Accounting Manager Human Resources
Resume:
ROSEMARY SHELDON
Toms River, New Jersey *****
**********@*****.***
WORK EXPERIENCE
June 2017 Soiland Resources LLC dba Northgate Ready Mix – Windsor, California
- October 2023 HR & Accounting Manager
Employee Benefits Health – monthly premium reconciliation; enrollments, changes and terminations. Open Enrollment. 401(k) – biweekly contributions; enrollments, changes, withdrawals, and terminations; annual information census, spreadsheet of all enrollees, changes, contributions, and income Payroll and CPR Performed BiWeekly for 42 Hourly Employees Paylocity Implementation – Changed our payroll provider from IBS to Paylocity. Paylocity has the software available to perform payroll, onboarding, and run reports.
Prevailing Wage/CPR - Performed Certified Payroll for Mixer Drivers delivering to AB219 jobs. Provided extensive documentation to the Contractors that hired us for each individual job, uploaded information to the DIR and LCP Tracker. Provided necessary documentation when audited. Integra/Trackit and Digital Fleet Implementation – Assisted with the implementation of new software, which among other things kept track of driver’s hours. Ran reports to calculate overtime and double-time, meal break, and meal premiums. Used the software to download driver’s hours into the payroll software. Supervised Payroll Accountant
Human Resources Recruiting – Carry out all recruitment processes, including posting hiring ads, resume sourcing, phone and in-person interviews. Perform all background checks, set up drug screenings and physicals, deliver offers to candidates. Employee Relations – Spoke with employees on an as needed basis regarding any disciplinary issues. Orientation – Managed onboarding process, handled employee orientation and processed all new hire paperwork, ensuring compliance with all applicable laws. Added new employees to Payroll. Exit Interviews – Performed exit interviews with resigning or terminated employees. Prepared their final check, ensuring the accuracy of hours worked and accrued vacation time. Employee Files – Maintained employee files online and paper, ensuring compliance with all applicable laws. Safety Administrator – Lead the monthly safety meetings with all employees, consisting of mostly cement mixer and freight drivers. Speaking of any issues that be prevalent at the time. Performance Appraisals – provided suggestions to owners to ensure performance appraisals were accurate of the employee’s actual performance.
Short Term Disability – responded to claims from EDD. Answered questions from employees regarding company policy and state law. Administered Family Leave paperwork. Workers Compensation – filed workers’ compensation claims, provided follow-up information to insurance company Unemployment – provided requested information to EDD for current and terminated employees Drug Testing/Physicals – send applicants as part of the onboarding process. Send safety sensitive employees for random drug testing. Send commercial drivers for physicals. BIT Files – maintained BIT files for all drivers.
Filing as necessary. Covid Protocol.
Accounting Month End Closing – perform month end closing entries in QuickBooks Sales – Completed spreadsheet to determine quarterly sales tax. Completed state form. Bank Reconciliation – performed monthly bank reconciliations for several company accounts Credit Card Payments – processed and posted credit card payments to QuickBooks customer accounts Processed credit memos, rebills, and refunds through Integra. Special Projects Updated Employee Handbook – worked with the CFO/Owner and outside counsel to revise and update the Employee Handbook
Sexual Harassment Seminar – put together a Sexual Harassment and Bullying presentation and delivered to all employees.
Rosemary Sheldon
November 2023 H&R Block – San Francisco, California/ Hoboken, New Jersey/Toms River, New Jersey
- February 2024
December 2003 Office Manager/Sr. Tax Advisor/Instructor
- March 2019
Office Manager Provided each client with an outstanding experience. Managed and foster a culture of positive teamwork with the staff. Set Tax Pro schedules to meet client needs. Resolved client issues. Monitored and tracked performance to meet targets. Accelerated growth through local marketing. Communicated with the District Manager on changes to programs, policies, and other office related items. Recruited for Client Service Professional position. Performed end-of-day procedures. Mentored new hires. Maintained supply and inventory. Supervised office appearance. Tax Preparer Interview clients to assess the complexity of their financial status and dealings, extent of tax knowledge, and possible need for additional tax strategy planning. Prepare complex tax returns using H&R Block’s proprietary tax software. Prepare Forms 1040, Schedule A, B, and D, E, self-employment returns, and multi-state returns. Instructor Certified as a Master Instructor. Taught the Basic Income Tax Course, an 84-hour intensive course covering all aspects of individual tax preparation. Taught upper-level courses, tax update and skills to win for returning tax associates. Instructed students utilizing class discussions, textbooks, workbooks, PowerPoint slides, and computer software. April 2014 Mel Knox Barrel Broker & Liz Mamorsky, Inc – San Francisco, California
- August 2018 Bookkeeper
Bookkeeper Owner (Mel Knox) is a Sole Proprietor who operates as a Barrel Broker for a French Wine Barrel Manufacturer.
(Barrel Broker) Bought forward contracts of Euros. Through the use of QuickBooks, input the number and type of barrel in to inventory. Created an invoice from the Sales Order; calculated the costs from Euros to US Dollars; emailed it to the winery/vineyard. Entered payments and made deposits. Sent out past dues. Processed credit memos. Calculated commission payments. Processed accounts payable for business and personal invoices, allocated expense to appropriate account and matching up physical receipt to the charges. Performed bank reconciliations for ten Dollar and Euro accounts. Allocated expenses between multiple companies through the use of journal entries. Completed quarterly sales report. Allocated monthly income and expenses in to a French Amelkis program. Report gathering and reconciliation to CPA for annual corporate and individual tax returns. Kept records/files on all of the above. Responded to correspondence. Answered phones.
Payroll/Benefits Processed a weekly payroll through QuickBooks. Prepared all necessary tax liability reports to Federal and State and pay same. Prepared and Distributed Annual W-2’s and 1099 Misc’s. Kept records of profit sharing for employees. Gathered information for annual reports. Paid benefit invoices. Bookkeeper Owner (Liz Mamorsky) is a local artist.
(Artist) Paid all monthly accounts payable through the use of Quicken on a Mac Computer for the business and personal accounts, allocated expenses to appropriate account and matched up physical receipt to charges. Performed monthly bank reconciliations for four accounts. Completed quarterly sales tax report and annual corporate tax return. Made annual charitable contributions for M&L to over 50 charities. Filed. December 2013 The Bohan Company – San Francisco, California
- March 2014 Budgeting/Accounts Payable
Budgets Assisted in the development of operating budgets, perform analysis of variances and discrepancy between budget and actual expenditures, research financial data within accounting systems and resolve questionable financial entries. Analyzed costs on a year-to-year basis relative to fiscal planning & budgeting activities through collection and assembly of financial data.
Accounts Payable Responsible for all Accounts Payable processes. Ensured input and timely payment of all vendor invoices by property through Appfolio software. Resolve invoice discrepancies. Assisted with month end closures and the generating and filing of check registers and invoice back-up. June 1996 The Coloring Book DayCare – Hoboken, New Jersey
- January 2004 Owner/Day Care Provider
Rosemary Sheldon
Entrepreneur Owned and operated a home-based Day Care caring for infants through preschoolers. Prepared and periodically updated a comprehensive policies and procedures agreement. Advertised and marketed business. Planned daily activities for children of different age groups and abilities. Resolved issues and problems. Administrator Setup and maintained detailed records of each child. Organized, recorded and booked expenditures and receipts in a customized spreadsheet. Prepared annual self-employment federal and state income tax returns, including Schedule C and SE and Forms 4562 and 8829 using an extensive Excel spreadsheet. Purchased equipment and supplies. May 1991 Sumitomo Trust & Banking Co., Ltd. – New York, New York
- June 1996 Assistant Human Resources Officer
Retirement/ 401(k) Researched, analyzed, and implemented new Trustee, Custodian and Investment Manager for the defined contribution 401(k) plan. Updated and maintained information and files pertaining to the 401(k) plan in order to administrate and comply with IRS regulations. Performed ADP/ACP nondiscrimination testing through the use of Excel. Processed annual Report Form 5500. Interacted with employees and external vendors on all 401(k) related issues. Switched to a bundled service with daily valuations and a loan provision. Maintained and continually updated a detailed 401(k) Administration Manual. Processed 401(k) applications for enrollments, loans and withdrawals. Benefits Administrator Administered, processed, and paid monthly benefit reports. Processed COBRA applications for terminating employees. Drafted and continually updated the Employee Handbook with a separate Supplement for each office. Conducted benefits research and prepared analysis for Management proposing cost saving measures to the current insurance plans. Researched, analyzed and implemented an optional Supplemental Short Term Disability Plan. Maintained and processed disability and workers’ compensation claims. Conducted New Employee Orientation. Updated the HRIS on a continuing basis. Organized employee activities. Payroll Administrator Developed a detailed Payroll Procedures Manual. Processed payroll for four divisions using ADP On-Line. February 1988 Federal Home Loan Bank of New York – New York, New York
- May 1991 Benefits Administrator
Benefits Administrator Administered, processed, and paid monthly benefit premiums (i.e., medical/dental, prescription, long term disability, life insurance, and three HMO’s). Allocated charges per cost center through itemized journals for the Accounting Division. Maintained all necessary paperwork on above. Prepared and forwarded Payroll benefit reports identifying new or revised deductions. Processed letters to comply with COBRA regulations for new and terminating employees. Maintained and processed workers’ compensation and disability claims. Conducted the health plans’ annual open enrollment. Updated the Benefits Section of the Employee Handbook. Prepared for and conducted orientation and exit interviews. Proved absence reconciliation report to attendance log. Retirement/ 401-k Administered and processed Thrift/401(k) applications for enrollments, loans, and withdrawals. Prepared Thrift/401(k) and loan repayment reports. Administered and processed monthly retirement applications and terminations. Processed semiannual verification report.
EDUCATION
August 2018 Santa Rosa Junior College – In Person and Online
- Ongoing Associates Degree in Human Resources Grade Point Average thus far: 4.0 May 2004 University of Phoenix Online – Online
- February 2008 Bachelor of Science in Accounting Cumulative Grade Point Average: 3.5 September 2003 H&R Block – Hoboken, New Jersey
- November 2003 Basic Income Tax Preparer’s Course September 1983 Douglass College/Rutgers University – New Brunswick, New Jersey
- October 1984 Twenty-six Credits
SKILLS Proficiency in Quickbooks, Quicken and Microsoft Office
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