Accounting manager with expertise in financial analysis, budgeting, and compliance. Managed payroll systems and improved internal workflow efficiencies. Delivered accurate reporting to support operational and financial decision-making.
Overview
1
1
Certification
24
24
years of professional experience
Work History
Accounting Manager/Payroll/HR
East Side Church of Christ
Austin, TX
04.2022 - Current
Ensured timely payroll processing for church employees and volunteers.
Managed monthly financial statements and reports for church operations.
Oversaw budgeting process and monitored expenses for various ministries.
Developed financial policies to ensure effective resource management.
Supervised accounting tasks, which included accounts payable and receivable, general ledger management and expense reporting oversight.
Monitored cash flow, prepared bank reconciliations, and managed accounts payable and receivable functions.
Ensured timely payment of invoices from vendors or suppliers according to contractual agreements.
Evaluated and approved billing invoices and expense reports to monitor and ensure cash flow and cost containment.
Reviewed general ledger accounts for accuracy and compliance with GAAP.
Researched complex accounting issues and provided solutions to management team.
Analyzed financial data, identified trends, and developed strategies to improve profitability.
Assisted in developing budgeting processes for improved forecasting accuracy.
Employee Benefit Manager
Concordia University Texas
Austin, TX
11.2016 - 04.2022
Managed the overall life cycle of the employee benefit program, including medical, dental, vision, retirement, life insurance, disability, employee leaves, and wellness.
Ensured timely and accurate processing of employee benefit enrollment and changes.
Advised employees on selecting appropriate benefit packages.
Research and keep knowledgeable of benefit law
Reconcile bills to employee records to ensure accurate eligibility and payment information
Maintain year-end reporting for Concordia Plan Services and Fidelity retirement plans
Provide support for year-end reporting as it relates to the Affordable Care Act
Researched discrepancies between employee, payroll, and benefit providers to ensure record accuracy and optimize eligible payments.
Planned and coordinated comprehensive benefit orientation sessions to effectively onboard new employees.
Managed and executed the termination of employee benefits promptly and accurately.
Assessed benefit options regularly to ensure employees received the most cost-effective and beneficial plans.
Maintain up to date knowledge of Family Medical Leave, Workers' Compensation, and Disability policies, procedures, and laws
Oversee the life cycle of all FMLA/Disability requests to include the coordination and monitoring of applicable leaves
HR Specialist
Concordia University Texas
Austin, TX
10.2013 - 11.2016
Administer employee benefit programs to provide maximum coverage to employees within contract specifications
Monitor changes in benefits-related legislation and provide recommendations to the director; verify compliance with regulatory authorities
Process benefit enrollment/changes within program guidelines
Reconcile enrollment forms and billings to employee records to ensure accurate eligibility and payment information
Investigated discrepancies between employee, payroll, and benefit providers to ensure record accuracy and maximize eligible payments
Assist personnel, beneficiaries and/or insurance providers with verifying eligibility, conveying information, and processing claims
Coordinated logistics of benefit events to enhance employee engagement and participation
Managed web time entry routing to streamline payroll submissions
Served as payroll liaison to ensure continuity of payroll operations during staff absences
Provide customer service to employees and/or their managers regarding employee self- service and any other payroll questions or issues
Prepare, post and reconcile General Ledger account on a monthly basis
Prepare and submit all applicable tax deposits and reports (Unemployment, Med, Income tax, etc.) to benefit providers and/ or regulatory agencies
Payroll Accounting Clerk
Concordia University Texas
Austin, TX
02.2013 - 10.2013
Supported payroll operations, ensuring accurate employee compensation and facilitating annual audit process
Perform daily payroll operations and manage workflow to ensure all transactions for semi-monthly payroll are processed in a timely manner
Processed manual checks and special payrolls
Prepares payroll reports (including 941s and W-2s)
Prepare and submit all applicable tax deposits and reports (Unemployment, SS, Med, Income tax, etc.) to benefit providers and/ or regulatory agencies
Perform routine reconciliation of payroll-related general ledger (G/L) accounts and accurate year-end reports in a timely manner
Prepare, post and reconcile General Ledger account on a monthly basis
Maintain payroll processing system (Banner) including but not limited to all earnings
Coordinated with supervisors to address payroll questions related to employee missing time and leave requests
Prepares bank reconciliations, other account reconciliations and assists with reporting fiscal operations
Assist with the month-end and year-end close process
Fraud Dispute Chargeback
Fraud Dispute, XEROX
Austin, TX
05.2008 - 02.2013
Identified and tracked fraudulent transactions related to SSI and SSA payments, ensuring timely response to potential fraud cases
Monitor consumer transaction and account activity for potential fraudulent activities, including identity theft, account takeover, and friendly fraud
Processed Visa and MasterCard chargebacks, monitoring case status to ensure compliance with regulations and timely resolutions
Review queued transactions and independently determine if the reviewed transactions are fraudulent or legitimate
Collaborated with deceased family members and internal departments to research and confirm transaction validity, facilitating resolution of disputes
Maintained up-to-date knowledge of recent system changes and upgrades
Completing State Regulation and BBB Complaints in timely manner
Lead Teller
Wells Fargo Bank
Austin, TX
03.2003 - 05.2008
Led transaction approvals, conducted teller training, and supervised team to ensure operational efficiency
Provided and promoted, accurate and superior processing of customer transactions according to established guidelines
Handled additional services such as safe deposit, merchant/vault, ATM processing, bonds, foreign currency, and night drop to enhance overall customer service
Conducted audits and made sure compliance and regulatory standards were met
Responded to inquiries/problems and handled complex services and transactions
Identified opportunities to enhance product sales through customer engagement
Engaged with dissatisfied customers to resolve issues and enhance their overall banking experience
Worked efficiently in fast-paced environments with strict deadlines
Understood cash handling procedures and balancing techniques thoroughly