Payroll Professional
Resume:
ALAN C. LUTES
****.*****@*****.***
Payroll / Benefits Administrator / H R
Ambitious, adept, and detail-oriented professional having acquired extensive experience in the management of company payroll, 401(K), HR and benefits administration. Currently seeking a challenging role to demonstrate above talents through financial and subject matter expertise.
• Knowledge of Payroll Systems; Specializing in ADP Workforce Now, Oracle, and QuickBooks
• Multi-state payroll processing
• Benefits Maintenance/Enrollment/Administration; including carrier websites and communications.
• 401(K) Plan Administration
• Time & Attendance Tracking/Reporting
• Strong Customer Service Skills
• Thorough complaint resolution
• Financial Services Experience
o Prior Series 7 & 66 Licensure (Previously Held)
• Regulatory/Compliance Research
• Analytical Troubleshooting & Problem-Solving
CAREER HISTORY
HR Knowledge – Boston, MA (Remote – FL)
Client Account Manager November 2022 – Present
• Processes client’s payrolls (weekly, bi-weekly, semi-monthly, and monthly) and in an accurate and timely fashion, maintains client folders, reviews, and verifies client new employee packets.
• Works with clients to run special off cycle payrolls.
• Promptly responds to client inquiries via telephone and email regarding payroll and benefits administration to answer and resolve any and all questions and concerns that arise and if need be escalate questions to the Senior Client Account Manager or Manager of the Client Services Team
• Provides timely and accurate administration of benefits plans to include enrollments, invoice reconciliation, terminations, Flex Benefits, COBRA compliance, and open enrollment notification.
• Maintains the electronic files for our clients, on the firm’s internal hard drive.
• Performs data entry and maintenance of all client information into ADP payroll systems including General Ledger and Paid Time Off
• Inputs benefit administration data on carriers’ websites
• Ensures procedures are done in compliance with firms HIPPA policy.
• Enter work into internal tracking system.
• Responsible for the implementation of client system upgrades from RUN to WFN and adding additional company codes.
• Maintain regular and punctual attendance.
• Coordinates with the Benefits Department on client benefits including open enrollments, renewals, changes, and terminations for benefits programs including medical, life, dental, disability, and 401k.
• Prepares various payroll, benefits, and other reports as requested.
• Continues to educate oneself on new aspects and areas of compliance in payroll, benefits and human resources as the opportunity arises.
• Work on special projects for clients if needed.
BayFirst National Bank – St. Petersburg, Florida
Payroll & Benefits Specialist November 2021 – November 2022
• Semi-monthly payroll processing for 500+ bank and mortgage associates.
• Manage payroll processes and benefits administration utilizing ADP Workforce Now, including sorting/gathering or running of customized reports to obtain the required information, performing complex calculations, data entry into the payroll systems and excel spreadsheets, along with daily maintenance of associate compensation, tax withholding, benefit deductions, and direct deposit information.
• Tasked with automating employee benefit enrollments, life event changes, COBRA continuation, and third-party invoicing reconciliation.
• Assist the Payroll Manager with daily functions and processes as well as field employee inquires or concerns.
• Close interaction and working cooperatively with other departments to ensure payroll processing accuracy.
• Participate in payroll related audits and reporting to meet payroll policies/standards.
• Assist in to improving processes and procedures as required to meet policy/guidelines.
• Manage and reconcile FMLA-related Leave of Absence cases.
• Process off cycle payroll checks and advances.
• Adhere to and comply with all information systems security. Raymond James & Associates – St. Petersburg, Florida Payroll Coordinator December 2019 – October 2021
• Semi-monthly payroll processing for 1300+ associates and financial advisors.
• Manage multiple complex payroll processes daily including sorting/gathering the required information, performing complex calculations, data entry into the payroll systems and excel spreadsheets, along with daily maintenance of associate tax withholding, benefit deductions, and direct deposit information.
• Perform assigned collateral duties including charge ticket reconciliation processing, bonus repayment reporting, printing/sorting/mailing of physical checks and reports, and income/employment verification requests.
• Assist the Payroll Manager with payroll training as needed for new payroll associates.
• Direct contact with internal & external customers via email or telephone to efficiently resolve inquiries or concerns.
• Close interaction and working cooperatively with other departments to ensure payroll processing accuracy.
• Participate in payroll related audits and reporting to meet payroll policies/standards.
• Assist in to improving processes and procedures as required to meet policy/guidelines.
• Manage and reconcile FMLA-related Leave of Absence cases.
• Process off cycle payroll checks and advances.
• Adhere to and comply with information systems security. Attend Information Systems security training, when offered. Report information systems security problems Envision Physician Services – Clearwater, Florida
Payroll Coordinator October 2018-December 2019
• Accurate monthly and semi-monthly payroll processing for 1500+ physician and nurse practitioner providers.
• Heavy customer service interaction with providers to include scrutinizing and tracking provider employment contracts, compensation packages and supporting documentation.
• Manage multiple complex payroll processes to include gathering the required information, performing complex calculations, data entry into the payroll systems, daily system data maintenance, excel spreadsheet maintenance and approval routing to the supervisor.
• Track and follow-up with employee payroll documentation.
• Respond to questions (internal & external) and research issues regarding payroll.
• Assume responsibility for payroll records and back up documentation.
• Monitor and assure compliance between corporate policy and current IRS regulations.
• Assume an active role during acquisitions, conversions, or new business by presenting orientation of payroll information to providers.
• Works with Division Finance Manager to insure proper financial statement presentation of Payroll information while adhering to all company policies and procedures.
• Acts as a department liaison for payroll and all related functions to support the departmental goals.
• Close interaction and working cooperatively with other departments to ensure payroll processing accuracy.
• Assist Divisional Finance Manager with special reports and HR projects as needed.
• Adhere to and comply with information systems security. Attend Information Systems security training, when offered. Report information systems security problems. Bioderm, Inc. – Largo, Florida
Payroll/HR/Benefits Administration August 2016-September 2018
• Payroll/Purchase Order processing – Bi-weekly processing for 70+ employees, including garnishments and related general ledger entries via ADP Workforce Now and SAP By Design. Routine employee personnel file maintenance. Critical role in the processing of hundreds of distributor/consumer orders via SAP By Design.
• 401k Administration including the bi-weekly payroll deferral processing, along with the periodic balancing, general ledger entries and completion of any compliance related reporting.
• Human Resources - Managed diverse employee related matters including the coordination of Workman’s Compensation cases and FMLA designations. Worked closely with HR attorneys on protocol and procedures as it related to employee and campus matters.
• Benefits Coordinator -Consistently worked with Insurance agent and insurance carriers to coordinate benefits implementation, claims, and open enrollment for 70+ employees. A.G. Edwards/Wells Fargo Advisors – St. Louis, MO
Communications Consultant July 2014- May 2016
• Advisory Product Marketing & Communications including planning, composition, editing and publishing of sensitive company information via print and intranet, web-based materials to current and prospective clientele, along with maintaining valued vendor relationships.
• Consistently identified new communications opportunities and appropriate execution methods, including conception of design, planning of mediums and influential channels; developed relevant website look and content to optimally convey vision, promote products and offerings.
Compliance/Complaint Resolution Manager April 2010 – July 2014
• Oversaw the integration and continual monitoring of company-wide, risk-based compliance program to ensure adherence to all state, federal, agency, legal and regulatory requirements, and track compliance function oversight.
• Compiled complex periodic reports of findings, trend analyses and recommendations for presentation to senior management; maintained extensive databases and management reports, frequently interpreting data, recognizing and conveying trends to managers
• Directly worked with clients, sub firms and operational areas to resolve concerns within regulatory and compliance-required guidelines; utilized “best resolution” management practices to proactively recognize and resolve potential client service issues. 401(K) Rollover Specialist April 2008 - April 2010 Corporate Actions/Reorg/Proxy Voting Manager April 2005 – April 2008 EDUCATION & TECHNICAL SKILLS
Lewis & Clark Community College, 1987-1989
Accounting & Economics Coursework, 4.0 GPA/4.0
FINRA Series 7 & 66 Licensure (2014, 2015; Expired) Wells Fargo Advisors/St. Louis, MO
Certified Job Efficiencies Mediator
Platform Presentation & Oral Communications Certification Training Payroll Systems Experience:
• ADP Workforce Now
• Various Time/Attendance Tracking & Reporting Applications
• Oracle Payroll Software
• QuickBooks Pro
• SAP By Design
Skills/Proficiencies:
• Excel
• Word
• VLOOKUP
• SharePoint
• 10-Key Operation
• Typing: 60wpm
Financial Services Software:
• DTC
• Bloomberg
• Dispute Max
• Smart Station
References Gladly Provided Upon Request
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