Kristie Atchison
Ashland,OH
Summary
Experienced payroll manager and office administrator skilled in tax compliance and utilizing QuickBooks and Microsoft Excel for improved efficiency. Exceptional organizational skills and commitment to confidentiality ensure seamless year-end reporting process.
Overview
31
31
years of professional experience
1
1
Certification
Work History
Payroll/Bookkeeper
Baumgard Rose & Associates
, MN
06.2022 - Current
- Maintained employee records and updated information in the payroll system.
- Reconciled discrepancies between payroll systems and general ledger accounts.
- Assisted with the preparation of quarterly tax returns for all states where company had employees.
- Performed year-end activities such as W2s and 1099s processing.
- Resolved complex payroll issues including garnishments, retroactive payments.
- Ensured compliance with federal, state and local regulations pertaining to wages and taxes.
- Calculated bonuses, commissions, sick leave accrual balances, retirement contributions and other special payments as needed.
- Prepared journal entries to record changes in payroll related accounts on a monthly basis.
- Maintained confidential files containing personnel information such as salaries, benefits enrollments.
- Prepared and maintained accurate records and reports of payroll transactions.
- Maintained accurate records of financial transactions and organized ledgers.
- Processed accounts receivable and payable and handled bank reconciliations.
- Prepared financial reports, such as balance sheets, income statements, and statement of cash flows.
- Provided customer service regarding billing inquiries.
- Generated monthly financial statements for internal use.
- Recorded journal entries into the accounting system software program.
- Performed month-end closing activities including preparation of accruals and adjusting entries as needed.
- Managed fixed assets inventory systems ensuring accuracy of asset information.
- Ensured compliance with federal, state and local tax laws concerning payment of taxes.
- Assisted external auditors during annual audits by providing requested documents in timely manner.
- Maintained confidentiality of sensitive financial information at all times.
- Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
- Performed bank reconciliations to ensure accuracy of financial records.
- Managed daily financial transactions including accounts payable and receivable, and general ledger entries.
Payroll Specialist
Mankato Clinic-Mankato
, MN
08.2020 - 06.2022
- Process biweekly payroll for 782 employees, make appropriate tax deposits and child support payments
- Submit ACH files for direct deposit and 401K wire for each payroll
- Also process any annual bonus payrolls that are approved
- Process sign on bonus and referral bonus check payrolls when needed
- Review and approve all employee changes such as pay rate and direct deposit changes, calculate all Retro pay amounts to be added to payroll
- Process terminations in system and process final check if necessary
- Reconcile quarter and annual returns with appropriate Fed and State agencies
- Process quarterly APP Bonus payroll for 100 employees, back up to process Monthly provider payroll and make all necessary deposits
- Complete all verification of employment requests
- Review ovide monthly reporting
- Review and add in any new deductions such as 401K changes and Loan deductions
- Complete any payroll report requests for Workers Comp claims, providing wage breakdowns as requested
- Work with Profit Sharing audit reviewing and updating annual report for CPA firm, providing any information that is needed
- Complete Dept of Labor monthly employee count reports online
- Track all PTO donation requests to make sure no balances are negatively impacted
- Review and complete a Low Need and Overtime report each payroll to provide to managers, also review and update productivity report for managers each payroll
- Some light bookkeeping entering GL entries into SAGE for each payroll that is processed
Payroll Specialist
Taylor Corporation-North Mankato
, MN
10.2019 - 07.2020
- Assist processing biweekly payroll for 14000 employees in every state, familiar with Canadian payroll also, auditing reports to insure accuracy of pretax health deductions, work and resident locations are accurate for appropriate taxes, verify local taxes when applicable
- Process new state registrations for withholding and unemployment and report unclaimed property to each state
- Audit and process garnishments sending out payments and reporting online when required
- Enter any adjustments needed into payroll and upload commission, bonus files
- Audit daily social security and employee move reports to insure all tax and payroll records populate correctly
- Research and create SOP documents related to process and state tax changes.
Bank Teller
CORNERSTONE STATE BANK-Le Sueur
, MN
04.2019 - 10.2019
- Maintained confidentiality of bank records, transactions and customer information.
- Provided exceptional customer service to customers by answering inquiries, resolving complaints and processing transactions in a timely manner.
- Assisted customers with ordering checks, and setting up online banking services.
- Processed customer deposits and withdrawals accurately, balancing cash drawer daily.
- Verified customer signatures on documents and ensured accuracy of all paperwork before submitting for approval.
- Identified suspicious activity on account holders' accounts and reported any discrepancies to the supervisor immediately.
- Performed cash handling duties including counting currency, coins and checks.
- Balanced teller drawers regularly throughout the day according to established procedures.
- Educated customers about different types of banking services available at the branch.
- Handled large sums of money with accuracy while maintaining appropriate levels of security.
- Reconciled daily sales sheets with actual physical money received from customers or deposited into ATM machines.
- Provided assistance to other tellers during peak business hours as needed.
- Researched customer inquires regarding their accounts using internal banking systems.
- Participated in weekly training sessions to stay abreast of changes in banking regulations.
- Followed strict compliance guidelines when completing financial transactions for customers.
- Resolved customer disputes promptly in accordance with bank policies and procedures.
- Cashed customer checks, verified identification and checked account balances in accordance with bank policy.
- Welcomed customers and offered pleasant service during entire transaction.
- Reconciled cash and checks against computer records at end of shift.
- Entered transactions into computer and issued customer receipts.
- Adhered to strict guidelines regarding financial and customer data to avoid breaches and information misuse.
Medical Receptionist
Belle Plaine Eyecare Center-Belle Plaine
, MN
03.2019 - 04.2019
- Answer phones
- Schedule appts
- Process billing, do bank deposit.
- Greeted visitors and provided them with assistance.
- Scheduled appointments for clients, customers, and other visitors.
- Maintained a neat reception area by organizing materials and tidying up furniture.
- Performed data entry tasks into various computer systems accurately and promptly.
- Assisted in maintaining office supplies inventory by checking stock to determine inventory level; anticipating needed supplies; placing orders for supplies; verifying receipt of supplies.
- Managed all incoming mail distribution, courier services, faxes, and photocopying documents as requested.
- Processed customer payments using cash registers or point-of-sale terminals according to company policies and procedures.
- Ensured that all necessary forms were completed accurately prior to submitting them for processing.
Payroll Specialist
Spherion Staffing
, MN
01.2019 - 02.2019
- Reconcile and file quarterly and annual payroll tax returns and W2s for MN and IA
- Made Federal and State tax deposits
- File paperwork
- Enter bank and credit card transactions reconciling accounts using Quickbooks, Accounting CS and Excel
Administrative Assistant
Ringgold County Hospital RINGGOLD COUNTY HOSPITAL-Mount Ayr
, IA
06.2017 - 12.2018
- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality of records.
- Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
- Processed invoices for payment using accounting software applications.
- Entered data into spreadsheets using Microsoft Excel or other similar programs.
- Updated contact lists regularly when changes occur in employee status or contact information.
- Handled confidential documents in an organized fashion according to established protocol.
- Developed and implemented filing systems, both digital and physical, improving document organization and retrieval efficiency.
- Organized files, developed spreadsheets, faxed reports and scanned documents, maintaining front desk and reception area in neat and organized fashion.
- Assisted with the planning of special events by arranging catering services, securing venues and ordering promotional materials.
- Take meeting minutes at the monthly QI and Nursing meeting.
- Submit CNO payroll to appropriate department on biweekly basis
- Create and post the ER schedule monthly
- Credential all providers at the Hospital obtaining and housing all required License and Insurance documents in Access database.
- Generate monthly reports to track any items, such as license or DEA license up for renewal to make sure updated items are received timely
- Log and track all Incident reports generating monthly reports for Safety meeting
- Create and report OSHA safety report on an annual basis reporting employee injury to the appropriate and State agencies
Cashier
Casey's General Store-Mount Ayr
, IA
06.2017 - 12.2018
- Greeted customers and answered any questions they had about the store's products and services.
- Verified that customers were of legal age to purchase alcohol or tobacco products.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Counted money in cash drawer at the beginning of shift to ensure that amounts were correct and have sufficient change.
- Issued receipts, refunds, credits or change due to customers.
- Stocked shelves with merchandise when needed.
- Assisted customers over the phone regarding store operations, product information and order placement.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Conducted price checks for special orders or discounts as requested by customers.
- Ensured compliance with all safety regulations within the store environment.
- Provided excellent customer service while promoting loyalty programs to increase sales potential.
- Organized promotional displays or arrange merchandise on counters or tables to promote sales.
- Adhered to loss prevention policies such as monitoring suspicious activity in order to prevent shoplifting.
- Followed company security procedures for handling large sums of money.
- Performed other duties as assigned by management.
- Operated cash register or POS system to receive payment by cash, check and credit card.
- Collected payments and provided accurate change.
- Accepted cash and credit card payments, issued receipts and provided change.
Accounting Services Specialist
Eide Bailly-Reno
, NV
02.2015 - 05.2017
- Bookkeeper completing basic accounting functions. Entered bank and credit card transactions into different accounting software platforms, such as QuickBooks, QuickBooks Online, Creative Solutions, and Encore Payroll.
- Yardi Property Management and Engagement reconcile bank, credit card, and stock investment accounts. Enter basic.
- Create monthly, quarterly, and annual financial statements using different software programs.
- Completed accounts payable and receivable functions.
- Processed payroll and made tax deposits and quarterly tax filings on multi-state payrolls using QuickBooks, Encore Payroll, and ADP.
- Filed personal property tax returns and monthly sales tax returns.
- Calculate and create CAM (Common Area Maintenance) statements, issuing statements of balance due with details on annual costs.
- Assisted several offices remotely when escalated issues arose to provide exceptional customer service.
- Audit payroll records using QuickBooks, Encore Payroll, and ADP Payroll.
- Maintained accurate records of financial transactions and organized ledgers.
- Verified accuracy of invoices and other accounting documents or records.
- Processed accounts receivable and payable and handled bank reconciliations.
- Prepared financial reports, such as balance sheets, income statements, and statement of cash flows.
- Reconciled account balances with general ledger entries on a regular basis.
- Recorded journal entries into the accounting system software program.
- Performed month-end closing activities including preparation of accruals and adjusting entries as needed.
- Calculated payroll checks based on hours worked, taxes, insurance premiums.
- Processed employee expense reimbursements according to company policies.
- Managed fixed assets inventory systems ensuring accuracy of asset information.
- Maintained confidentiality of sensitive financial information at all times.
- Maintained accurate and up-to-date records of company transactions and financial documents.
- Performed bank reconciliations to ensure accuracy of financial records.
- Managed daily financial transactions including accounts payable and receivable, and general ledger entries.
- Ensured confidentiality and security of financial records.
- Handled inquiries and resolved discrepancies in accounts in a timely manner.
- Utilized accounting software to record, store, and analyze financial data.
- Supported month-end and year-end close process.
- Prepared and submitted sales tax returns and other regulatory filings.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
- Produced reliable reports by checking financial statements for accuracy.
IT Training Specialist
Plumas District Hospital-Quincy
, CA
05.2014 - 02.2015
- Assisted in developing training plans for new hires and existing employees.
- Identified areas for improvement within existing training programs and provided recommendations for change.
- Maintained user accounts in Active Directory and Exchange Server environments.
- Provided technical support to users via telephone or remote access.
- Assisted with the deployment of new applications and updates to existing applications.
- Set up user profiles on local machines according to established standards.
- Tracked service requests through a ticketing system such as Remedy or Service Now.
- Provided training sessions for end users on how to use various software programs.
Head Bookkeeper/Customer Service Manager
Safeway-Quincy
, CA
03.2012 - 05.2014
- Supervised the work of other bookkeepers in the department.
- Assisted with bagging groceries and offering carry-out service to customers as needed.
- Adhered to company policies and procedures regarding loss prevention and security.
- Monitored cash flow to ensure adequate funding is available for business operations needs.
- Trained staff members on proper use of accounting software programs.
- Oversaw daily banking activities including deposits, transfers, withdrawals.
- Received and recorded cash, checks and transfers.
- Prepared bank deposits by verifying and balancing receipts and sending cash and checks to banks.
- Assisted customers in locating items, answered questions about product features and prices.
- Stocked shelves with merchandise and rotated products to ensure freshness.
- Operated cash register efficiently and accurately during checkout process.
- Provided excellent customer service by greeting customers, responding to inquiries, and resolving complaints in a professional manner.
- Unloaded trucks of incoming merchandise onto sales floor safely and efficiently.
- Verified that all incoming shipments were accurate according to purchase orders.
- Maintained cleanliness standards throughout the store including mopping floors, washing windows, dusting shelves, and cleaning restrooms.
- Adhered to safety policies while operating equipment such as hand truck or pallet jack.
- Ensured that all displays were properly merchandised with correct signage, pricing information, promotional materials.
- Handled returns promptly and professionally while adhering to company policies.
- Processed special orders from customers in an expedient manner.
- Used cash register to accept cash or charge card for processing customer selections and purchases.
- Cleaned shelves and restocked with new inventory when products stock ran low.
- Contributed to front-end team success, assisting manager and co-workers with diverse daily tasks.
- Identified and quickly handled spill clean-up.
- Conducted regular safety meetings for staff to ensure compliance with safety regulations.
- Evaluated workplace environment and equipment to identify potential hazards.
- Investigated incidents of injury or illness to determine root cause and corrective action plans.
- Monitored employee performance to ensure safe working practices are followed.
- Inspected facilities regularly for compliance with OSHA standards.
- Maintained records of inspection findings, hazard assessments, and corrective actions taken.
- Created reports on health and safety metrics such as accident rates, lost time days.
- Ensured compliance with all applicable federal, state, local laws and regulations related to occupational health and safety.
QA Supervisor/Team Lead/Payroll Processor/Head Bookkeeper/Customer Service Representative
Intuit
, NV
05.1994 - 02.2012
- Answer phones in a call center environment.
- Assist Payroll Customers in processing and correcting payroll, if needed.
- Researched and resolved customer issues, ensuring 1st call resolution. Researched daily payroll audits and contacted payroll customers to resolve any issues that were discovered. Contacted new payroll customers provided by sales reps to confirm payroll setup.
- Provide sales support when needed, traveling to potential customer offices when necessary.
- Provide training to Payroll customers, traveling to offices when needed.
- Research and balance payroll reports from prior providers, such as ADP and Paychex, to ensure accuracy and provide corrections and amendments to returns when necessary.
- Create training materials and facilitate training classes on new processes and programs.
- Review and approve other team member materials to ensure accuracy. Resolve all escalated customer issues.
- Assist supervisor with other team member reviews based on interactions and approvals.
- Assist supervisor with recruiting and interviewing new team members.
- Create and review department policies and job descriptions.
- Provide administrative support to Manager, including phone calls, scheduling, travel arrangements, and creating memos. Create a new Team from the ground up. Identify and write up QA procedures, identifying how many team members and roles are needed.
- Create Standard Operating Procedures to document processes.
- Track metrics of each employee and report at the weekly management meeting.
- Facilitate weekly one-on-one meetings with each team member to discuss metrics, celebrate success, and discuss opportunities.
- Write and review disciplinary actions when necessary, including termination when necessary.
- Create and file Federal and State payroll tax returns.
- Research and resolve federal and state tax notices related to small business payroll.
- Researched and updated KB Articles on payroll tax laws for Federal and State, ensuring all information was current and up to date for 100% accurate payroll and tax filings.
Education
Business Management -
03/1986
03.1986
Skills
- Medical Billing
- Payment Collection
- HIPAA Compliance
- Referral Verification
- Insurance Verification
- Appointment Scheduling
- Front Desk Operations
- Records Maintenance
- Stocking shelves
- Scanner operation
- Loss prevention strategies
- Cash handling expertise
- Workplace Safety
- Payment Processing
- Customer Engagement
- Store Cleaning
- Product facing
- Transaction Processing
- Client Confidentiality
- De-Escalation Techniques
- Account Management
- Account Updates
- Professional telephone demeanor
- Work Prioritization
- Medical terminology knowledge
- Time management abilities
- Organizational Skills
- Client assessment
- Problem-solving abilities
- Retail store support
- Call Center Operations
- Multitasking Abilities
- Adaptability
- Attention to Detail
- Medical Billing
- Payment Collection
- HIPAA Compliance
- Referral Verification
- Insurance Verification
- Appointment Scheduling
- Front Desk Operations
- Records Maintenance
- Stocking shelves
- Scanner operation
- Loss prevention strategies
- Cash handling expertise
- Workplace Safety
- Payment Processing
- Customer Engagement
- Store Cleaning
- Product facing
- Transaction Processing
- Client Confidentiality
- De-Escalation Techniques
- Account Management
- Account Updates
- Professional telephone demeanor
- Work Prioritization
- Medical terminology knowledge
- Time management abilities
- Organizational Skills
- Client assessment
- Problem-solving abilities
- Retail store support
- Call Center Operations
- Multitasking Abilities
- Adaptability
- Attention to Detail
Certification
Business Management Watterson College March 1986
Certified Payroll Professional from 2002 to 2008
Timeline
Payroll/Bookkeeper
Baumgard Rose & Associates
06.2022 - Current
Payroll Specialist
Mankato Clinic-Mankato
08.2020 - 06.2022
Payroll Specialist
Taylor Corporation-North Mankato
10.2019 - 07.2020
Bank Teller
CORNERSTONE STATE BANK-Le Sueur
04.2019 - 10.2019
Medical Receptionist
Belle Plaine Eyecare Center-Belle Plaine
03.2019 - 04.2019
Payroll Specialist
Spherion Staffing
01.2019 - 02.2019
Administrative Assistant
Ringgold County Hospital RINGGOLD COUNTY HOSPITAL-Mount Ayr
06.2017 - 12.2018
Cashier
Casey's General Store-Mount Ayr
06.2017 - 12.2018
Accounting Services Specialist
Eide Bailly-Reno
02.2015 - 05.2017
IT Training Specialist
Plumas District Hospital-Quincy
05.2014 - 02.2015
Head Bookkeeper/Customer Service Manager
Safeway-Quincy
03.2012 - 05.2014
QA Supervisor/Team Lead/Payroll Processor/Head Bookkeeper/Customer Service Representative
Intuit
05.1994 - 02.2012
Business Management Watterson College March 1986
Certified Payroll Professional from 2002 to 2008
Business Management -
03/1986
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