Open Enrollment Payroll Tax

REMOTE Phone: 714-***-**** Email: ***.*******.**@*****.***

KEY ATTRIBUTES

HRIS Analyst · HRIS Implementations · HRIS Payroll Tax Processing · HRIS Payroll · HRIS Benefits Setup, Open Enrollment, Administration · HRIS Regulatory Reporting Compliance · HRIS Work Force Management · Project Management · HRIS PPACA 1095 Setup and Validation · Lean PMP · Process Improvement · Data Validation · HRIS Retirement Plans · HRIS Data Analytics, Documents, and Dashboards · Annual Financial Statements Reconciling · Forms 5500 · Government & Regulatory Audits Compliance · HRIS Systems Administration · Six Sigma Green Belt

· HRIS BI Report Writing · HRIS Workflows ·

WORK HISTORY

HRIS, HCM Systems & Process Consultant – La Mirada, CA July 2019 to Present

HRIS Consultant, HRIS System, Process, and Compliance. Functional system implementation, post implementation, and utilizing of UltiPro and Ceridian HRIS Applications, compliance payroll/benefits/tax/HR/WFM. Customer service management, agency, and vendor relationship management. HRIS System Setup, Review, and Corrections

HRIS Payroll Data Compliance, Analysts

Payroll Tax Data Analysts Multi-state

HRIS Quarter-End, Year-End, and W2 Processing Reporting

Payroll Tax Agency Relations / Quarterly Reconciliations / Penalty Abatement

HRIS Benefits Data Analyst

HRIS Open Enrollment Setup, Tech Support, Troubleshooting, and Wrap-up/ Vendor Reports

HRIS Benefits Regulatory Reporting including SFO HACO/HSCO, Census, and Form 5500

HRIS Point Person for Audits = Financial, State Tax, Workers Comp, and Government Programs Contracts. Created reports and reconciled data pulled from our HRIS system, Ultipro.

Process improvements and best practices.

Six Sigma Green Belt, system mapping and root cause analysis, system integration, file imports and exports.

CONSULTING PROJECTS:

Ceridian – 2022 HRIS Benefits Implementation Consultant Configuration – Ceridian Dayforce

Configured Benefits Open Enrollment for Mid-Market Customers in the Dayforce Application

Medical, Dental, Vision, FSA, HSA, Life, Sup Life, Critical Illness, AD&D, Domestic Partner

Data Validation, Setup, Testing, File Import/Export

Proactive Risk Management

Report Creation and Validation

CONSULTING PROJECTS Continued...

Acra Lending – 2022, HRIS Implementation and System Utilization Consultant Functional – Ceridian Dayforce (via Job Diva Recruiting)

500 employees

Data Validation Setup Testing

Proactive Risk Management Report Creation and Validation

Benefits / WFM / HR / Entitlements / Schedules / Workflows Self Service configuration review, testing and feedback

Voyant Beauty – 2021/2022, HRIS Systems Analyst – Ceridian Dayforce

4000 Employees

Acting HRIS Systems Support Analyst

14 Locations

Multi-State, Multi-Fed ID’s, Multi-Country

Payroll / Benefits / Workforce Management / Self Service / Unions / Manufacturing / Pay Premiums

Entitlements / Pay Policies / Issues / Case Monitoring /

Setup PPACA, Documents, and Data Analytics Dashboards

The Los Angeles Dodgers - 2020 UltiPro, Benefits Open Enrollment Configuration Consultant, Tech Support, and Vender File Feeds

1500 employees,

Five Enrollment Sessions.

14 Plans

Session Configuration / Customization

Maximum Efficiency for Employee Enrollments through system feature utilization

Customized enrollment screens with company logos and detailed instructions to minimize employee calls to HR during open enrollment

Created Plan B vendor file reports to ensure employee coverage until actual vendor file feeds were completed.

Provided technical support during and after Open enrollment

InterDent National Dental Association – 2020 Ultipro Benefits Open Enrollment Configuration Consultant, Technical Support, and Vendor File Feeds

3500 employees – Annual Open Enrollment Configuration

Enrollment Session Custom Screens – Guided in Screen Instructions and Company Logos

Session Screen Document, EOI forms, GIA, and external links

Multi-State Plans, Multi Fed ID’s, and Multi Plan Setup

Ensured accurate enrollments via mutually exclusive grouping

Special Handling Items such as HSA, HDHP, Limited FSA linking

Setup 27 different Enrollment Sessions for InterDent’ s Open Enrollment 2019/2020

Heluna Health, City of Industry October 2015 to July 2019

Manager of HRIS Compliance, Benefits, Payroll and Payroll Taxes

HRIS module setup and maintenance, release testing, test system utilization, parallel test on system changes

Compliant administration, processing and filing all Benefit, Payroll, Payroll Taxes and Tax Returns, W-2’s, 5500 and PPACA Form 1095-C’s.

HRIS Benefits and payroll daily, quarterly, and annual process improvement/enhanced system and BI reporting utilization. Utilization of Ultimate Software/UltiPro/System Integration Projects/Operational Compliance.

Vendor Relations, Vendor Files, Import /Export files, Open Enrollment Setup and Technical Support

HRIS transactional compliance, process compliance, Retirement Plan Audit Committee ensure HRIS data and Operations were aligned with Plan Docs.

GL file validation and discrepancy resolution, Journal Entry validation and documentation

Robert Half Finance & Accounting May 2015 to September 2015

Salaried Professional Service Consultant

Strategic Six Sigma Improvement Project to Develop an ADP Payroll and Compensation Desktop Reference Guide, process writing, and streamlining and automation to maximize efficiency and utilization.

New system rollout, development, customization and utilization, Salesforce, call center. Interactive intelligence phone systems with integrated knowledge base and various HRIS Accounting and Finance and Manufacturing inventory systems.

Strategic consulting, business analyst, process data and system analyst.

Clients included Spicers Paper and Heluna Health. I was offered full-time employment by Heluna Health.

UltiPro, Payment Services - Santa Ana, CA February 2011 to June 2013

HRIS Tax Compliance Lead (Service Provider, HRIS)

Refined the department by developing a professional team that could build relationships with the federal, state, and local payroll tax agencies. To ensure tax returns filed on our clients’ behalf were filed based on each tax agency’s specifications, all data elements were present as required.

Proactively worked with the tax agencies on any HRIS non-compliance issues to avoid exposure to customers impacted; to implement a HRIS fix for each non-compliance issue, and to request abatement of penalties if assessed to customers.

Focused on training, developing processes, problem solving and identifying the root cause of HRIS non-compliance issues, implementing HRIS solutions, and customizing our incident tracking system adequately log, tack, and measure resolution times. In addition, communicating issues to senior management and exposed customers, when applicable.

Responsible for providing action plans for each department in dealing with the HRIS customers impacted; created project teams to correct the system actions causing the issues; and tracked and reported the overall value of the corrective actions for each project completed.

Able to obtain over $2 million in payroll tax penalties to customers caused by HRIS non-Compliance. I then moved on to work on solely on root causes and process system improvement for all department at the tax center

Payroll Tax Agency Operations Lead (Service Provider, HRIS)

This interim position was for the opening of a new payroll tax center in California. The objective was to develop a department to research and resolve a backlog of payroll tax agency inquiries; fix the issue causing the tax agency inquiries; and obtain abatements on penalties assessed to customers by the tax agencies.

Trained staff of 8 on researching payroll tax agency inquires, methods of responding to tax notices, resolving, and fixing the issues causing the inquires, pro-active methods to avoid future issues, and the proper procedures to use when requesting tax penalty abatements.

Developed procedures, letter templates, and built out our Sales Force inquiry tracking system to log, tack, and escalate the resolution of tax customers, tax agency non-compliance inquiries and based agency timeframes.

Developed a method for resolving first tax notices received prior to the tax agency generating monthly second, third, and fourth payroll tax notices pertaining to the same issue, which previously inflated the perceived inquiry backlog.

Completed the objective and obtained tax agency penalty abatements of over one million dollars.

Went on to be the lead of the payroll tax compliance and agency relations department.

Consulting & Regulatory Appeals 2005 to 2011

Ceridian Employer Services - Minneapolis, MN 2000 to 2005

National HRIS Process and Systems Standardization Manager (Remote)

Utilized Six Sigma Greenbelt certification and toolkit to lead process improvement projects. Project outcomes resulted in lowering operating costs, increased customer satisfaction scores, and the reduction/eliminated risks related to process breakdowns.

Responsible for identifying redundant HRIS payroll, Benefits, HR, and payroll tax process issues by analyzing data and performing root cause analysis to drive corrective action. Created cross-department project teams to validate findings and implement corrective actions.

Monitored projects and project timelines, reported progress to senior managements and tracked projects against customer satisfaction scores.

Helps in the creation of a project pipeline and developed methods for prioritizing HRIS project based on customer feedback and regulatory requirement deadlines.

Working knowledge of HRIS production applications and company processes; hands-on experience HRIS ADRs (systems enhancement programming); new HRIS product integration; excellent cross-organization relations; ability to quickly adjust to changing environments; focused; ability to set (and meet) company goals and objectives.

VP HRIS Technical Support, LA District Payroll Office, Service Provider

Managed multiple departments in the Ceridian LA district payroll office. The departments included special projects team, responsible for completing customer projects relating to payroll file mapping and allocations to various general ledger and accounting systems; a payroll customer support team, who was responsible for daily payroll support for the LA and adjoining counties client base; the training team who provided payroll and benefits HRIS system training to new customers; the local billing and clerical support representatives.

Assisted with escalated customer issues, developed company policies, procedures, and local performance measurements.

Ran local and national year-end payroll support functions and lead multiple national process improvements projects.

Involvement in the resolution of escalated client issues, ensuring internal and external business relationships are maintained appropriately.

Short and long-term strategic planning and budgeting. Set team and departmental objectives.

Built out national L3 EIC customer service call center phone system with knowledge base. Developed calling queues, call trees flow, hold messages, and scrutinize the database and call reports to improve internal and external processes by developing internal and customer training based on the redundancy of call patterns.

Manager of HRIS Payroll Customer Services, Service Provider

Managed a payroll customer service team and payroll special projects team who provided support to medium and large size customers in all aspects of processing payroll.

The range of support included developing payroll models, scheduling payrolls, holiday schedules, extending payroll calendars, opening payroll, importing time data, validating and balancing timesheets, reviewing, resolving, and validating payroll exceptions, balancing, and exporting PTO accrual totals, entering one-time and reoccurring pay data adjustments, running batch reports, balancing FUTA to SUI, balancing payroll taxes, pre-tax deductions, deferred comp, 125 plans and section, 132 commuter and transportation, posting payroll, prenoting bank files, and uploading positive pay and ACH direct deposits files; assisting customers with current and prior quarter payroll adjustments; quarterly and annual payroll tax reconciliations and W-2 creation, exporting, and filing.

Participated in payroll to GL allocation and mapping, as well as, complex payroll reconciliations, and escalated customer issues to ensure internal and external customer relationships are maintained and all payroll related rules and regulations are followed.

Developed team and department policies, procedures, and performance measurements based on internal process and procedural efficiencies, appropriate application of regulatory requirements, and customer satisfaction survey feedback.

Ceridian Tax Service Center (CTS) - Fountain Valley, CA 1995 to 2000

Manager of HRIS Payroll Tax Customer Service / August 2001 to May 2005

Managed tax filing customer service teams, who provided support to medium to large customers in all aspects of payroll taxes, tax reconciliations, and tax filings. The range of support included opening tax accounts, maintaining tax

ID’s and rates, reconciling quarterly and annual payroll tax data, filing payroll tax returns, and annual W-2’s, responding to tax agency inquires and processing amended payroll tax returns as needed.

Reviewed and approved all work completed by my four payroll tax support teams.

Provided guidance on complex tax reconciliations, which included multi-company, multi-tax id successor/predecessors, mergers, acquisitions, and reincorporation’s

Developed team and department policies, procedures, and performance measurements based on customer satisfaction survey feedback.

Participated in the resolution of escalated client issues, maintained internal and external business relationships, and ensured we understood and met federal, state, and local tax agencies requirements.

Supervisor of HRIS Payroll Tax Customer Service (Service Provider, HRIS) 1998 to 2001

Supervised payroll tax customer service teams using Ceridian HRIS product. Each representative provided support to 300-500 customers. The allocation of customers was based on complexity of the customers payroll taxes (multi-state, for profit, non-profit, multi-federal ID’s, etc.).

Responsibilities were to mentor, trained and cross-train support teams, aided on escalated customer issues, reconciling complex tax accounts, participate on project teams, and staying active in technical system enhancements and prioritizing

Provided technical support to customers in the areas of payroll taxes, specifically, amending tax returns, agency inquiry resolution, new customer conversions, reconciliations, and daily payroll tax maintenance

HRIS Payroll Tax Customer Service Rep (Service Provider, HRIS) 1995 to 1998

provided support to medium to large sized customers in all aspects of payroll taxes, tax reconciliations, and tax filings. The range of support included opening tax accounts, maintaining tax

ID’s and rates, reconciling quarterly and annual payroll tax data, filing payroll tax returns, and annual W-2’s, responding to tax agency inquires and processing amended payroll tax returns as needed.

Reviewed and approved all work completed by my four payroll tax support teams.

Provided guidance on complex tax reconciliations, which included multi-company, multi-tax id successor/predecessors, mergers, acquisitions, and reincorporation’s

Developed team and department policies, procedures, and performance measurements based on customer satisfaction survey feedback.

ADP, HRIS Service Provider - La Palma, CA 1995 and Prior

Accounting, Sales Reporting

Sales, Sales Secretary

EDUCATION, TRAINING & CERTIFICATIONS

University of Phoenix - BS in Management, in process (4 classes left)

Project Management Professionals (32-hour course)

Six Sigma Green Belt (80-hour course) Attended twice

Lean Project Management Methodologies (40-hour course)

Product Lifecycle (8-hour course)

HRIS Systems Ceridian Payroll and Payroll Tax HRIS Systems (12-week course)

HRIS Systems UltiPro Onboarding Performance Management, Time, Payroll, Benefits, QE, BI, and YE…

Frontline Leadership Management Training (8- week course)

Frontline Leadership Keeping Skills Alive (Once a month for 8 months)

ACA 1095 Reporting (16-hour course)

Fiduciary Responsibilities (4-hours annually)

IRS 401k/403b Plan Corrections (16-hours)

Dayforce Administrator, Manager, Employee Training, My Path

Dayforce Payroll, Benefits, Workforce Management, System Configurations, Security and Roles Access, Dashboards, Documents, Compensation, Workflows, Schedules, Entitlements, Pay Policies, Enrollments.

Notes:

Contact this candidate