Experienced Accounting & HR Manager
Resume:
Bachelor's Degree:
Business
Administration/Management
New Mexico Highlands
University
Las Vegas, NM
GPA: Magna Cum Laude
Associate Of Applied Science
Degree:
Accounting
Central New Mexico Community
College
Albuquerque, NM
Accounting Certificate:
Central New Mexico Community
College
Albuquerque, NM
Master's Degree:
Business Administration/Human
Resource Management
Northcentral University
Scottsdale, AZ
*************@*****.***
Albuquerque, NM 87106
Skills
• Accounting & Auditing Expertise
Coordination & Development
Competency
•
• Conflict Resolution Capabilities
• Strategic Planning Skills
• Financial Budgeting
• Funds Management
Policies & Procedures
Proficiencies
•
• Supportive Leadership
• Team Expertise
• Human Resource
• Payroll Experience
• Administration
• Organizing Abilities
• Outstanding Customer Service
• Professional Qualifications
Education And Training
Motivated accountant proficient in ms office and accounting software. Bringing several years of hands-on experience managing payroll functions and maintaining accounts payables. Independent and self-motivated team player possessing outstanding mathematics and analytical abilities. Intelligent Accountant with strong GAAP knowledge and data analysis expertise. Commended for successfully directing accounting team and maintaining timely operations in challenging environments. Results-oriented leader possessing first-rate process management skills to complete tasks within budget and on time.
Natl Technology & Engineering Solns Of Sandia - Financial Policy & Compliance Accountant
Albuquerque, NM
04/2023 - Current
First Choice Community Healthcare Inc. - Assistant Controller Albuquerque, NM
07/2021 - 04/2023
Rachael L. Johnson
Summary
Experience
Analyze systems, processes, and records to determine whether design is achieving stated objective
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• Determine risks in procedures and develop controls to mitigate risks
• Compile financial statements for qualified retirement plans Compile data for preparation of Forms 5500 and review completed forms for filing
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Prepare cost estimates for retirement plan contributions and administrative expenses
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Confirm the transfer and posting of 401(k) contributions to the participant accounts
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Confirm data on retirement plan participants from internal payroll and HR systems for posting of 401(k) plan contributions to participant accounts and for pension actuarial valuations
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• Analyze data and calculate financial impacts of operational activities Administer corporate liability insurance including placement of new policies, annual renewals, and submission of claims to adjusters
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Handle insurance cost projections (premiums and claims/deductibles) for budget projections
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Communicate reports and information in writing or in presentations to various levels of leadership, external oversight or auditors, or individual plan participants
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Compiles and analyze financial data to ensure accuracy and timeliness of financial information.
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• Monitors the financial close process and preparation of financial reports. Analysis monthly Profit & Loss Statements, Balance Sheets and Statement of Cash flow for compliance with General Accepted Accounting Principles
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First Choice Community Healthcare Inc. - Accountant III-Team Lead Albuquerque, NM
04/2019 - 06/2021
(GAAP) and company policies.
• Coordinates the implementation of financial and internal control procedures. Analyzes revenues and expenditures for county, state, and federal reporting purposes.
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Monitors and reviews financial and related system information for accuracy and completeness.
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Analyzes appropriate date to understand and disclose to management revenue and expenditure flows.
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Implements policies and procedures to ensure compliance with GAAP, regulatory agencies, and company policies.
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Explains accounting policies, procedures and other information to staff, vendors and clients.
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• Resolves Finance Department's workflow issues.
• Monitors FCCH's contracts and grants.
Recommends, develops and implements financial databases, computer software systems and filing systems to enhance the Finance Department.
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• Takes responsibility for all financial functions.
• Interacts with internal and external auditors in completing audits. Maintains awareness of the changing national health care environment and the impact on the Company.
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Participates in professional development activities and maintains professional affiliations.
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• Maintains strictest of confidentiality.
Compile and analyze financial data to ensure accuracy and timeliness of financial information
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Monitor the financial close process and preparation of financial reports. Coordinate the activities of accounting team members toward this end and give guidance where needed.
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Analyze monthly Profit & Loss Statements, Balance Sheets and Statements of Cash flow for compliance with General Accepted Accounting Principles
(GAAP) and company policies
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Coordinate the implementation of and improvement of financial and internal controls procedures with finance department management team
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Analyze revenues and expenditures for county, state, and federal reporting purposes
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Implement policies and procedures to ensure compliance with GAAP, regulatory agencies, grant requirements, and company policies
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Create and analyze budgets for completeness and accuracy, including variance analysis and review
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Explain accounting policies, procedures and other information to finance department staff, vendors, clients and other stakeholders
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Provide guidance to finance staff with regard to Finance Department workflow. Provide training with regard to accounting processes and procedures
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• Monitor FCCH's contracts and grants
• Interact with internal and external auditors in completing audits Maintain awareness of the changing national health care environment and the impact on the company
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Participate in professional development activities and maintain professional affiliations
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First Choice Community Healthcare Inc. - Accountant II Albuquerque, NM
04/2018 - 03/2019
First Choice Community Healthcare Inc. - Accounting Technician II-Payroll Albuquerque, NM
09/2012 - 07/2017
• Maintain strictest of confidentiality
• Approved invoices for payment
• Assisted in performing, monitoring and reviewing all accounting functions Assisted in ensuring accurate, timely and appropriate controls over: a) Accounts receivable-Responsible for Pharmacy AR Transactions b) Fixed Assets-Reviews Fixed Assets Regularly c) General ledger-Prepares Monthly EOM/EOY Journal Entries d) Payroll-Assists with Review and Accuracy of Payroll Transactions e) Money management-Prepare and Enter Monthly & Yearly Budgets
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Interacted with internal and external personnel regarding accounting functions
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Assisted in managing internal and external personnel regarding accounting functions
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• Assisted in research, methodology and implementation of company budgets Assisted with the training, mentoring and coaching of fellow departmental personnel
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Completed professional development activities and maintains professional affiliations
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• Was responsible and accountable for all accounting functions
• Maintained strict confidentiality
Monitored, maintained & processed payroll for 400 plus employees at 15 sites biweekly with a budget of 800,000-1 mil every pay period
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Reconciled, validated and confirmed payroll reports prior to the transmission to the processing company
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Served as the first line point of contact and liaison for processing company, management and employees
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Managed complexed computerized time tracking software uploaded & transferred payroll to processing company
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Researched & reviewed payroll for accuracy and capitalized on any time or payroll discrepancies
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Resolved and managed employees and management's issues and concerns regarding payroll
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Processed mileage reimbursements, educational expenses, uniform stipends, worker's comp fees, levies and garnishments, reset employee passwords, set up new hires and out-processed employees in the payroll system
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Generated all payroll reports & prepared all journal entries and four column reconciliations related to payroll, completed bi-weekly, monthly, quarterly & annually reporting for compliance, worked closely with and assisted the Human Resources Dept.
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Analyzed, tested, enhanced and maintained both time tracking and payroll systems
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Built outstanding rapport with Human Resources & IT staff, management, employees and Paychex representatives
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Trained new/current employees on payroll system and created user friendly guides for future use
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• Crossed Trained Co-Workers and Managers on Payroll Procedures and New Mexico Taxation & Revenue Dept. - Tax Examiner Albuquerque, NM
04/2009 - 03/2013
Albuquerque Public Schools - Grant Technician
Albuquerque, NM
09/2009 - 03/2012
Isshin Ryu Karate Inc. - Accounting Consultant/Trainer Albuquerque, NM
06/2003 - 08/2011
United South Broadway Corporation - Fiscal Manager Processing
• Mastered the Payroll Software Applications
• Gained Great Confidentiality and Detail Orientation Abilities Conducted thorough research to ensure taxpayers were compliant with State's Laws & Regulations
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Contacted taxpayers (Business Owners & Personal) who were delinquent on reports, filings and/or payment and assisted them to come in compliance.
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Provided strategic planning assistance & cost-effective methodologies for taxpayers
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• Processed installment payment plans for delinquent taxpayers
• Organized and prepared manual tax payments for processing
• Increased Telecommunication and customer services skills Researched, reviewed and evaluated grant guidelines for compliance and provided technical assistance to schools and program units that were awarded federal, state, local and/or private grants.
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Managed grants for over 75 public schools (budget setup, expenditures, transfers, etc.)
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• Prepared and Managed Financial Budgets for Grants
• Established Procurement guidelines
Increased Communication with principals, secretaries & teachers regarding grant funds & guidelines.
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Conducted a need analysis & organization evaluation to address problems and issues
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Set up QuickBooks accounting system and Human Resource Department and trained staff
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• Prepared monthly payroll, quarterly 941s, 1099s, and W-2s. Prepared Employee Personnel Files to include I-9, W-4, Tax Forms, Personnel Policies and Procedures
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• Established a physical filing system for maintaining books and personnel files Provided strategic planning to benefit the overall accounting and human resource departments
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Managed Accounting and Human Resource Departments and performed all financial budgets, performed cost effective analysis and feasibility factors
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• Reviewed programs & activities to validate grant guidelines
• Created and prepared all budget forms for grantees and proposals
• Set up, evaluated and established all accounting policies and procedures I was recommended to organization by funding source and external auditor from United South Broadway (past employer) for exemplary grant execution, budget management and outstanding organization skills
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Albuquerque, NM
08/2000 - 04/2009
Full management of programs, grants, budgets, accounting, administration, human resources and fiscal services
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Management (Manager when both executive & associate directors were out of the office)
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Abided by procurement regulations, managed inventory & supplies and administered all office contracts (equipment, computer, contractual services, etc.)
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• Managed over ten million-dollar budgets (private and public funds) Managed and set up all employee personnel files to include payroll information, I-9, W-4 and tax forms to ensure to abide by human resource laws and grantor's policies and procedures
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• Managed and provided full payroll for 50 plus employees bi-weekly
• Responsible for all employee In/Out Boarding Processes
• Set up all employee medical/dental/vision and retirement plans Provided employee trainings and presentations on human resources, payroll
& benefits
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• Coordinated youth and employee projects and programs
• Researched, analyzed, developed and produced policies and procedures Conducted research and resolved past interest and penalties issues from the IRS for filing all tax deposits and forms on time for several years
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Worked closely with internal & external auditors to ensure accounting accuracy
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• Executed, managed and established programs for employees and clients
• Resolved issues with vendors, grantees and employees on a regular basis
• Created all recommended budget forms for grantees in Excel Key Proficiencies
• Accounting & Auditing Expertise
• Coordination & Development Competency
• Conflict Resolution Capabilities & Strategic Planning Skills
• Financial Budgeting & Funds Management
• Policies & Procedures Proficiencies
• Supportive Leadership & Team Expertise
• Human Resource & Payroll Experience
• Administration & Organizing Abilities
• Outstanding Customer Service & Professional Qualifications
Contact this candidate