography, Inc - Van Nuys, CA Oct 2022 – Jun 2023

I was contacted by the former owner and CEO of the company to come and start a project of extracting

Payroll Tax Payments and Employment Tax returns as well as various Payroll reports to prepare for an

upcoming audit by The State of Georgia. There were many files that had been archived and sent offsite

for “record retention” purposes which myself and a Temp employee I hired to extract the files and

bring them to a centralized office. There was also a large amount of information to be imported to Excel

and information which had not been through the reconciliation process at the time which I ended up completing upon the request of the owner. What was anticipated to be a 3-month project ended up being

over 7 months. The project was completed with the former owner updated me recently to the fact that the

audit was a big success and the auditors commented on the “detail ability” which was very efficient and

precise.

Jan 2022 to Present

I have worked the past 15 months as a contractor doing 2 long term Payroll and Accounting Assignments, one for a Restaurant Company in North Beach which owned Tosca’s, Marlowe’s,

Leo’s. This was to assist the HR Department in getting all the locations bac online after the Covid-19

pandemic. I had to audit 1-9 and w4 forms and set up a new filing system for Payroll.

The Job Shop - Front Desk and Concierge assignments through the San Francisco employment agency

to do several “as needed” work orders at The following Hotels in San Francisco, The Harrison, Infinity

Towers, Veterans Commons. These were mostly Swing shift and Graveyard assignments to cover for

employees who are out sick or on vacation. It involved checking in Guests, Giving Directions,

answering multi-line phone systems.I also did a fair amount of data entry and kept the area clean.

Pacific Photography, Inc - Los Angeles, CA June 2014 — Oct 2021

Sr Manager HR, Payroll, & Employment Tax

I was promoted to a managerial role taking on HR, Payroll, Benefits, Tax and General Services after 6 months of employment. The majority of HR had been terminated by the “acting CEO & President” of the company. I was asked to also hire a Supervisor which would also be my “pier”, to take A/P, A/R, Billing and Finance G/L. they would take on the duties in those areas. My area totaled 16 employees and the new Supervisor had 14 of her own.

●I was asked to return for 4 months in 2022 to assist with an audit as a Consultant/Contractor.

●Performed data entry, Vendor Maintenance, A/P Check Distribution, Monthly Financial Statements, Budget Forecast, Payroll Processing for 520 to 940 employees Bi-Weekly & Semi-Monthly (Nonexempt and Exempt).

●Utilized Payroll Systems ADP, Ceridian & QuickBooks, Intermediate Excel, Word and Outlook.

●Downloaded needed archived reports from Master Tax to reconcile payments to the 941.

●"Hands on" Processing of Payroll Tax Filing and knowledge in-depth of Federal, State and Local regulations and reciprocal agreements between states.

●Signed and approved all EFT’s, AP Check Requests, and Federal Tax Deposit info before IRS transmission.

●In-depth knowledge of State(s) Unemployment (SUI) Wage Details and Annual Update of Experience Ratings

●Filed Quarterly Returns, Annual Reconciliations, W2 and W2c PROCESSING, 1099 Processing, 941, 941c, 940, and Local, School and Occupational Taxes. Multi State Payroll Taxes (16 states).

●On Boarded all new Hire information

●Processed and calculated PAF's, rate of pay, I-9, W-4, 401K

●Set up benefits and other deductions, interpretation of Child Support, IRS Tax Levy, and other Garnishments.

●Processed terminations in compliance with California and all other states by distributing employees' last payroll checks within deadlines, PTO Pay-Outs, Sick Pay Guidelines.

●Stayed up to date on EEOC, OSHA, SSA, Federal and State Level Department of Labor Rules and Regulatory items, Federal Wage and Hour (Including Minimum Wage).

●Cross Checked and Balanced Time Sheets.

●Polled Kronos Time Reporting (Time Clock) and ran the Repgen process.

HR or Payroll AD HOC Reports and kept the filing of all HR and Payroll reports in an efficient confidential area.

During a peak month like September we distributed over 940 Paychecks on a bi-weekly basis and the Corporate

Payroll which was an additional 120 paychecks with employees across 16 states.

Pacific Photography, Inc - San Francisco, CA June 2014 — Oct 2021

HR/Payroll & Payroll Tax Manager (Leader of Payroll Team Systems Conversion)

●Assisted with the processing of Accounts Payable, Accounts Receivable: Credit Cards, Lock Box, Cash App

●Payroll Processed approximately 600 to 945 employees ADP, QuickBooks, Ceridian and taxes via Master Tax Process PAF Calculations & Adjustments

●Maintained Direct Deposit, Process PR Register & Reports, Entry of Garnishments Tax Levy, Child Support

●Bi-weekly & Monthly Federal Tax Payments, Quarterly Taxes FIT, SIT, SUTA, FUTA, Locals Annual Reconciliations, W2 Processing/W2c, 940, 941, Exp. Rating Annual Changes

●Updated FLS, Master Tax System Maintenance, Set up Fein# and State Codes for Multi State Payroll and Taxes

●Oversaw 3 employees in the Finance Dept.

●Provided Training, Leadership, Support, Annual Evaluations

●Acted as Interim HR Generalist — Versed in State regulations, FMLA, OSHA, EEOC

●Processed new hires, Onboarding, (W-4, I-9, Direct Dep), Q & A majority of employee calls and concerns Benefits Explanations to employees, Annual Enrollments ie: Medical, Dental, Life Insurance, 401k

●Reported to DropBox

●Setting up of New Jurisdictions with respective States/Locals - Application for SUI and State Accounts

●Implemented system from Excel to Master Tax Payroll Tax Filing System and Reporting in third year.

●Assisted in the processing of California, Florida, Georgia & Tennessee Sales Tax

●Set up New Payroll & Employment Tax accounts with several states

●Processed State Withholding and State Unemployment (SUTA) Tax filings for 16 states & few Localsms

●Set up Vendor Information for the A/P Specialist and trained her in getting oversight of Full Cycle A/P

●Maintained QuickBooks Pro Online System before upgrading to ADP WFN.

Glide Community Housing - San Francisco, CA June 2012 — August 2014

Accounts Payable Specialist & Sr Office Administrator

●Processed bills, Collect Rent Payments from Tenants, Accounts Payable, Data Entry

●Send FedEx Matching/Coding AP Invoices, Data Entry into Great Plains AP Software.

●Worked with College Interns and assist training

●Vendor Setup and Maintenance for AP

●Point of Contact for residents located in 4 Housing buildings/community

●Collect Time Sheets and Code/Balance then enter into Time & Attendance in preparation of processing Payroll Bi-weekly & was done in ADP WFN.

●Assist in “Onboarding” new hires and “Offboarding” (Follow strict code for California termination regulations & Final Paycheck rules/penalties.)

City & County of San Francisco - Department of Human Services Nov 2011 — May 2012

PST (Training Aide), Reception/Intake

●Processed Intake Daily for SNAP and CALFRESH (Food Stamp EBT) Programs @ Department of Human Services

●Processed Intake Daily for General Assistance Programs aka: GA and ensure that the applicants are enrolling and applying to the Programs properly.

●Processed Background Checks and took fingerprints from GA applicants, ensuring they went to the State of California Department of Justice in Sacramento, California.

●Data Entry and reports keyed and processed

●Filed Paperwork and went to various training classes to learn the systems utilized by the County of San Francisco.

City & County of San Francisco Human Services Division Nov 2011 — May 2012

Intake Specialist & Fingerprinting Analyst

●Provided Clients with Direction to the appropriate City Counselor/Analyst/Rep in either the Cal-Fresh EBT Food Program or the General Assistance division.

●Analyzed and assisted Clients with housing Intake information.

●Guided the clients through registration for EBT or General Assistance appointments.

●Trained new PST Analyst on Computer and in the filing and fingerprinting area.

●Filed all intake documents into an Alpha System and answered phone/Email Q & A

Diabetes Care Club - Nashville, TN Feb 2006 — Apr 2010

Sr A/P Accountant & Payroll Tax Accountant

●Initially hired for A/R Team’s Cash Application area, but after a year moved to Staff Accountant position to pay all payroll and employment tax fillings as well as reconcile those taxes back to Ceridian Payroll System.

●Processed and opened mail from several sources and created (3) paths to achieve completion of and posting of all cash receipts coming into the company.

●Oversaw training, leading, advising and providing evaluation as well as being involved in all hiring on the Cash Applications Team.

●Senior A/P Accountant - in the 3rd year I was moved into the Finance Department.

●Opened and distributed of all mail to the Accounts Payable Department at the Corporate Headquarters in Nashville, Tn

●I took the Coded invoices and entered them into the Great Plains Accounting System.

A/P Checks were copied, and the copies placed with their backup invoice and information. The checks were placed in their respective envelopes and mailed usually A/P checks were processed and mailed every Thursday.

Light weeks were about 60 invoices and upwards to over 100 on higher volume weeks.

Chadwick & Bean Realty Mortgage - Columbia, TN Mar 2002 — Jan 2006

Payroll Manager

●Answered phones and took order requests

●Dealt with in-person walk-ins

●As HR Manager I supervised an HR Generalist, Benefits Coordinator

●Took charge of the Payroll Department

●HR Responsibilities included Knowledge of OSHA, EEOC, Department of Labor Wage and Hour in

●addition to Compensation issues, PAF approvals, Benefits oversight, New Hire Process, New Hire

●Implemented Master Tax and utilized Ceridian and ADP WFN

●Orientation, Terminations, and stressed importance of confidentiality and training of Department heads and Supervisors of Protocols and Procedures.

●Oversaw and assisted in year-end processes for both W2 processing and Annual reconciliations, Yearly and Quarterly Tax payments and processing: 941, 940, State WH, Locals, SUTA, FUTA

R.R. Donnelley & Sons Publishing - Nashville-Davidson, TN Feb 2000 — Mar 2002

Payroll Manager & Payroll Tax Consultant

●Transferred and Converted the Payroll Tax Reporting “Implemented Master Tax Multi-State System”

●Assisted in daily tax compliance duties

●Lead, educated and backed up a Payroll Tax Department

●I had oversight of a new Master Tax System to be implemented and the former Excel written System

to be brought to an end but first a long period of running both “In parallel” to verify accuracy in the

setup of the new systems codes and information, also balance all tax payments to the exact penny

each time a Payroll was processed. This was done for 22 companies in a 6-billion dollar corporation

and I had just 2 Payroll Analysts in the Department as the Payroll Tax Manager took a Medical Leave

for a year.

●I was promoted to “Interim Employment Tax Manager” and assumed that role for 14 months until

The routine individual returned from a very long-term sabbatical.

HealthTrust, Inc & HCA Healthcare - Nashville, TN February 1994 — January 2000

Senior Payroll Specialist & Sr Payroll Tax Technician

●Processed Payroll for all Non-Exempt Corporate Employees thru the ADP Payroll System.

●Utilized Excel in-depth for balancing back Time & Attendance.

●Duties included Data Entry, Balancing Time Sheets, setting up new Hires, Terminations including Severance Pay Outs, Child Support, IRS Levy, Retail Garnishments, PAF'S Calculate

● Wrote up necessary Payroll Adjustments, Processed and typed Manual Paychecks, Annual Enrollments, Maintained CCH Binders, processing necessary Payroll and HR Labor Distribution Reports

●Kept Knowledgeable of all Labor Laws, EEOC Guidelines and keeping Confidential all Employee File Information, W2 Processing and W2C annual Year Processing.

●Handled 401k and Employee Stock Purchase Program deductions and Payouts and determined correct taxable wages and withholding of Federal and State Taxes.

●Tracked Supplemental Wage Payroll Runs and Calculation of Supplemental Payment of Withholding

●Maintained Payroll reports such as Payroll Register, DOE Reports, Payroll Labor Distribution, Employment Tax Summary. Totals Recap & several HR & Benefits reports needed to reconcile retirement/401k accounts. We also had an active tuition reimbursement and relocation program. There was also a clothing allowance which some of the photographed models could apply for and get reimbursed for up to 50% of it’s cost. The company was very generous with many incentive programs outside of just a regular job.

EDUCATION

National University - La Jolla, CA Jan 2020 - Present Day

Enrolled Part Time to complete my Bachelor Degree in Economics

Minor in Political Science & History

Volunteer State Community College - Gallatin, TN Aug 1990 — Jun 1993

Associate Degree in Business Administration

SKILLS

●ADP (6 years)

●Data entry (10+ years)

●Advanced Excel (9 years)

●Lawson (7 years)

●Master Tax (5 years)

●Ceridian (2 years)

●Great Plains (9 years)

●SAP (2 years)

●HMS Reservation Systems

●Peachtree

●QuickBooks

●NetSuite

●Intacct

●Bill.com

●Concur and Advent Geneva

●NetSuite

●High Math Aptitude

●60 wpm

●Pay-Chex

●Power Point

●Photoshop

●Great Plains

●Google Docs

●Peoplesoft

●Publisher

●Paylocity

●Excel

●Opera

Other Items to mention-

I was given an employee of the month award in April 2008 for exemplary work to complete

A quite large back log of work with myself and only one other team member. Normally we

Would eventually have 5 people on the Cash App Team but at the time with only 2 people, it was nice to be noticed for hard work. I was also given a Co-Employee of the year award which was shared with one other Supervisor for the year in 2008.

Received my CPP certification in September 1998 from the Knoxville, Tn region of the

APA (American Payroll Association), this is renewed every 5 years with dues that may be sent in as well, or you can opt to also take a minimum amount of workshop or “in service” hours to meet the requirements for your 5-year recertification. My next one will be due in 2026.

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