HEATHER WEGMAN
ORANGEVALE,US
Summary
Highly analytical and detail-oriented Accounting and Payroll Manager with 20 years of experience overseeing full-cycle payroll and accounting functions. Expert in managing multi-state payroll for up to 50+ employees, ensuring timely and accurate processing and tax compliance. Successfully led the implementation of a new payroll system, which reduced processing time by 30% and enhanced reporting accuracy. Seeking to leverage proven leadership and technical skills to optimize financial operations for a growth-focused organization.
Overview
20
20
years of professional experience
Work History
Payroll & Tax Administrrator
SNCR CA INC
02.2021 - Current
- Process bi-weekly, separation, and off cycle, commission and bonus paychecks.
- Prepare and file monthly, quarterly, and year-end returns
- Assist with various payroll tax related audits and reconciliation.
- Research and update any payroll tax changes on federal, state, and local levels
- Create W2s, W4's and 1099's .
- Correspond with tax agencies as needed.
Accounts Payable Manager/Controller
SNCR California, Inc.
02.2019 - 02.2021
- Managed end-to-end accounts payable and receivable processes to ensure timely transactions.
- Developed and maintained relationships with vendors to enhance payment terms and resolve discrepancies.
- Streamlined invoice processing procedures, reducing turnaround time for approvals and payments.
- Conducted regular audits of financial records to ensure compliance with company policies and regulations.
- Maintained organized filing system for financial records, enabling easy access during audits or other review processes.
- Coordinated with vendors to negotiate more favorable payment terms, resulting in cost savings for the company.
- Maintained records by imaging invoices, debits, and credits.
- Assisted in annual budget preparation by providing timely and accurate account balance information to the finance department.
- Oversaw tax preparation and filing, ensuring compliance with regulations.
- Maintained up-to-date records of accounts payable and receivable, ensuring all financial transactions were accurately recorded.
- Reconciled bank statements monthly, identifying and resolving discrepancies promptly and Record deposits.
- Developed monthly, quarterly and annual profit and loss statements and balance sheets.
Branch Manager
Southwestern Pacific & Trust
01.2013 - 02.2021
- Responsible for compliance with company/State policy and procedure including Federal regulation where applicable.
- Responsible for daily check/cash bank deposits, over/short reports, daily store reports and other financial reporting.
- Collaborated with senior management to create strategic plans for future branch growth and expansion.
- Developed strong relationships with clients, resulting in increased loyalty and repeat business.
- Managed daily branch operations for optimal productivity and customer satisfaction.
- Coordinated marketing efforts to promote branch services and community engagement.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
- Examined customer loan applications for loan approvals and denials.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
- Conducted regular financial reviews and audits, identifying and resolving discrepancies promptly.
- Created financial dashboards to provide insights into key performance indicators.
Education
AA - Finance
Shasta College
Redding, CA05-1995
Diploma -
Pioneer High School
Redding, CA06-1992
Skills
- Process accurate and timely bi-weekly payroll for all employees
- Review and approve expense reimbursements
- Performance appraisal
- Payroll auditing
- Quarterly and Year-end procedures
- Maintaining employee records
- Garnishment processing
- Manage employee onboarding, including payroll setup and benefit enrollments (401k, health benefits, etc)
- Track, file, and manage workers’ compensation claims and reporting
- Administer 401(k) contributions, reporting, and compliance requirements
- Assist with accounts payable and accounts receivable functions as needed
- Support accounting team with month-end close activities, reconciliations, and journal entries
- Provide reporting and support to management regarding payroll, benefits, and accounting activities
- Assist with audits and special projects as assigned
- Prepare and file Payroll tax returns, quarterly and annually
- Expense reimbursements
- Performance appraisal
Timeline
Payroll & Tax Administrrator
SNCR CA INC
02.2021 - Current
Accounts Payable Manager/Controller
SNCR California, Inc.
02.2019 - 02.2021
Branch Manager
Southwestern Pacific & Trust
01.2013 - 02.2021
AA - Finance
Shasta College
Diploma -
Pioneer High School
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