Amy Newhard
Mesa,AZ
Summary
Hardworking Senior Accountant with over 20+ years of experience in Accounting, Billing & Payroll. Looking for a challenging role in a fast-paced environment with the ability to problem solve, learn and grow with a new team.
Overview
24
24
years of professional experience
Work History
Payroll & Billing Manager
Delta Mechanical Inc.
Mesa, AZ
06.2023 - Current
- Calculated and processed payroll for over 200 employees in 7 states on a weekly basis.
- Verified accuracy of employee hours worked, pay rate changes, deductions, bonuses, and other payroll data.
- Reconciled monthly payroll accounts to ensure accurate payments to employees.
- Maintained detailed records of all wage calculations and deductions.
- Prepared reports related to wages, taxes, garnishments, 401K contributions and benefits packages.
- Developed processes for streamlining the workflow associated with payroll operations.
- Created training materials for new staff members on how to process payroll transactions accurately.
- Performed quality checks on final payrolls prior to their transmission or distribution.
- Calculated and applied wage garnishments and child support deductions
- Worked with HR staff to accurately track and update paid time off.
Senior Accountant
Delta Mechanical Inc.
Mesa, AZ
03.2023 - 06.2023
- Performed general ledger account reconciliations and generated updated financial documents for all of our entities in 8 states.
- Managed and prepared journal entries and reconciliations to support monthly general ledger closing activities.
- Analyzed files and accounts for discrepancies and resolved variances.
- Coordinated timely dissemination of internal and external financial statements, assisted with quarterly audits and annual budgets.
- Performed weekly payroll for over 200+ employees through Paylocity
- Handled all PTO questions or issues and assisted in a PTO reconciliation for the company
- Setup all internal and external garnishments received
- Monthly Worker's Compensation calculation and submittal
- Reconciliation for monthly PEX cards, due to our company bankruptcy
- Converted all purchase requisitions from our Fleet Department into our accounting software Sage
- Fully versed in Service Titan
Compliance Manager
QuoteMedia Inc.
Fountain Hills, AZ
03.2018 - 03.2023
- Evaluate clients data entitlements to determine potential risks and monitor our procedures to adhere to the stock exchange guidelines
- Review billing and reporting processes to check for any gaps in our current system
- Complete internal and external audits according to established guidelines with the stock exchanges
- Check all users who sign up for real time data, to ensure they are not brokers in FINRA, CSA and the FCA databases
- Report our monthly users and usage to each of the US, Canadian and International stock exchanges
- Process and maintain all new professional contracts
- Create detailed documents of our procedures for the stock exchanges, to ensure we are doing our due diligence as a publicly trade company
- Handle all price change increases on our website and those of our partner sites semi annually
- Cross train others in the office to ensure proper measures are in place
- Act as the liaison between our account managers, clients and the stock exchanges to seek the necessary approvals for them before going live
Senior Accountant
QuoteMedia Inc.
Fountain Hills, AZ
04.2000 - 03.2023
- Reconcile all bank accounts and credit card transactions on a daily basis for multiple entities in the US and CANADA
- Evaluate and process expense reports for accuracy and adherence to company policies
- Post financial data in Excel spreadsheets, justify revenue changes, create monthly journal entries
- Assist with monthly reconciliations
- Routinely contact account holders with balances over 30 days past due to resolve delinquencies
- Create monthly invoices and usage reports for clients
- Deal with customer service calls and emails regarding new accounts from our website, perform entitlement and billing changes as needed
- Process credit card payments, refunds and chargeback disputes
- Assess accuracy, completeness and integrity of corporate financial statements
- Collaborate with CFO to help with quarterly and annual closes
- Analyze monthly vendor invoices from stock exchanges to ensure accuracy from monthly reporting numbers
Education
Bachelor of Science - Accounting
University Of Phoenix
Mesa, AZAssociate of Science - General Business
Mesa Community College
Mesa, AZSkills
- Strong Written and Verbal Communication
- Detail Oriented and Organized Multi Tasker
- Skilled in Microsoft Office and QuickBooks
- Positive Team Player and Easy To Get Along With
- Learn and retain new tasks quickly
- Highly Motivated and Great Leadership Skills
Timeline
Payroll & Billing Manager
Delta Mechanical Inc.
06.2023 - Current
Senior Accountant
Delta Mechanical Inc.
03.2023 - 06.2023
Compliance Manager
QuoteMedia Inc.
03.2018 - 03.2023
Senior Accountant
QuoteMedia Inc.
04.2000 - 03.2023
Bachelor of Science - Accounting
University Of Phoenix
Associate of Science - General Business
Mesa Community College
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