RICHARD FELIX
Phoenix, Arizona *****
480-***-**** - *****************@*****.*** - WWW: Bold Profile PROFESSIONAL SUMMARY
Accomplished Payroll Administrator and GL Accountant with expertise in multi-state payroll management, tax compliance, and HR support. Successfully oversees complex payroll operations, ensuring accuracy and adherence to regulatory requirements across diverse business entities. Proficient in leveraging Microsoft Excel and Word to streamline processes and enhance operational efficiency. Bilingual in English and Spanish, with a proven track record of building strong relationships and implementing effective payroll procedures.
SKILLS
Microsoft Excel and Word
Multi-State Payroll
Payroll Auditing
HR Support
Accounting GL Support
Tax Compliance
Relationship Building
Bilingual (English/Spanish)
WORK HISTORY
11/2022 to 05/2024 Payroll Administrator - GL Accountant Cardone Ventures – Scottsdale, Arizona
Created a $2 million semi-monthly payroll for over 400+ distributed employees, ensuring transmission, accurate data entry, and effective distribution - never missing a deadline
Administered 2 other payrolls (10X Health & Gundlach's Service), processing paychecks on a semi-monthly and weekly basis for other business entities under management (FL & CA)
Strengthened the general ledger team by working closely with accountants to close out month end tasks timely
Facilitated the seamless transition of invoices from Invoiced.com to Netsuite, leveraging meticulous attention to detail and proficiency in data migration processes to ensure accurate and efficient financial operations. Implemented comprehensive coaching sessions and developed tailored payroll procedures for five employees spanning three states (AZ, FL, CA), ensuring their proficient execution of payroll tasks with precision and efficiency. Ensured Department of Homeland Security (DHS) compliance by meticulously re-verifying I-9 documentation for over 200 employees ahead of state-mandated deadlines.
Multi-company and multi-state/province/jurisdiction environment (CA, NY, FL, AZ, WA)
Conducted regular audits in collaboration with HR to meticulously verify the accuracy of bonuses, promotional salary adjustments, and incentive pay calculations, ensuring current and precise financial data integrity. Assessed reports for omission and discrepancies, resulting in a 95% reduction in payroll errors yearly
Manage new hire prorations, retro pay, bonuses, benefit incentives, terminations and severances
Developed and established over 20 new standardized operating procedures, enhancing organizational efficiency and ensuring consistent workflow across diverse operational areas.
Managed the calculation of employee fiduciary responsibilities, specifically in relation to 401K plans.
Handled payroll quarterly and year-end processing, including the preparation of payroll tax forms such as 940, 941, and 941X. Conducted reconciliation of tax deposits for the IRS, resolving any payroll discrepancies efficiently. Oversaw FMLA administration, leave of absence requests, and both exempt and non-exempt PTO allocations.
10/2021 to 06/2022 Payroll Implementation Specialist ADP, Inc. – Phoenix, Arizona
Guided 10+ ongoing customers for payroll setup, training, and troubleshooting system issues, resolving one-off situations timely Facilitated 5-10 meetings a week to evaluate new customers, project timelines and competing payroll priorities
Directed 20+ virtual Webex trainings for new clients to ensure full comprehension of ADP system to upkeep employee maintenance, new hire/termination processes, manual check process, and data requirements for creating pay data batches; close hand-held process for a minimum of 3 pay cycles
Validated payroll data from existing systems moving to proprietary internal software
E.g., quarter/year to date reports, employee rosters, IRS documents, all to ensure proper deductions, payroll tax setups, legal/regulatory updates and client-defined calculations
Moderated with 50+ team members on over 10 priorities and on 10 different timelines to deliver custom data and solutions
Executed 30+ payrolls per week with various payroll cycles, e.g., weekly, biweekly, semimonthly and monthly.
03/2020 to 09/2021 Business Client Services and Case Manager CIT Bank – Tempe, Arizona
Informed 50-100 inquires daily and researched and revised 15+ records of specific client service issues at a time.
EDUCATION
05/2019 Bachelors in Business Administration: Emphasis in Marketing Northern Arizona University - Phoenix, Arizona
Dean's List 2019
3.9 GPA
Extracurricular Activities: Piano and Photography
Summa cum laude graduate
2020 Ningbo, China: Teaching English