Experienced Auditor focused on improving business compliance, workflow and processes through detailed audits and optimization recommendations. Successful track record of fully evaluating information, structures and procedures and initiating corrective actions.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Payroll Auditor
State Compensation Insurance Fund
08.2019 - Current
Conducted comprehensive audits for accurate financial reporting and compliance with regulations.
Verify business operations of insured and update policy information if needed to have the most accurate and current information such as additional operations in the business, business locations, ownership, and classification.
Validate job duties and payroll to make sure they are charged the correct amount of premium for the policy period.
Verify employee earnings records such as state quarterly wages, employer’s quarterly federal tax return, payroll journals, general ledger, check register and profit &loss.
Able to effectively communicate with policy holders who may have disagreements with the results of an audit
Capable of managing audit inventory.
Have knowledge to serve as a resource to the broker community, as well as agents.
Well-rounded to explain subcontractor information to why contractors state license number, business license, PUC license and certificates of insurance is needed for exclusion.
Implemented best practices for maintaining confidentiality of sensitive employee information throughout the audit process.
Assisted employees in resolving payroll-related questions or issues promptly and professionally.
Enhanced payroll accuracy by conducting thorough audits and identifying discrepancies.
Conducted internal audits to verify proper documentation for employee overtime hours worked.
Analyzed data and findings to prepare reports detailing financial information.
Interviewed business owners to understand needs and explain audit scope.
Provided journal entries and performed accounting on accrual basis.
Premium Audit Technician
State Compensation Insurance Fund
11.2017 - 08.2019
Provide systems development and other advisory and assessment services to help assure that both the processes and the resulting systems have adequate controls.
Supported external auditors during annual reviews, providing necessary documentation for efficient completion of their tasks.
Managed multiple simultaneous audits while adhering to strict deadlines for accurate financial reporting purposes.
Participate in department and unit planning sessions and attend trainings and seminars to enhance professional knowledge and skills.
Able to handle multiple priorities, both independently & as a team member.
Able to effectively manage audit inventory assignment and sort.
Have knowledge to serve as a resource to the broker community, regional office and external customers on underwriting and auditing issues.
Increased client satisfaction through timely communication regarding audit progress and results.
Student Asst. for Small Commercial Underwriting
State Compensation Insurance Fund/UEI
11.2017 - 09.2018
Process renewal changes such as payroll exposure update and update to contact information on policies of $25,000 or less in premium.
Return phone calls between brokers and policy holders regarding confidential information such as payroll, changes in policy’s, contact information, and sensitive company financial information.
Manage and organize the “Underwriting Policies Changes and Disputes” Outlook mailbox and forward emails received to the appropriate department for processing.
Manage time effectively to make decisions and meet deadlines by prioritizing projects from most to least important.
Manage databases with information such as contact information, payroll, and companies’ registries.
Process work received through various channels (phone, fax, email, regular mail) within established time frames as outlined in the Small Commercial Servicing Unit policies and procedures.
Student Assistant Front Desk
California State University Los Angeles, Police Station
09.2017 - 11.2017
Answer campus emergency calls and transfer it to dispatch when the call involved police assistance
Write and revise detailed police reports of campus incidents to be uploaded to a national database
Conduct receptionist duties such as answering general information inquiries, receiving and recording complaints, and organizing files
Trained in processing Livescans and transferring the information to the Department of Justice and Federal Bureau of Investigation.
Education
BS. Business Administration -
California State University
Los Angeles, CA
08.2019
Skills
Have knowledge of Microsoft Office Suite: Word, Excel, Outlook, PowerPoint, Microsoft Outlook, and Pages
Well informed with Macintosh and Window
Bilingual – English and Spanish
Organized, detail-oriented, excellent time
Team player and passion for learning and helping others
Payroll Systems
Customer service orientation
Internal Controls
Certification
VITA/ TCE Advance Certification, 02/20
Leadership And Community Involvement
Youth LA at CSU Los Angeles, Summer Volunteer at Youth LA at CSU Los Angeles Front Desk, 06/12, 08/12, Prepare attendance reports, correspondence, and other documentation for the Department Director., Create, maintain, and enter data into various Youth LA’s databases using Excel, and other Microsoft programs., Perform various office support functions for faculty and students such as copies, updating documents, scheduling.
C5 Los Angeles NPO Ambassador First Generation Student Program, Student Organizer at C5 Los Angeles NPO Ambassador First Generation Student Program, 06/14, current, Participated in organizing C5LA, a program focused on informing under-represented youth about the importance of higher education., Coordinated 36 student campus tours to nearby universities to improve interest.
Highlights Of Experience
Service Small Commercial underwriting by updating renewals, revising STR updates, endorsements, cancellations and changes of pic notes.
Provide quality servicing by processing requests from customers in a timely and efficient manner while making sure that all procedures are followed.
Work in a fast-paced environment using multiple sources and instructions to determine accurate information to the policy holder for workers compensation insurance policies.
Have regular and predictable attendance
Languages
Spanish
Native or Bilingual
Timeline
Payroll Auditor
State Compensation Insurance Fund
08.2019 - Current
Premium Audit Technician
State Compensation Insurance Fund
11.2017 - 08.2019
Student Asst. for Small Commercial Underwriting
State Compensation Insurance Fund/UEI
11.2017 - 09.2018
Student Assistant Front Desk
California State University Los Angeles, Police Station
09.2017 - 11.2017
BS. Business Administration -
California State University
VITA/ TCE Advance Certification, 02/20
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