Financial Analyst Program Coordinator

Kwan T. Pak

** *** ******** **, *********, MA ***84 617-***-**** ********@*****.***

Summary of Skills

• Experience working in an administrative role in higher education; knowledgeable of all office procedures

• MS Word, Excel, PowerPoint, Access, Explorer, Adobe Photoshop, WinZip, Great Plain, QuickBooks, ADP GlobalView, ADP Workforce Now HRB, Banner, Workday, ATX & ProSeries

• Fluent in English and Chinese, and elementary Spanish

• Maintain payroll, reconcile bank accounts monthly; Responsible for payroll/benefits orientation for new hire

• Answers employee inquiries about benefits and administration of all benefits and process benefits invoices

• Tracks leave time for all employees out on FMLA

• Extensive experience in customer service and cash transactions

• Ability to multi-task and pay attention to details under tight deadlines

• Positive, professional attitude and strong work ethic; solid oral and interpersonal communication skills Education

BS, Management, Concentration: Accounting, University of Massachusetts-Boston, Boston, MA Experience

Northeastern University, Boston, MA 10/21-Present

Payroll Accountant

• Manage full-cycle weekly & semi-monthly payroll processing across multiple subsidiaries for employees working in different provinces

• Incorporating payroll data from internal departments while maintain supporting documentation for all changes

• Support month-end close process by ensuring accurate and timely recording of payroll transactions in the general ledger, preparing reports and managing reconciliations

• Process off-cycle payroll as necessary (termination, catch up payments, etcs.)

• Review and process hours from Workday (timekeeping) on weekly & semi-monthly basis and import to ADP Team Pay; independently identify and investigate payroll discrepancies and facilitate resolution

• Ensure client is utilizing “best practices” for payroll processing

• Identify overpayments/underpayments in payroll processing and address them with each programs

• Respond to payroll related client inquiries, resolve service issues, and demonstrate proactive, solution-based approach to enhance client relations

• Analyze client requests versus policies and procedures

• Responsible for maintaining shared databases; documenting all client calls regardless of nature of call

• Review T4s, and ensure T4s are issued accurately on time

• Establish working knowledge of the policies, procedures, and quality control to process and approve various types of contributions, indicative data updates, new enrollments, loan repayments and funding methods

• Complete special projects as assigned in accordance with communicated expectations John Hancock Insurance Company (USA) - HNRG, Boston, MA 01/21-09/21 Payroll Analyst

• Communicate directly with all cross US biweekly & weekly payroll contact at client regarding the reconciliation and processing of payrolls

• Ensure client is utilizing “best practices” for payroll processing

• Identify trends in payroll processing and address them with the client and Client Service Manager

• Respond to payroll related client inquiries, resolve service issues, and demonstrate proactive, solution-based approach to enhance client relations

• Analyze client requests versus NYLIM RPS policies and procedures

• Proactively manage account by setting appropriate expectations

• Responsible for the quality control and timely delivery of client work, including final review of all data updates, and plan sponsor and participant reporting

• Responsible for maintaining shared databases; documenting all client calls regardless of nature of call

• Maintain high level of service excellence

• Establish working knowledge of the policies, procedures, and quality control to process and approve various types of contributions, indicative data updates, new enrollments, loan repayments and funding methods

• Complete special projects as assigned in accordance with communicated expectations Hancock Natural Resource Group, Boston, MA 02/18-12/20 Payroll Analyst

• Communicate directly with payroll contact at client regarding the reconciliation and processing of payrolls

• Ensure client is utilizing “best practices” for payroll processing

• Identify trends in payroll processing and address them with the client and Client Service Manager

• Respond to payroll related client inquiries, resolve service issues, and demonstrate proactive, solution-based approach to enhance client relations

• Analyze client requests versus NYLIM RPS policies and procedures

• Proactively manage account by setting appropriate expectations

• Responsible for the quality control and timely delivery of client work, including final review of all data updates, and plan sponsor and participant reporting

• Responsible for maintaining shared databases; documenting all client calls regardless of nature of call

• Maintain high level of service excellence

• Establish working knowledge of the policies, procedures, and quality control to process and approve various types of contributions, indicative data updates, new enrollments, loan repayments and funding methods

• Complete special projects as assigned in accordance with communicated expectations Boston Symphony Orchestra, Inc., Boston, MA 02/17-02/18 Payroll Specialist

• Process payroll runs: pre- and final registers, change reports, adjustments, manual checks, stop payments, direct deposit rejections, and third party file imports.

• Initiate special payroll runs for bonus and stock options.

• Ensure documentation is updated and complete to ensure the payroll process is in compliance at all times.

• Work with Payroll Manager to coordinate Federal, State, Work Comp and In-house audits.

• Update system with new deductions and earnings codes including taxability set up.

• Monitor employee deductions for accuracy.

• Work with Finance and Human Resource peers to build good working relationships and partner to get the work done.

• Ensure proper set up of employee tax records including expats, employees’ with VISAs and all other special situations.

• Verify that multi-jurisdictional withholdings reporting (state taxes) is correct.

• Run interfaces related to outside vendors (401K and other benefits).

• Respond to and track employee inquiries raised through internal HELP DESK system and the US Payroll Mailbox- provide timely and accurate information.

Union of Concerned Scientists, Inc., Cambridge, MA 07/10-02/17 Payroll/Benefits Administrator

• Audit and Regulatory Preparation

• Prepares audit paperwork and documentation as requested by the Finance Director for annual audit

• Assists in documenting all accounting procedures and maintaining the accounting policies and procedures manual

• Prepare new hire letters and benefits orientations for new hires

• Responsible for employee benefit tasks and online benefits enrollment and changes, preparation, distribution, and collection of annual performance evaluation forms and ratings

• Creates and maintains integrity of employee data master-file recording all hires, terminations, salary changes, status changes, deductions for benefits and other fringes, hours worked, sick time, and vacation time

• Maintain payroll, reconcile bank accounts, prepare working trial balance and adjust journal entries

• Contacts and communicates with employees regarding documentation and appropriate forms and records

• Prepare data for Form 5500

• Assist in preparation of grant budget proposals and foundation reports

• Process accounts payable and maintain vendor data

• Serves as liaison with external vendors and UCS staff to ensure accurate, efficient processing of invoices; works with staff as necessary to refine procedures, maintain and evaluate controls

• Organizing and scheduling the weekly check-run, including analyzing Aged Trial Balance, printing checks for signature, mailing checks and filing invoices and maintaining full records in accordance with established deadlines and organizational procedures

• Processes incoming mail and prepares deposits by remote scanner system

• Answer A/P related questions from staff, prepares 1099s and IRS filings; maintains vendor and consultant contract files

Sam Shoushtarian, Inc., Brookline, MA 11/09 – 05/10 Accounting Associate

• Maintain payroll, reconcile bank accounts, prepare working trial balance and adjust journal entries

• Prepare schedules of assets, liabilities, and related revenue and expense accounts

• Maintain property and equipment records, and calculate depreciation and amortization

• Review financial records such as prior tax return forms and income statements

• Call clients to obtain additional information on taxable income and deductible expenses and allowances

• Compute taxes owed, and complete entries on forms that follow tax form instructions and tax tables

• Preparation spreadsheet work, data entry, and bookkeeping; provide accounting and tax research University of Massachusetts-Boston, Boston, MA 9/08 – 12/09 Career Services Associate

• Provided students with career related materials; oversaw career center in absence of supervisor

• Data entry, copying, and answered telephone; greeted students and answered students’ questions

• Heavy contact with students, faculty and professional staff and disseminating information

• Scheduled appointments for Career Services Specialist Granite City Electric, Quincy, MA 6/09 – 8/09

Account Payable Internship

• Received and verified invoices and requisitions for goods and services

• Verified that transactions complied with financial policies and procedures

• Prepared batches of invoices for data entry; data enter invoices for payment

• Managed cycle check run, recorded checks and prepared them for mailing and listed in log book

• Maintained general ledger and updated vendor files and file numbers Abrams Little-Gill Loberfeld PC, Chestnut Hill, MA 1/09 – 4/09 Tax Preparer Internship

• Reviewed financial records such as prior tax return forms, income statements

• Called clients to obtain additional information on taxable income and deductible expenses and allowance

• Computed taxes owed, and completed entries on forms that followed tax form instructions and tax tables

• Preparation spreadsheet work, data entry, and bookkeeping; provided accounting and tax research Goshen Trading, Inc., Atlanta, GA 5/02 – 7/03

Shipping and Accounting Clerk

• Customer service (claims on orders, late shipments)

• Arrangement of import and export of goods and shipments

• Customer issues regarding bills and payments (refunds or claims, late payments)

• Updated Accounts Payable and Accounts Receivable, and ordered office supplies

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