Netsuite
Richard Felix
Phoenix,Arizona
Summary
Accomplished Payroll Administrator and GL Accountant with expertise in multi-state payroll management, tax compliance, and HR support. Successfully oversees complex payroll operations, ensuring accuracy and adherence to regulatory requirements across diverse business entities. Proficient in leveraging Microsoft Excel and Word to streamline processes and enhance operational efficiency. Bilingual in English and Spanish, with a proven track record of building strong relationships and implementing effective payroll procedures.
Overview
4
4
years of professional experience
Work History
Payroll Administrator - GL Accountant
Cardone Ventures
11.2022 - 05.2024
- Created a $2 million semi-monthly payroll for over 400+ distributed employees, ensuring transmission, accurate data entry, and effective distribution - never missing a deadline
- Administered 2 other payrolls (10X Health & Gundlach's Service), processing paychecks on a semi-monthly and weekly basis for other business entities under management (FL & CA)
- Strengthened the general ledger team by working closely with accountants to close out month end tasks timely
- Facilitated the seamless transition of invoices from Invoiced.com to Netsuite, leveraging meticulous attention to detail and proficiency in data migration processes to ensure accurate and efficient financial operations.
- Implemented comprehensive coaching sessions and developed tailored payroll procedures for five employees spanning three states (AZ, FL, CA), ensuring their proficient execution of payroll tasks with precision and efficiency.
- Ensured Department of Homeland Security (DHS) compliance by meticulously re-verifying I-9 documentation for over 200 employees ahead of state-mandated deadlines.
- Multi-company and multi-state/province/jurisdiction environment (CA, NY, FL, AZ, WA)
- Conducted regular audits in collaboration with HR to meticulously verify the accuracy of bonuses, promotional salary adjustments, and incentive pay calculations, ensuring current and precise financial data integrity.
- Assessed reports for omission and discrepancies, resulting in a 95% reduction in payroll errors yearly
- Manage new hire prorations, retro pay, bonuses, benefit incentives, terminations and severances
- Developed and established over 20 new standardized operating procedures, enhancing organizational efficiency and ensuring consistent workflow across diverse operational areas.
- Managed the calculation of employee fiduciary responsibilities, specifically in relation to 401K plans.
- Handled payroll quarterly and year-end processing, including the preparation of payroll tax forms such as 940, 941, and 941X. Conducted reconciliation of tax deposits for the IRS, resolving any payroll discrepancies efficiently.
- Oversaw FMLA administration, leave of absence requests, and both exempt and non-exempt PTO allocations.
Payroll Implementation Specialist
ADP, Inc.
10.2021 - 06.2022
- Guided 10+ ongoing customers for payroll setup, training, and troubleshooting system issues, resolving one-off situations timely
- Facilitated 5-10 meetings a week to evaluate new customers, project timelines and competing payroll priorities
- Directed 20+ virtual Webex trainings for new clients to ensure full comprehension of ADP system to upkeep employee maintenance, new hire/termination processes, manual check process, and data requirements for creating pay data batches; close hand-held process for a minimum of 3 pay cycles
- Validated payroll data from existing systems moving to proprietary internal software
- E.g., quarter/year to date reports, employee rosters, IRS documents, all to ensure proper deductions, payroll tax setups, legal/regulatory updates and client-defined calculations
- Moderated with 50+ team members on over 10 priorities and on 10 different timelines to deliver custom data and solutions
- Executed 30+ payrolls per week with various payroll cycles, e.g., weekly, biweekly, semimonthly and monthly.
Business Client Services and Case Manager
CIT Bank
03.2020 - 09.2021
- Informed 50-100 inquires daily and researched and revised 15+ records of specific client service issues at a time.
Education
Bachelors in Business Administration - Emphasis in Marketing
Northern Arizona University
Phoenix, Arizona05.2019
Skills
- Microsoft Excel and Word
- Multi-State Payroll
- Payroll Auditing
- HR Support
- Accounting GL Support
- Tax Compliance
- Relationship Building
- Bilingual (English/Spanish)
Work Preference
Work Type
Full TimeInternshipPart TimeContract WorkWork Location
HybridRemoteOn-SiteImportant To Me
Career advancementPersonal development programsPaid time offWork from home optionHealthcare benefitsQuote
Paying attention to simple little things that most men neglect makes a few men rich.
Henry Ford
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Software
Adobe
PrisimHR
Languages
English
Bilingual or Proficient (C2)
Spanish
Advanced (C1)
Interests
Photography
Traveling
Scuba Diving
Pilot Flying
Piano
Clay Sculpting
Cooking
Timeline
Payroll Administrator - GL Accountant
Cardone Ventures
11.2022 - 05.2024
Payroll Implementation Specialist
ADP, Inc.
10.2021 - 06.2022
Business Client Services and Case Manager
CIT Bank
03.2020 - 09.2021
Bachelors in Business Administration - Emphasis in Marketing
Northern Arizona University