Summary
Overview
Work History
Education
Skills
Timeline
Generic

Julie Valencia

Payroll Professional
Desert Hot Springs, California, United States,CA

Summary

Accomplished payroll professional holding 30 years of experience. A strong understanding of payroll procedures, tax regulations, benefits administration. Including leadership experience. Proficient in using multiple payroll software programs with a knack for quickly learning new systems. Highly organized, detail-oriented, efficient at working independently or in a team environment. An organized, dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

19
19
years of professional experience

Work History

Sr Payroll Analyst - Lead

Tebra Technologies, Inc.
11.2019 - 07.2023
  • Lead/Sole processor biweekly payroll in 43 states. Recommended and implemented process improvements to continually identify, analyze and resolve shortfalls to ensure accuracy.
  • Partnered in Workday/ADP implementation. Developed and implemented payroll procedures streamlining workflow. Worked to onboard additional headcount as a result of a company merger.
  • Successfully coordinated / administered Worker's Comp and 401k Audits. Worked closely with auditors ensuring accuracy and compliance.
  • Partnered with Accounting Manager to ensure general ledger accuracy. Maintained integrity of ledger accounts. Provided additional month end reporting. Collaborated with VP, Accounting to maintain payroll forecast.
  • Successfully automated expense reimbursement process. Partnered with Accounting on various NetSuite Integrations.
  • Processed expense reports. Assisted employees with travel.

Payroll Specialist - Lead

Tickets.com
11.2017 - 10.2019
  • Lead/Sole processor for multi state biweekly and semimonthly payroll for 600+ employees.
  • Partnered with HR in organizing onsite Open Enrollment event. Assisted with securing vendor attendance. Assisted in organizing other in office employee events.
  • Partnered with HR in audit of employee benefits.
  • Developed and implemented payroll procedures to streamline workflow to streamline payroll process.

Senior Payroll Accountant

South Coast Water District
03.2012 - 06.2017
  • Independently processed payroll for single state in house payroll of 100+ employees based in CA. Administered all biweekly payroll deposits timely. Processed quarterly and annual tax returns, including W2's.
  • Prepared monthly journal entries for general ledger and all time off accruals. Reconciled general account. Maintained department budget.
  • Reconciled / Resolved / Amended prior year tax discrepancy and eliminated approximately $20,000.00 in penalties and interest.
  • Implemented automated timekeeping system. Developed and administered training and reference guides for all employees.
  • Successfully saved approximately $6000.00 in monthly consulting fees by taking on additional system administration tasks and maintenance.

Human Resources /Payroll Supervisor

Plainfield Precision
03.2010 - 03.2012
  • Managed payroll for multiple companies on multiple pay cycles, weekly, biweekly and monthly for 600 employees in California and Illinois.
  • Streamlined HR efficiencies, on-boarding process and benefits. Maintained compliance issues for development of Irvine office as well has scheduled onsite trainings for employee benefits.
  • Assisted in system implementation project. Created documents for department policy and procedures.
  • Administered employee benefits programs and assisted with open enrollment. Including 401k Plan administrator.

Lead Payroll Analyst

Oakley
01.2008 - 03.2010
  • Lead Payroll Analyst for team of 5. Multi state biweekly payroll. Multiple FEIN's. Responsible for processing for 1000+ employees in addition to providing support and guidance to team.
  • Responsible for reviewing / approving all analysts (5) payrolls for accuracy. Coordinated with other analysts to ensure payroll was transmitted timely.
  • Reconciled and submitted biweekly 401k contributions. Coordinated and administered 401k audit. Worked directly with auditors ensuring plan accuracy and compliance.
  • Assisted in coordination and administration of system upgrade. Created documents for department policy and payroll procedures.
  • Successfully partnered with Payroll Manager and Accounting team to ensure SOX compliance audit was completed timely.

Lead Payroll Administrator

BNC Mortgage/Lehman Brothers
07.2004 - 10.2008
  • Lead Admin for team of 3. Multi state biweekly payroll. Responsible for processing for 1000+ employees for all California branch offices including corporate office. Audit total payroll for accuracy and timeliness.
  • Successfully coordinated system implementation project due to company merger. Created documents for department policy and procedures.
  • Offered payroll-related subject matter expertise to management and employees to resolve payroll discrepancies.
  • Partnered with Accounting to ensure timely posting of Payroll general Ledger.

Education

Associate of Arts - Accounting

Evergreen Valley College
San Jose, CA

Skills

  • Multi-State Payroll Processing / Multi-Frequency / Multi-FEIN / Federal, State & Local Tax Compliance / Payroll Reconciliation
  • Internal Controls / Company Policy Adherence / SOX Compliance / Implementation Project Management
  • Timekeeping / Time Off Reconciliations & Audits
  • Workers Compensation / 401k Audits / Benefits / HSA Contribution Management / 401k Contributions &
    Reconciliations
  • Reconciliation / Resolution of payroll errors and tax agency notices (current and prior year) / New State Tax
    Registrations
  • Accounting / General Ledger / Expense Reports / Journal Entry
  • Leadership / Collaborative Team Member
  • Proficiency in multiple Payroll Software's
  • Wage Garnishment Administration and Compliance
  • Leave of Absence Pay Calculation and Tracking
  • SOP creation of Payroll Policies and Procedures / Training and development
  • Analytical Skills / Reporting

Timeline

Sr Payroll Analyst - Lead

Tebra Technologies, Inc.
11.2019 - 07.2023

Payroll Specialist - Lead

Tickets.com
11.2017 - 10.2019

Senior Payroll Accountant

South Coast Water District
03.2012 - 06.2017

Human Resources /Payroll Supervisor

Plainfield Precision
03.2010 - 03.2012

Lead Payroll Analyst

Oakley
01.2008 - 03.2010

Lead Payroll Administrator

BNC Mortgage/Lehman Brothers
07.2004 - 10.2008

Associate of Arts - Accounting

Evergreen Valley College
Julie ValenciaPayroll Professional