Lori Herbert

• Developed new Payroll Tax Department from the ground up. Wrote job descriptions, recruited, hired and trained staff, and created SOPs.
• Performed audits of Workday and ADP Smart Compliance company, state, federal, local and employee level setup. Corrected issues in setup. Filed amended returns and W-2Cs as necessary.
• Implemented payroll reconciliation tools, separation of duties, and filing calendar to ensure timely and accurate completion of tasks.
• Evaluated and enhanced workflow to implement best practices, reduce costs and increase staff motivation and satisfaction.
• Reviewed costs of current service agreements and found $500,000 in annual savings by renegotiating and bringing services back in-house.
• Integrated technology to increase efficiency and real-time accountability of operational tasks.
• Instituted a testing and training program for all payroll personnel.
• Measured and reviewed performance via KPIs and metrics.
• Prepared and filed accurate and timely payroll tax returns and other related reports to comply with tax laws and regulations.
• Created financial dashboards to provide insights into key performance indicators.

• Oversaw payroll processing to comply with tax laws and court-ordered wage assignments and garnishments.
• Prepared end-of-period payroll tax returns.
• Responded to state and federal tax notices by preparing written responses or tax return amendments.
• Updated and reconciled retirement, tax and health care accounts.
• Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
• Created journal entry schedules to improve efficiency, support, and documentation of accounting processes.
• Collected and arranged financial information and entered details into SAP financial management system.
• Maintained fixed asset records and depreciation schedules to establish accurate calculations.
• Leveraged finance knowledge to strengthen controls and improve transparency.
• Participated in internal and external audit processes to establish accurate financial records and comply with Generally Accepted Accounting Principles and regulatory requirements.
• Prepared and filed tax returns to summarize transactions of calendar year and comply with laws and regulations.
• Compiled general ledger entries on short schedule with 100% accuracy.
• Found tax solutions to complicated tax issues or errors from incorrect tax filings.
• Researched technical tax issues to define tax effect or impact of certain tax positions.
• Prepared working papers, reports and supporting documentation for audit findings.
• Used accounting software to issue tax returns and prepare consolidated reports.

• Full service payroll management for companies with 10 – 1,000 employees using QuickBooks Pro Online
• Full service accounting and/or bookkeeping services for small and mid-sized businesses utilizing QuickBooks Pro
• Setup and implementation of new company chart of accounts
• Consulting services for payroll setup and implementation
• Developed policies, procedures, and compensation data
• Prepared and submitted payroll taxes and reports to regulatory agencies.

• Managed payroll, payroll tax and time and attendance systems for healthcare staffing company
• Managed all accounting processes, AP, AR, GL, Balance Sheet, Financial Statements, Investments, Sales & Use Tax, Inventory
• Managed full cycle HR – recruiting, on-boarding, training, performance, retention, off-boarding