Jessica Davis
Dunlay,TX
Summary
Seasoned accounting and payroll professional with 25+ years of experience, including 5 years specializing in PEO environments. Expertise in payroll management, client services, HR compliance, and detailed financial reporting. Proficient in AP/AR, general ledger oversight, and cost accounting. Strong analytical abilities, clear communication, and adaptability in fast-paced work environments.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Director of Client Services, Implementation, Onboarding & Quality Assurance
Integrity HRM, Covenant Services, PEO.Gov
03.2020 - 11.2024
- Provided training and ongoing technical support to all departments
- API set-up between PrismHR and other systems
- Oversaw the process of Certified Payrolls and the upload to LCPtracker
- Resolved all department errors, issues, and configuration problems
- Managed and oversaw the day to day operations of PrismHR
- Managed and led the implementation and onboarding process for multiple clients, ensuring a seamless transition from contract execution to full operational integration
- Weekly meetings with a new clients to ensure a smooth integration process
- ASO tax set-up and oversaw all historical data entry
- Conducted quality checks and all new client set-up and first payroll
- Engaged in continuous communication with new and existing clients to ensure their expectations were met and exceeded
- Successfully closed several sales, in the instances where the sales team handoff was incomplete
- Negotiated all vendor contracts and cultivated strong, ongoing vendor relationships to ensure favorable terms and reliable service
- Led client meetings to develop customized General Ledger (GL) reporting solutions tailored to their specific needs
HR Generalist / Payroll Manager
Sunline Energy Services
02.2013 - 03.2020
- Processed weekly payroll for over 150 employees, including Owner Operators
- Managed day-to-day benefits administration, developed and conducted benefits orientation and training
- Created and maintained accurate job descriptions for various roles
- Oversaw all payroll functions, provided daily support to employees on payroll-related inquiries, and performed manual calculations of weekly loads
- Analyzed and responded to unemployment claims, including representation at hearings
- Administered disability and workers' compensation claims with accuracy and confidentiality
- Assisted in daily accounting functions and served as Event Coordinator for internal company events
Accountant
Protection Development Inc. / PDI Rail
San Antonio, USA
06.2010 - 02.2013
- Oversaw Payroll, HR, AP/AR, Collections, and Budgeting functions across multiple companies
- Managed all financial operations, including filing quarterly and annual multi-state taxes and processing bi-weekly multi-state payroll
- Coordinated and administered the annual benefits renewal process, ensuring compliance with health care reform guidelines, and communicated benefits programs including medical, dental, 401(k), life, and disability insurance
- Performed monthly analytical reviews of balance sheets and income statements for accuracy
- Conducted asset management, including bank reconciliation, cash management, monthly depreciation runs, and entry/disposal of assets in the fixed assets sub-ledger
- Prepared monthly financial statements, including balance sheets, income statements, and cash flow reports
- Monitored project budgets to ensure compliance and financial accountability
- Conducted weekly collections outreach, managed client payment plans, and facilitated timely payments
Education
High School -
Garland, TX01.1997
Richland College - some college
Richland College
Richardson, TXSkills
- Payroll Management Systems
- Prism HR Expertise
- ADP Run
- ADP Workforce
- Gusto
- Applicant Tracking Systems (ATS)
- Learning Management Systems (LMS)
- LCPtracker
- Performance Management Software
- E-Verify
- Proficient in Microsoft Office
- Adobe Photoshop
- Accounting
- MAS90
- Great Plains Dynamics
- QuickBooks
- PeachTree
- TimeSlips
- Project Execution
- Collaborative Document Solutions
- TCP
- Epay
- TimeCo
- Nova Time
- Swipe Clock
- Nettime Solutions
- StarSource
- AnyDay
- ZayZoon
- Tailored Reporting
- Data analysis
- Data management
- PEO Expertise
- Compliance
- Multi-Client Coordination
Certification
Human Resource Generalist Certification, SHRM
Phone
cell, (210)728-1480
Timeline
Director of Client Services, Implementation, Onboarding & Quality Assurance
Integrity HRM, Covenant Services, PEO.Gov
03.2020 - 11.2024
HR Generalist / Payroll Manager
Sunline Energy Services
02.2013 - 03.2020
Accountant
Protection Development Inc. / PDI Rail
06.2010 - 02.2013
High School -
Richland College - some college
Richland College
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