Courtney Cottman

· Spearheaded strategic initiatives to enhance payroll tax and compliance process, resulting in 30% reduction in quarter and year-end processing hours and improved efficiency.

· Developed and implemented effective control procedures to ensure compliance with payroll reporting and withholding.

· Enhanced the means of correcting possible non-compliance by handling system improvements as new business requirements arise.

· Collaborated closely with leadership to align payroll compliance initiatives with firm-wide priorities and strategic goals.

· Designed comprehensive training materials to elevate the team's skill sets.

· Created and implemented a team SharePoint site, including automated checklists, process instructions, and task approval workflows utilizing Power Automate.

· Founder and lead of Black/African American engagement group within Finance, championing diversity, equity, and inclusion initiatives to foster a more inclusive workplace culture.

· Actively contributed to Transformative Guiding Coalition and DEI Collaborative firm committees, sharing firm principles, implementing key DEI initiatives, and driving organizational change.

· Directed employment data initiatives to ensure compliance during mergers and acquisitions, contributing to successful integration processes.

· Led the employment data aspect of mergers and acquisitions, performing due diligence on potential companies to assess their compatibility and profitability with our business.

· Facilitated data integration and streamlined processes to enhance organizational efficiency and drive strategic growth.

· Key stakeholder for employment data during mergers and acquisitions, performing due diligence on potential companies to assess their compatibility and profitability with our business.

· Engaged with key stakeholders from target companies to facilitate the integration of historical employment into our systems.

· Oversaw and managed the accuracy and timeliness of $39M weekly and $45M quarterly tax filing and remittance for 10 active payroll entities.

· Promoted effectiveness, efficiency, and precision in payroll tax by planning and executing process improvements.

· Managed and mentored a team of 4 tax specialists with an emphasis on increasing levels of effectiveness and engagement.

· Monitored legislative and regulatory tax law developments and created strategies to capitalize on changes to taxation legislation.

· Assisted in the management and leadership of a team of 4.

· Identified risk areas and potential non-compliance to manage resolution and bring back to full compliance.

· Managed weekly payroll controls and audits leading to a 92% reduction in incorrect employee withholding records and a 94% reduction in incorrect taxes to worksite locations within a 5-year span.

· Promoted effectiveness, efficiency, and precision to payroll tax by planning and executing process improvements.

· Conducted extensive examination, research, and completion of federal, state withholding, state unemployment, territory and local tax assessments, liens, penalty, and interest notices which led to the abatement of 88% of the total tax judgments.