Patrick Foy
Chesapeake,United States
Summary
Highly motivated employee with desire to take on new challenges. Strong worth ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
6
6
years of professional experience
Work History
Implementation Consultant
Commonwealth Payroll Inc.
Virginia Beach, United States
11.2021 - Current
- Incorporated Clients (both domestic and international) into Commonwealth Payroll's system with the inclusion of direct deposit, reoccurring earning and deduction codes, taxes, and accruals
- Ensured smooth operation of all auxiliary projects of the implementation process including human resources, general ledger, benefits, and partner integration as Project Manager
- Maintain regular communication with clients, ensuring quick resolution of any issues or concerns
- Successfully meet 99% of all suspense dates
- Assisted with troubleshooting data transfer and system integration issues
- Developed user documentation for system setup instructions and user manuals
- Monitored and reported financials in compliance with policies and regulations to protect clients from legal implications and fines
- Frequently research market trends and communicate the results of the research and analysis to the COO
- Prepared status reports for customers detailing the current state of their implementations
- Recommend process improvements to leadership, which would streamline Standard Operating Procedures and increase productivity
- Complete Federal and State registration Tax Accounts
- Coordinate business meetings for potential clients as well as conduct training for current clients
- Run and complete General Ledger reporting and tax reconciliation.
Implementation Consultant
Paylocity, Inc.
Schaumburg, IL
11.2020 - 11.2021
- As Project Manager, ensure that all other auxiliary projects of the implementation process operate smoothly, to include, but not limited to, human resources, general ledger, benefits and partner integration
- Achieved a significant increase of more than $800,000 in revenue during Quarters 1 to 3
- Demonstrated commitment by volunteering and actively participating in diverse groups like the veteran's group and toastmasters within the Organization
- Communicate frequently with clients to ensure that any issues or concerns are resolved as promptly as possible
- Utilize, and knowledgeable of, various programs such as Microsoft Suite (Excel, PowerPoint, Word and Access), Webpay, IRS system and Taskray.
Full Level Tax Specialist
ADP Inc.
Norfolk, VA
12.2019 - 11.2020
- Thoroughly examined financial spreadsheets and previous tax submissions for newly acquired clients, ensuring seamless integration of their information into internal systems and accurate reporting of taxes to prevent IRS audits, penalties, and interest costs
- Utilize policies and regulations to monitor and report financials in order to prevent legal implications and fines to our clients
- Responsible for tax filing of new clients for ADP (such as Amazon and Wells Fargo)
- Researched and resolved any discrepancies with tax filing in order to ensure proper tax filings with the IRS
- Coordinated with different departments such as Payroll, Client Services and Sales Department to ensure tax filings are timely
- Delivered timely completion of tax filings for a diverse portfolio of 30+ companies
- Attentively reviewed various reports (941s, customer filings, and payroll) ensuring error-free client submissions - reducing the risk of IRS audits or penalties
- Received recognition as one of the top producers for tax filings
- Proactively resolved issues and referred the issue to other departments, as needed, with a suspense date for response
- Analyzed financial documents to ensure accuracy of information reported on tax forms
- Researched and interpreted complex tax regulations to advise clients on the most advantageous methods of filing their taxes
- Displayed leadership skills by making recommendations to streamline processes
- Utilized E-start for client onboarding and successfully interfaced the collected data into TOPS accounting engine for efficient monitoring.
Expense Analyst
Medline Industries, Inc.
Northfield, IL
08.2018 - 09.2019
- Assisted in the analysis of contractual documents between Medline and major airlines (Delta, United, and American Airlines) to facilitate successful partnerships
- Conducted comprehensive analysis to evaluate the viability of renewing Medline's expiring contract with Hertz from fiscal, economic, and socioeconomic perspectives
- Established a strategic partnership with Chase Bank to guarantee compliance with international policies and procedures, safeguarding the legal standing of Medline employees during foreign travel
- Received Expense Reports from Concur System and audit the reports in accordance with the Sunshine Act
- Collected, assembled, and produced data to demonstrate that the Return on Investment would be significant
- Efficiently updated budget reports to detect and recover $500,000 wrongly allocated funds
- Communicated with various department managers to ensure that funds were allocated accurately
- Provided regulatory guidance and instructions to Division Presidents regarding the Purchase Card Program monthly
- Reported transfer-of-value (TOV) to upper management monthly
- Established the corporate credit card project from implementation to completion for the entire company consisting of 3500 employees
- Served as liaison with JP Morgan in the submission and processing of fraud claims
- Generated reports for the credit card program by utilizing basic formulas, pivot tables, and VLOOKUPs in Microsoft Excel
- Researched regulations and websites to find various ways to improve processes for the Credit Card Program and created Standard Operating Procedures (SOPs) that are currently being utilized
- Maintained accurate records of reimbursement requests and payments in accordance with established policies, Expense Reports (ERs), and Standard Operating Procedures (SOPs)
- Changed expense types for proper general ledger (GL) account postings and re-route expense reports if other policy stakeholders require approval
- Researched and developed compliant proposals in accordance with T&E Standard Operating Procedures and company regulations
- Classified vendors based on category codes using Simplified Acquisition Process
- Rectified expense report discrepancies by reducing the report size or reaching out to employees for payment corrections.
Education
Bachelor of Business Administration (BBA) in Business -
Robert Morris University
01.2016
Skills
- Microsoft Suite
- CMS
- SAP
- Management
- Configuration Management
- Implementation Management
- Data Migration
- Solution Design
- Resource Planning
- Business Analysis
- Customer Support
- Revenue Growth
- Client management
- Leadership
- Analytical
- Integrity
- Teamwork
- Resilience
Military Service
Army
Timeline
Implementation Consultant
Commonwealth Payroll Inc.
11.2021 - Current
Implementation Consultant
Paylocity, Inc.
11.2020 - 11.2021
Full Level Tax Specialist
ADP Inc.
12.2019 - 11.2020
Expense Analyst
Medline Industries, Inc.
08.2018 - 09.2019
Bachelor of Business Administration (BBA) in Business -
Robert Morris University
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