Summary
Overview
Work History
Education
Skills
Certification
References
Assessments
Timeline
Generic

Katelyn Merritt

Chicago,USA

Summary

Motivated professional seeking an opportunity in which my organizational skills and attention to detail can contribute to the efficient operation of the business and develop professional interpersonal relationships.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Payroll Specialist

Milestone Business Solutions
04.2023 - Current
  • Accurately process client payroll, ensuring compliance with all relevant laws, internal policies, and best practices
  • Run standardized and custom client reports as needed
  • Coordinate state tax account registrations as needed
  • Assist in research and resolution of tax notices
  • Oversee processing of payroll changes (e.g., new hires, terminations, raises, etc.) according to best practices
  • Maintain a working knowledge of all payroll-related systems utilized by clients (including 401K, benefit administration, HRIS, HSA platforms, etc.)
  • Create new standard operating procedure (SOP) documentation guidelines for internal training purposes
  • Follow all documented workflows related to processing and approvals and year-end tasks
  • Resolve employee issues and answer payroll-related questions

Senior Payroll Specialist

ASAP Accounting & Payroll Services
08.2016 - 04.2023
  • Maintain sensitive and privileged data of 1500+ employees
  • Ensure timely and accurate payroll processing and address payroll-related questions via phone and email
  • Daily ACH processing and funds reconciliation
  • Audit and validate completeness and accuracy of multi-state payroll data and make necessary corrections
  • Maintain compliance with federal, state, and local requirements
  • Contribute to the development and improvement of processes and procedures
  • Consult with clients to address pain points, and challenges, provide resources, and use feedback to improve customer experience

Payroll Specialist

Choice HR PEO
Tampa, FL
07.2012 - 07.2016
  • Verify calculation of wages, tax withholding, and payroll deductions for accuracy
  • Input and manage accurate and confidential payroll and employee records
  • Provide customer service and technical support for client and employee online portal

Volunteer Coordinator

The Spring of Tampa Bay
Tampa, FL
01.2011 - 12.2012
  • Respond to volunteer inquiries via phone and email
  • Organize and maintain database of volunteer profiles
  • Coordinate with volunteers for special projects and community events

Education

Bachelor of Arts and Sciences -

University of South Florida

Skills

  • Customer service
  • Document retention, record-keeping
  • Attention to detail
  • Problem solving
  • Written and oral communication skills
  • PrismHR, Rippling, iSolved
  • Gusto, ADPRun
  • Heartland Payroll, BambooHR
  • Paylocity, Quickbooks payroll
  • Microsoft Office
  • High volume
  • Garnishments and employment versification

Certification

  • Fundamentals of Payroll (FPC), American Payroll Association, 2014-2016
  • Certified Payroll Professional (CPP), American Payroll Association, 2020-2025

References

Available upon request.

Assessments

  • Attention to detail, Proficient, 01/01/23, Identifying differences in materials, following instructions, and detecting details among distracting information
  • Spreadsheets with Microsoft Excel, Expert, 01/01/23, Knowledge of various Microsoft Excel features, functions, and formulas

Timeline

Payroll Specialist

Milestone Business Solutions
04.2023 - Current

Senior Payroll Specialist

ASAP Accounting & Payroll Services
08.2016 - 04.2023

Payroll Specialist

Choice HR PEO
07.2012 - 07.2016

Volunteer Coordinator

The Spring of Tampa Bay
01.2011 - 12.2012

Bachelor of Arts and Sciences -

University of South Florida
Katelyn Merritt