Colleen M. Lovell-Daisy

• Contributed in the empowerment of single to multi-FEINs across the United States and parts of the World, to use isolved software confidently and ensure the best experience possible.

• Engaged remotely within a high-performing team of 6, our Corporate Office based out of North Carolina and our team members throughout Iowa, Nevada, North Carolina, and Columbia

• Held an ongoing expansion of knowledge and skill sets through training courses provided in isolved University, Cybersecurity education, as well as organizational and departmental meetings.

• Organized documents by sorting and creating client files, planning, and prioritizing multiple tasks, for an estimated 40 clients simultaneously, additionally any related child accounts to be created separately and tied to the parent.

• Documented project communication, actions, decisions, and outcomes to ensure seamless knowledge transfer and future reference.

•Assisted the Sales Team by answering questions, guiding through confusion, and training in getting the correct data in the related field on continuously evolving forms.

• Aided Sales Associates with clientele by calmly clarifying and emphasizing the accuracy of the information requested when necessary.

• Cross examined Sales Orders to the Agreement (contract of sale) for precise FEIN verification, child account numbers (if any), the correct legal company name, signature and date.

• Verified the revenue and products included in the sale were carried over correctly on the Sales Order and using an Excel template to tie out the total and then file to the related client folder.

• Initiated and managed projects based on the sales order, client agreement, and sales data, including new business, repeat clients, and upselling opportunities.

• Distributed project new tasks, upgrades and additions for new and existing clients to the respective teams for completion.

• Established and supported interpersonal relationships both socially and professionally across the organization for support, consultation, and viewpoints.

(Absolved by isolved HCM)

• Worked remotely for a small organization consisting of a team of exceptional individuals.
• Processed payroll transactions with accuracy and diligence.
• Maintained clients from single to multiple FEINs consisting of locations across the United States.
• Trained and guided new and existing clients on frequently evolving software.
• Scheduled, maintained, and attended meetings in Ring Central, 8X8, and Teams for education, progress, and clarity.
• Compared, created, and explained payroll related reports.
• Confirmed accuracy and timeliness with a puzzled client by discussing concerns vocally and not extending confusion that can be caused by email.
• Collaborated with coworkers to achieve project goals.
• Maintained up-to-date knowledge of payroll regulations and compliance standards.
• Gathered, organized and input information into digital databases.

(Absolved by isolved HCM)

• Developed strong relationships with clients, creating trust and confidence in the implementation process by providing assistance and support throughout.
• Managed multiple implementation projects concurrently, up to 40+ depending on the demand, maintaining strict deadlines without compromising quality or timeliness.
• Implementation including single to Multi FEINs, some consisting of hundreds employees across the United States.
• Daily use of Excel to import, collect, and code information.
• Established clear project milestones, ensuring progress and transparent communication.
• Kept a strict timeline, making sure clients go live in isolved at the expected time
• Resolved implementation complications by creating a responsive communication plan keeping all participants involved.
• Scheduled, maintained, and attended meetings via Outlook, Zoom, and Skype.
• Provided extensive training sessions for end-users, reviewing all options from hiring or terming an employee, updating deductions such as benefits and garnishments, adding pay options and updated wages, to finalizing a payroll run and pulling reports.
• My goal is to give the client confidence to use the program alone and comfortable to reach out for help if need be.

• Processed payroll and updated employee demographics with the use of ADP payroll software.
• Created, programmed, and upgraded security access badges for all employees, management, corporate officials, and visitors.
• Processed Bi-Weekly and weekly payroll for three pay groups containing 400+ employees.
• Tracking, adjusted, and payed commission wages by use of Excel on a weekly basis.
• Tracked, reported, corrected, and updated union compensation.
• Assisted Human Resources scheduling, prepping, and managing events.
• Conducted an hour of new-hire orientation weekly, focused on the completion of all necessary payroll information, union information if needed, tax forms, and badge assignment based on job description.
• Reviewed and configured sales tax on credit purchases by Executive Staff, assisting the Finance Department.