Tonya Lee Perez

Orlando, Florida

ad1mky@r.postjobfree.com,

ad1mky@r.postjobfree.com

407-***-****

Profile:

Professional Accounting/payroll administrator combining cross-functional competencies in all phases of accounting, payroll, human resources, and audit. Expertise conducting audits for tax, payroll and managing accounts receivable and accounts payable.

Skills:

●Florida Certified Notary ● Loan Signing Agent ● Collection Management

●Various ERP Systems ● Financial Accounting ● Accounts Payable

●Accounts Receivable ● Policies/Procedures ● Bank Reconciliation

●Multi-State Payroll Processing ● Internal Audit ● HR Management

●Internal Controls ● Workman’s Comp ● Report Compilation

●Credit Card Processing ● Budget ● Safety Programs

●Health Care Programs ● Supply Chain ● QuickBooks

●Bilingual ● External Audit ● Tax Preparation w PTIN

●Benefits Admin. ● D&B Reporting ● General Ledger

●SOP

●GAAP ● Financial Management

●Fixed Asset Accounting ● CPT Coding-Medical Billing

●Accruals ● Financial Reporting ● Balance Sheet

●Payroll/Sales Tax ● Journal Entries ● Corporate Finance

●Variance Analysis ● Cost Accounting ● Account Reconciliation

●AIA Billing ● CFA/CPA in Process ● EOB

●Florida Notary

●Medical Terminology

Experience:

Accountant-On-Call 01/2011- Present

Perez Accounting Tax & Notary Services, Orlando Florida

●Responsible for bookkeeping for Multiple entities

●Process weekly, biweekly, and monthly payroll processing

●Prepare payroll quarterly tax returns

●Prepare monthly & quarterly sales & use tax returns

●Prepare various 1040, 1065 and 990 tax returns

●Assist in IRS & Workman’s Compensation Audits including

●Provide Human Resources Management Services

●On-Call Notary Services and Loan Signing Services

●Assist clients clear up previously tax issues-Tax resolution services

Payroll Specialist- Contractor 01/2020- 10/2021

JFS-Partners, Orlando, Florida

●Processed Multistate payroll for Government traveling nurses

●Assisted in the implementation of payroll SOP

Office Manager/Controller

Prime Builders, Orlando Florida 12/2019-12/2020

Jon Asphalt, Winter Springs, Florida 12/2019- 01/2020

●Responsible for accounting operations of the company.

●Implementation of Foundations software which included implementing QuickBooks for previous year accounting records for extraction into new software.

●Developed and maintained relationships with key partners including banks, title companies, and vendors

●Total management of payroll check disbursements, lien waivers, bank reconciliations, Accounts Payable, Accounts Receivable, credit card disbursement and control, Tax returns and maintenance of filing system to ensure compliance.

●Oversaw the analysis, maintenance and communication of records required by law, local governing bodies, and other departments in the organization.

●Coordinated management training in interviewing, hiring, terminations, promotions, performance reviews, safety and sexual harassment as required by law.

●Oversaw performance of other clerical staff.

●Processed In house payroll

●AIA Billing

Payroll Specialist

Key HR, PEO, Orlando, Florida 09/2019- 12/2019

Randall Mechanics, Apopka, Florida- Contract 08/2019 -09/2019

●Assisted other teams in processing payroll.

●Gathered information on hours worked from Key HR clients

●Prepared and executed pay orders through an electronic system to distribute paychecks

●Processed 1099-Misc. Income Tax forms/W2 for vendors, subcontractors, and employees

Office Manager/Controller 07/2018-08/2019

Mercon Construction, Winter Park, Florida

●Total management of payroll check disbursements, lien waivers, bank reconciliations, Accounts Payable, Accounts Receivable, credit card disbursement and control, Tax returns and maintenance of filing system to ensure compliance.

Human Resources Manager/Executive Assistant to the CEO

●Oversaw the analysis, maintenance and communication of records required by law, local governing bodies, and other departments in the organization.

●Coordinated management training in interviewing, hiring, terminations, promotions, performance reviews, safety and sexual harassment as required by law.

●Benefits Administrator

●Oversaw performance of other clerical staff.

Office Manager/Controller 01/2003-09/2008

Part time -weekend remote from home in New York and Orlando 10/2008-12/2020

NY Properties, Orlando, Florida

●Maintained all accounting portfolio with 25 buildings worth over $5.5 million in New York and Miami, Florida.

●Managed all accounting disciplines required to conduct business.

●Managed over 7500 employees at height of company.

●Performed all activities necessary to process payroll.

●Processed 401k Contributions to vendor

●Prepared all Journal Entries and Accrual Entries

●Participated in all Audits with external auditors

●Ensured Compliance with Federal and State Regulations and guidelines

Office Manager/Controller 2015-2017

Tailored Sportsman, New York, New York

●Performed all regular accounting processes monthly and year-end. Prepared all monthly, quarterly, and annual federal and state financial reports such as 941’s, 940’s, state withholding, 1099, DOL reports, sales and use tax reports.

●Journal Entries

●Month-End Close

●Bank Reconciliation

●Sales use Tax Filings

●Benefits Administration

●Payroll Processing

●Oversaw performance of other staff members

●Year-end Inventory

Payroll Specialist Contract 8 months 2015-2015

Healthfirst, New York, New York

●Processed all types of changes in payroll, new hire, terminations, cobra, insurance, child support raises, overtime, etc., for multiple employees in multiple areas of the United States.

●Performed all journal entries, payroll records, tax reports.

University Audit and Benefits Compliance Coordinator 2012-2015

City University of New York

●Provided Payroll & Benefit for the Entire City University Human Resources Department.

●Performed related Payroll Audits on all 25 colleges per the NYC Controller’s Office.

●Implemented time and attendance SOP for all 25 colleges.

●Provided training for the new Payroll system Implementation

●Performed daily time and attendance auditing on all skilled labor trades for all 28 colleges.

●Recouped 3 million dollars of overpaid annuity and welfare benefits payments made to unions.

●Updated Annuity & Welfare Pay Schedules in accordance with New York State Union Agreements

●Processed daily payroll reports to ensure annuity & welfare calculations were accurate prior to submission of biweekly payroll.

●Processed all biweekly submission to all Annuity & Welfare Unions on behalf of all skilled trades

●Worked with NYC Controller Office to Implement Time and Attendance payroll policy as required by law.

Intern PT-Billing and Patient Services 2011-2012

Westchester Medical Center, New York, New York

●Provided strategic input into all facets of the operations and administration of the health-care programs.

●Provided management and strategic guidance for finance implemented budgets to all departments to ensure appropriate allocations and availability of resources.

●Oversaw staff safety programs including education, training, physical plant modifications and interactions with necessary partners for compliance.

●Assisted in Revenue Cycle Management Solutions

●Eligibility Verification, Patient Registration, Charge Capture, Medical Coding, Medical Billing

●Claims Review, approval, and denial management

●Assisted in the processing of Accounts Receivable Management and EOB processing.

Grant Accountant, Financial Analyst, Procurement-Contract 5 Months 2012-2012

Pace University, New York, New York

Dentistry-Procurement- Financial Analyst-Contract 1 yr. 5 Months 2010-2011

●New York University, New York, New York Served as liaison with IT department during implementation of Grant/Contract accounting sub-system.

●Extensive knowledge working with pre-award and post award administration in accordance with federal and state regulations.

●Performed research, collection of data, and organized presents an analysis to management

●Processed all procurement for the Dental Department and uploaded Student stipends to Pic Cards.

●Provided various Financial Reports to track all expenses and procurement activities to various departments.

Grant Manager-Contract 1 yr. 5 Months 2011-2012

Columbia University, New York, New York

Grant Accountant-Contract 2 yr. 6 Months 2008-2010

Weil Cornell, New York, New York

●Served as liaison with IT department during implementation of Grant/Contract accounting sub-system.

●Extensive knowledge working with pre-award and post award administration in accordance with federal and state regulations.

●Managed the administration and financial records of various grant contracts.

●Assisted the Principal Investigator and tracked all expenses and charges to various budgets

●Worked with all Sponsor Program, Financial Officers, Human Resources, and others agency in Grant Compliance Management.

●Provided interim and yearly financial reports on over 1000 grantees profiles

Payroll Specialist Contract 8 Months 2011-2011

International Rescue Committee, New York, New York

●Processed multi state payroll for all IRC employees in the USA: new hires, terminations, insurance, child support, payrate changes, status changes, etc.

Accountant-Contract 3 yrs. 2005-2008

McIntyre & Associates, Norwalk, CT

●Petro Gas/Starr Gas property tax accountant- one year.

●WWE-Accounts Payable Manager-6 months.

●Thompson Reuters-Accounts Receivable Managers -6 months.

●Heineken-Accounts Receivable Manager -9 Months

Para-Professional/Staff Accountant 2005-2008

Greenberg & Hassan PC, Shelton, CT

●Prepared financial statements, consolidated statements, and various other accounting documents. Posted, and maintained general preparation of supporting schedules and adjusting journal entries.

●Prepared and reviewed tax returns, financial statements, monthly/quarterly write-up services, engagement documentation and related reports.

●Responsible for bookkeeping services for various clients large and small.

●Tax preparation for various entities, 1040, Schedule C, Schedule K etc.

●Processed multiple payrolls for various clients

●Processed Sales Tax payment for various entities, quarterly

●Prepared Payroll Audits for multiple unions in New York, New Jersey, Connecticut, and Pennsylvania

Human Resources Admin./Staff Accountant 2000-2003

Stamford Emergency Medical Services, Stamford, CT

●Processed all Accounts Payable/Receivable for both Ambulance Companies

●Assisted Human Resource Manager and Benefits Administration for both companies.

●Provided all standard accounting functions for each entity.

●Processed weekly and biweekly payroll for two ambulatory services, 200 employees.

●Processed Financial Budgets and Audits for Profit and Non-Profit Ambulance Company

Credit Manager 1997-2000

Unisource worldwide, Windsor, CT

●Created, updated, and reviewed customer accounts and files after ensuring accuracy of analyses review.

●Standard financial services including policies/procedure updating and running D & B reports on credit worthiness to extend credit or limit credit terms.

●Monitored Credit & Collection and made in person and correspondence with all vendors in Upstate New York

●Maintained a DSO of 45-60 which was previously 365 Past Due. Worked out payment terms to bring DSO incompliance with regulatory requirements.

Education:

Master’s Degree, Taxation CPA in Preparation and CFE, Kaplan University

Master’s Degree, Public Administration, Pace University

Graduate Certificate in Human Resource Management, DeVry University

PHD, Education & Leadership-Liberty University - In Process

CFA- In Process

CPA – In Process

SHRM

Contact this candidate