Customer Service & Administrative Operations Manager
Resume:
JAN S. TAYLOR
***********@*******.*** • 832-***-**** • Fresno, TX, USA SUMMARY
Quality-focused professional with cross-functional competencies in all accounting, purchasing, HR services/payroll processing, and financial analysis phases. Solid interpersonal skills with the ability to contribute as a team player and interface with professionals on all levels. Responds to operational and financial challenges with confidence, determination, and focus. EXPERIENCE
University of Texas/UTHealth Houston, Administrative Manager May 2024 - Jan 2026
Managed the day-to-day business/financial processes, trends, past performance, and forecasts future financials. Managed HR activities for department staff regarding recruiting/selection, hiring and termination, training, professional development, mentoring, counseling, performance evaluations, and salary plans. Managed faculty/staff files and weekly time reports, vacations, sick leaves, and time and effort reports. Approved all department/division expenditures. Reviewed/obtained necessary approvals for all personnel action forms regarding appointments, promotions, separations, salary actions, fund source changes, and other personnel actions. Ensured actions are processed accurately and promptly in the HR/FMS. Provided reports on the budget status as requested. Provided a comparison between actual/budget. Coordinated travel, purchasing, payroll, timekeeping, contracts, and grants. Accountable for the acquisition of documents needed to monitor adherence to grant or program requirements. Monitored fund sources to verify accuracy against budgetary restrictions. Provided approval of purchase requisitions based on established signature authority guidelines. Managed the daily activities of the department/program through administrative staff. Created/edited various communication materials for the department/program, including printed materials, website content, and department newsletters. Identifies/solves problems independently. Served as a liaison for the department to provide and ensure a smooth, efficient, and appropriate flow of information. Reviewed current processes to determine effectiveness/efficiencies. Responded to questions on departmental policies and procedures. Assisted in the preparation of the annual budget. Evaluated/implemented annual budgets to include all funding sources. Served as a high-level administrative liaison with others within/outside assigned areas regarding business and financial issues on purchasing, personnel, facilities, and operations. University of Texas/UTHealth Houston, SR Administrative Coordinator May 2022 - May 2024
Coordinated day-to-day business and financial processes. Processed requisitions for various purchases and services via Coupa. Provided approval of purchase requisitions based on established signature authority guidelines. Verified accuracy of all personnel and payroll transactions to conform to university policies and procedures and ensures actions are prepared and processed promptly. Regularly handled confidential information and sensitive issues. Reviewed personnel action forms regarding appointments, promotions, separations, salary increases, and fund source changes. Ensured the necessary approvals are secured. Coordinated and scheduled Human Resources activities, including recruiting and selection for classified staff. Monitor open encumbrances. Monitored expenditures and provide a report on the budget status as requested. Monitored travel, purchasing, payroll, timekeeping, contracts, and grants. Monitored fund sources to verify accuracy against budgetary restrictions. Took necessary steps to comply with regulations. Coordinated with others regarding purchasing, personnel, facilities, and operations. Coordinated and served as the person of contact for new and amended contracts. Attended weekly Coupa Training: Procurement to Pay, Travel, and Expense. University of Texas/M D Anderson Cancer Center, SR Administrative Assistant Sep 2019 - May 2022
Created requisitions to purchase various supplies for the department. Created requisitions to ensure funding on open purchase orders. Prepared EAJs when needed. Maintained MMS department contracts. Maintained and reconciled ProCard charges for the department. Reviewed packing slips to ensure items were received and reported any discrepancies. Served as Institutional/ Department presenter for Service Excellence. Coordinated with the MMS Accounting team to resolve invoice issues. Manage calendars, schedule meetings and coordinate travel arrangements for the leadership team. Provided administrative, logistical and operational support to the Executive Director, Associate Directors, Managers, and Supervisors. Served as Liaison to HR for related questions and concerns. Coordinated all aspects of division-wide Human Resource-related activities in accordance with institutional and departmental regulations/procedures, including recruitment, onboarding, ePAF approvals, and divisional new employee payroll/Kronos orientation. Conducted departmental orientation for new employees. Coordinated training for employee development within the department and institution. Served as budget tracker liaison for MMS Finance Manager. Responsible for coordinating department events. Coordinated efforts to ensure all Supply Chain Management policies and procedures were followed. Assisted with obtaining supplier quotes for the MMS management team. Reconcile department credit card monthly. University of Texas/M D Anderson Cancer Center, Personnel Assistant Sep 2014 - Sep 2019
JAN S. TAYLOR - page 2 of 3
Provided administrative, logistical and operational support to the Executive Director, Associate Directors, Managers, and Supervisors. Served as Liaison to HR for related questions or concerns. Created requisitions for various products and services for the department. Prepared EAJs when needed. Reviewed packing slips to ensure items are received and report any discrepancies. Coordinated with the MMS Accounting team to reconcile and resolve invoice issues. Maintained MMS Website. Served as budget tracker liaison for MMS Finance Manager. Responsible for coordinating department events. Maintained and reconciled department credit card monthly.
University of Texas/M D Anderson Cancer Center, Accounting Specialist Jul 2011 - Sep 2014
Performed timely and accurate expense and income tracking through monthly reconciliations. Coordinated activities with the Receiving department to ensure proper count of received products. Coordinated activities with Accounts Payable to ensure timely payment of valid invoices. Reviewed Invoice Not Received (INR) report and Received Not Invoiced (RNI) report to assess action needed to pay and/or clear all valid invoices or purchase orders. Worked with various departments to resolve invoice and receiving exceptions. Maintains records and reports in compliance with hospital standards and accrediting agencies. Interacts with all levels of personnel within the department and the institution to resolve problems, errors or questions regarding accounting reconciliation items. Assist in the development of policies and procedures. Quarterly rotation of the month-end process and coordinate with general accounting. Assist with tracking expenses for monthly budget reconciliation. Assist with the receiving of goods, working with the MMS receiving team.
CU People, Inc., Payroll Specialist
Jun 2008 - Mar 2011
Processed weekly, bi-weekly, semi-monthly, and monthly payrolls in Great Plains. Entered all employee changes in the payroll system. Maintained records of client/employee payroll and employment history. Entered and updated deduction changes for client benefit renewals. Exported client payroll files submitted for each pay period. Submitted 941 payroll taxes, 401K, and garnishments electronically. Generated payroll reports as requested internally or from the client. Provided expert knowledge for payroll and Legiant system(s). Assisted with new client setup of codes for payroll, taxes, & general ledger. Fostered and maintained productive relationships with clients. Provided reports necessary to file quarterly taxes (including 941, Suta & Futa). Provided communication to Texas Workforce Commission as needed. Accountemps, Payroll Analyst
Aug 2007 - Jun 2008
Compiled and posted employee time and payroll data. Computed employee’s time worked, production and commission. Computed and posted wages and deductions into general ledger. Prepared and balanced period-end reports. Compiled statistical reports, statements and summaries accounts. Balanced and processed tax payments electronically. Prepared month end accruals. Reconciled general ledger for various accounts. Addison Ventures, Payroll Clerk
Dec 2006 - Apr 2007
Responsible for processing & distributing payroll for 1000+ employees using Ultipro. Calculated and entered all garnishments & child support orders. Reviewed wages computed and corrected errors to ensure accuracy. Compiled 401k spreadsheet monthly for 3rd party administrator. Prepared out-of-cycle checks as needed. Prepared month-end accruals. Reconciled general ledger for various accounts.
On the Books, Payroll Analyst/Office Coordinator
Jun 2005 - Nov 2006
Developed employee handbook. Conducted onsite training for employees & managers. Processed semi-monthly payroll basis. Prepared real estate leases and contracts. Daily bank deposits. Compiled financial statements. Review tax documents prepared by outside accountant for accuracy. Analyze gross to net calculations for accuracy including tax. Entered time and other pay data into payroll system. Calculated and entered all garnishments & child support orders. Compute and post wages and deductions. Process manual payments and adjustments as needed. HR services provided including job posting and interviewing. Maintained company database.
ProSource Management Solutions, Payroll Supervisor Mar 2003 - May 2005
Supervised staff of three direct report. Set up and maintained new client information. Verified employee status. Cash management on daily basis. Generate Ach files for direct deposits and client payments. Review of payroll data for accuracy. Month end report reconciliation.
U S Personnel, Inc, Payroll Specialist
Aug 1999 - Feb 2003
Processed payroll for various pay frequencies. Setup and maintained new client information. Verified employee status. Cash management. Setup and maintained garnishment. Assisted with special projects in Accounting. Provided HR services to clients as needed. Maintained employee records and provide monthly reports to clients. JAN S. TAYLOR - page 3 of 3
EDUCATION
James Madison High School, Houston, TX
Sam Houston State University, Huntsville, TX
University of Houston, Downtown Houston, TX
SKILLS
Strong Leadership • Inventory Management • Purchasing and Acquisition • Accounts Payable and Receivable • Payroll Services • Human Resources • Process Improvement • Problem Resolution and Decision Making • Interpersonal Relations and Collaborations • Customer Service
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