Payroll Tax Financial Management

Krystal Henry

ad16gj@r.postjobfree.com Bedford, TX 214-***-****

EDUCATION

Bachelor of Science - Accounting Paul Quinn College - Degree Conferred (1991) SUMMARY OF QUALIFICATIONS

• Degree in accounting and 15+ years’ experience in a senior accounting role

• Oracle, ADP, Great Plains, Lawson, Microsoft Teams Business Communication Platform, Kronos, RBC Royal Bank and Bank of America Reporting, SAP

• Strong Organizational, interpersonal skills, creative thinking with ability to diversify and simplify concepts to all levels of employee, customers, and senior leadership arenas.

• Experience working in fast paced environments.

• Assisted with implementation of Workday Financial Management system, Ultipro Human Capital System, Oracle, and

CONTRACT ASSIGNMENTS

Essilor Luxottica

09/23 -01/24

Payroll Sr Accountant (contract with Russell Tobin)

• Responsible for various function-based accounting activities (e.g. accruals deferrals, allocations).

• Completes month-end close duties accurately and timely (e.g. recording journal entries, performing variance analysis, etc.).

• Interacts with accounting partners in North America and across the world

• Prepares/reviews reconciliations for various balance sheet accounts. Analyzes balances to ensure they are accurate. Communicates unreconciled items to management.

• Ensures compliance with IFRS accounting requirements, as well as internal controls.

• Works directly with internal and external auditors to ensure successful and timely completion of internal audits and quarterly/annual reviews.

• Proactively identifies and implements process improvements, as necessary.

• Completes special project work as assigned.

- LHH (Accounting Principles) 02/2023 – 04/2020 Exponent Technologies 02/2023 – 06-2022

Interim-Sr. Payroll Tax Analyst (Contract)

• Payroll Taxes for 800 entities for fifty-two US states, locals

• Analyze and compute payroll tax issues for critical system’s error project in Master Tax to ensure implementation was accurately processed

• Filed, Reconciled, Analyzed, and Amended for all entities related to 940’s, 941’s, federal, state, unemployment, local jurisdictions, counties, school districts, disability, modified business, and family medical leave taxations

• Review and confirm accuracy for W2 data at year-end, prepare for quarter-end and year-end fillings

• Review and correct ADP’s QTVL client error reports and updates for company profiles for all entities

All My Sons Moving & Storage 06/2022 – 05-2021

Interim-Sr. Accountant (Contract)

• Successfully execute high volume full cycle accounting in a timely manner and according to GAAP while utilizing complex reporting processes and multiple departmental input

• Responsible for creating, analyzing, and maintaining management reporting and financial justification related to corporate operations.

• able to articulate with good understanding to Senior Management and leadership in all corporate meetings.

Krystal Henry

ad16gj@r.postjobfree.com 214-***-****

• Prepare journal entries and reconciliations.

Sally Beauty Supply LLC 10/2020 – 04-2021

Payroll Tax Interim-Manager (Contract)

• Manage Implementation Transition Gap Improvements Team of six

• Payroll Taxes for Five Entities for 35,000 Employees for fifty-two US states, locals, and Canada

• Analyze and compute payroll tax issues for critical system’s error project in Lawson and PTM to ensure implementation was accurately driven to Oracle and ADP

• Evaluate former processes, create new processes with procedural documentations, train others in order to enhance future efficiencies.

• Attend Implementation calls and briefings to provide guidance of best practices for the payroll tax transition.

• Filed, Reconciled, Analyzed, and Amended for all entities related to 940’s, 941’s, federal, state, unemployment, local jurisdictions, counties, school districts, disability, modified business, and family medical leave taxations

• Review and confirm accuracy for W2 data at year-end, prepare for quarter-end and year-end fillings

• Review and correct ADP’s QTVL client error reports and updates for company profiles for all entities

Jordan Health Care (Elara) 04/2020 – 09-2020

Senior Accountant – Payroll (Contract)

• Payroll Salaries & Taxes for 30,000 Healthcare Employees

• Process Payroll Salaries & Taxes (actual & accrual) - Weekly, bi-weekly, and semi-monthly payroll processing

• Responsible for benefits and deductions (actual & accrual) -Health PTO & Sick Time, Dental 401K, Vision Garnishments, Disability Flexible Spending, and Life

• Calculate Bonuses- actual and accruals, severance- actual and accruals, and Worker’s Compensation – accruals.

• Worked within Microsoft Teams Business Communication Platform for files, training, and communication.

• Utilized FloQast Financial Close Management Software - checklist, reconciliations, process management reporting.

• Assisted with Transition from Ultipro Human Capital System to Workday Financial Management, HR, and Planning System

Krystal Henry

ad16gj@r.postjobfree.com 214-***-****

TMX Finance 12/2015 – 02/2020

Senior Accountant / Sole Payroll Accountant for TMX Finance

• Successfully execute high volume full cycle accounting in a timely manner and according to GAAP while utilizing complex reporting processes and multiple departmental input

• Responsible for creating, analyzing, and maintaining management reporting and financial justification related to corporate operations.

• able to articulate with good understanding to Senior Management and leadership in all corporate meetings.

• Prepare journal entries and reconciliations for company payroll processing for 4000 plus employees, financial reporting, SUI, FUTA, FICA taxes, medical, dental, vision, and life insurance, FAS 91, 401K employer match and employee contributions, guaranteed bonuses, incentive bonuses and salary accruals, severance analysis and accruals, sign on bonuses analysis and accruals, relocation expenses and headcount, travel/expenses, employee reimbursements & general ledger account reconciliations.

• Prepare statements and presentations for trial balance fluctuation analysis meeting and trends reports • Partnered with IT, HRIS, GL Management, UltiPro, and Accounting to streamline, update and improve payroll from a 5-day manual process to 4-hour process.

• This process took over six months, including five factors and various phases to complete this task. 1) Account failure identification with manual review and corrections. 2) Identification of Employee and Departments affected. 3) Identify responsible parties to begin correction. 4) Design reports enhancements to make the payroll process more efficient. 5) Identify job and position coding, as well as verify calculations are properly working. Communicated with the team to correct issues in both UltiPro and Great Plains environments.

• Responsible for prepaid insurance, misc. expenses, employee rewards, other assigned special projects and process improvement engagements

• Partnered with Great Plains Reporting Management team to create new payroll reports for monthly and quarterly reporting for monthly Journal Entries, Reconciliations, PBC’s (“Prepared by Client”) Reports for Quarterly Audits

• Attributed to the roll-out team for new JE processing for TMX Accounting department. Krystal Henry

ad16gj@r.postjobfree.com 214-***-****

Health Texas Provider Network / Baylor Scott & White Healthcare System 03/2000 – 12/2015 Accountant III

• Process Journal Entries and send Third Party Rental Invoices, Physician Investments, and retainers.

• Handle all rent related past due collection efforts and bad debt write offs

• Analyze rent and make adjustments, corrections, and communicate with all external and intercompany parties.

• Process Bi-Annual Rent Attestation

• Updates & Automation of procedures

• Work collaboratively with the various Directors of Development, Compensation, Practices, and CBRE departments to update, forecast property projects, renovations, relocations, acquisitions, new builds, assess business plans, and manage all deliverables for all.

• Create Five Year Plan forecast for Rent and Depreciation Subsidies for hospital funding and budget.

• Independently worked to develop reconciliation process for HTPN & CBRE rental revenue and expenses • Process Asset Management System - add, dispose, retire, and adjust assets for all HTPN properties

• Process all Intercompany Allocations for all entities related to the following: Biomed, Quantitative Services, Mission Grants, Neurometabolic Consultants, Coverage Agreements, Charity Foundation program, contracted General Electric equipment, research testing, education reimbursement and Medical Directorship Salaries

• Maintain databases for Entity Bottom-line Bill, Subsidies and Medical Directorships funding journal entries.

• Prepare PPE Debt Walk for regular reporting

• Perform monthly reconciliations of assigned Balance Sheet and all Intercompany Accounts

• Analyze assigned Financial Statements and communicate any necessary corrections or adjustments to practices in a creative way that the doctors and staff can adhere to

• Perform physician compensation proformas and forecast salary bonuses.

• Perform various Ad Hoc duties as assigned.

Trailblazer Health Enterprises 3/1997 – 3/2000

Medicare Auditor

• Externally audit Skilled Nursing Facilities for Medicare part B and serve as a liaison between field and home office auditors.

• Prepare required work papers and support expedite desk review of provider cost reports Skilled Nursing Facilities, Small Inpatient Hospital Units and Prepare follow up reports to assist facilities with rectification of errors

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