Payroll and Accounting

Lorri Schwarz

Aurora, IL ***** s 773-***-**** s *************@*****.*** s linkedin.com/in/lorri-schwarz- Highly motivated, dedicated, and results-oriented professional with extensive experience in accounting, payroll management, accounts reconciliation, needs assessment, budgeting, and process enhancement. Equipped with outstanding interpersonal communication skills to liaise and collaborate within all levels of the organization. A dynamic leader and collaborative team player with the ability to streamline daily operations and processes through effective leadership, problem-solving, critical thinking, and innovation. Leveraging a proven track record of solid work ethic, accountability, professionalism, and integrity to drive organizational growth and success. Core Expertise

Finance Data Confidentiality Auditing Payroll Tax Laws Case Management Quality Control Process Improvement Standard Operating Procedures (SOPs) Tax Audits Software Development General Ledger Tax Compliance Payroll Administration Excellent Organizational Skills Labor Laws Account Reconciliation Client Needs Assessment Business Enhancement Data Entry Data Analysis CRM Payroll Processing SaaS Training & Onboarding Budgeting Revenue Growth Cloud Computing Cash Flow Management People Management Multi-State Payroll Cost Accounting Accounts Receivable Accounts Payable Office Management Benefits Administration Billing Coding Support Human Resources Time Management Customer Service Sales

& Marketing Business Forecasting Regulatory Compliance Leadership & Collaboration Cultural Sensitivity & Awareness Professional Experience

Implementation Specialist Surepayroll, a Paychex Company, Glenview, IL November 2006 – September 2023

§ Implemented new client setups per company protocols, adhering to SLAs and facilitating smooth transitions to online software and services while managing bank/entity changes and setting up new states and EINs for existing clients to ensure service continuity. ü Screened new sales kits from Sales to guarantee accuracy and completeness, maintaining high standards in documentation. ü Managed QTD/YTD wage and deduction balances and reconciled client data accurately, contributing to seamless operations. ü Developed elaborate user documentation covering processes and troubleshooting methods, enhancing operational efficiency. ü Fostered robust relationships with sales teams, clients, and colleagues, providing support and implementing corrective actions. ü Facilitated 26K+ new businesses annually from 2014-2018, achieving the lowest rejections of enrollment data among a team of 12. ü Led training sessions for clients on payroll policies and procedures in compliance with federal and state regulations. ü Proficiently managed multi-state payrolls for customers, demonstrating versatility and expertise in payroll processing. ü Increased revenue by 12% annually through effective account management, client retention, mentoring, and implementation strategies. ü Addressed client rejections promptly to enhance client satisfaction and uphold the commitment to excellence in customer service. ü Managed a team of 8 implementation specialists, overseeing new software testing and collaborating to resolve technical issues. ü Uploaded client kits into ORS for future reference, maintaining comprehensive Taxpay client information in the system. ü Tailored solutions to industry-specific workflows, client bases, and protocols, ensuring customized implementations met client needs. ü Oversaw inventory and implementation queue using Salesforce, managing technical support tickets based on customer requirements. Payroll & Benefits Manager Neighborhood Housing Services of Chicago Inc., Chicago, IL March 2002 – October 2006

§ Managed payroll operations using ADP across nine Chicago offices, ensuring accuracy while educating new hires on benefit plans. ü Contributed to budgeting processes for all nine offices, attending monthly meetings and reporting to the Board of Directors. ü Implemented various processes, achieving a 30% reduction in healthcare costs by strategically analyzing and supporting insurance programs with lower annual rates, resulting in savings of $1.4 million annually for health, dental, and vision insurance. ü Proficiently developed and administered comprehensive employee benefit programs, including health insurance benefits, 403b plans, vacation and sick leave policies, and disability benefits, improving employee satisfaction and retention. ü Stayed updated on trends to identify opportunities for enhancing benefit offerings and providing attractive packages for employees. ü Audited benefit programs and agreements, optimizing service delivery and compliance with company policies and legal requirements. ü Revised employee benefit programs for 300+ employees, aligning them with legal standards to ensure fairness and consistency. Education & Professional Development

Associate of Applied Science in Business, Accounting – City Colleges of Chicago, Wilbur Wright College, Chicago, IL Volunteer Work Experience

Volunteer – Heartland Animal Shelter, Wheeling, IL 2013 – 2015 Volunteer – Orphans of the Storm Animal Shelter, Riverwoods, IL 2008 – 2012 Volunteer – Lutheran Church of the Holy Spirit, Elk Grove, IL 2002 – 2007 Volunteer – Guide Dogs of America, Sylmar, CA 2000 Computer & Technical Skills

Paychex, QuickBooks, InFlow Inventory, Surecalc, HCM, ERP, Salesforce, WebEx, Paychoice, Quicken, Suresuite, ADP, Quicken Software, Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)