SUMMARY:

• A payroll operations management professional with 15 years of experience of improving the efficiency of high volume payroll processing, providing excellent customer service, tax withholding operations in addition to the management of employee equity plans in both the US and global environments.
• In depth knowledge of California pay laws, interpreting corporate pay policies and authoring SOX payroll documentation. Experienced in payroll staff supervision, mentoring and coaching for success. A champion for change management, process improvements utilizing the cross functional team environment.
• Experienced in consolidation of payroll operations that saved $20m at Confidential
• Payroll processing experience for companies from employees including union processing and payroll tax audit/funding on a per payroll basis. Monthly reconciliation of payroll and tax liability GL accounts, research of tax claims from federal and state tax agencies to bring a rapid response that avoided penalties and interest charges to the employer.
• Auditing and preparation of quarterly/annual tax returns for 48 states and responsible vendor management of ADP Tax Service (FACS)
• Payroll responsibility for US multi - state, Canada, Latin America, United Kingdom, Bangalore, India and AsiaPac sites, including global tax equalization, hypotax calculations and shadow/split payroll processing for in/expats.
• Author of cash disbursement policies (payroll, A/P and travel expense) and designer of procedures approved by internal/external auditors for sites located in the US, Singapore, Malaysia, Japan, The Philippines, Thailand and China
• Benefits administration including 401k funding and reporting to Fidelity PSW, cafeteria plan processing, and stock transaction processing using Equity Edge, knowledge of FAS 123R - Accounting for Stock Based Compensation
• Member of project teams to analyze, procure and successfully installed 17 payroll and HCM systems on time and under budget
• Preparation of monthly journal entries to report labor costs to the general ledger
• Balance sheet analysis and reconciliation of employee related liabilities
• Business Continuity/Disaster Recovery Plan Team Member
• Heavy contact with external audit engagement team regarding SOX 404 compliance
• Project Manager for development of continuous improvement workflows
• Experienced member of merger and acquisition teams for seamless payroll and employment tax transition

PROFESSIONAL EXPERIENCE:

Confidential

U.S. Payroll & Tax Manager

• Member of the project team that successfully implemented PeopleSoft 8.8 Payroll that saved approximately 
• Responsible for US and global payroll operations for 34,000 employees using SAP/ADP Globalview Payroll
• Set up shadow payroll to report income taxes for the global US employee population
• Managed relationship with outside audit firm to validate foreign country taxation for global employees
• Responsible for the daily management and ongoing mentoring of 4 direct reports
• Responsible for the management of the Risk Control Matrix and author of departmental narrative for SOX 404 compliance
• Business Continuity/Disaster Recovery Team Member
• Responsible for audit and funding of biweekly/monthly payroll tax audit
• Responsible for the quarterly/annual payroll tax return filing, reviewer of state/federal tax claims

Payroll Manager & Tax Consultant

Confidential

• Responsible for the full cycle payroll processing for 7000 domestic employees using ProBusiness and PayForce Payroll, ADP Tax Services and Equity Edge for ESP plans and other employee equity stock plans at Yahoo and Equinix
• Responsible for the management of the semi-monthly/monthly payroll tax audit/funding. Preparation and filing of quarterly/annual payroll tax returns
• Responsible for the production of monthly management and Finance reports using the Reportwriter tool
• Extensive project management experience with new payroll system implementations based on employer’s requirements
• Weekly payroll processing and reporting for the employees at Calpine/JFK Airport who were members of the Pipefitters Union

Confidential

Payroll & Tax Manager

• Responsible for the payroll operations for 2200 domestic and global employees
• Set up shadow payroll process for global employees for income tax reporting purposes
• Duties include supervising four full time payroll administrators using ADP PCPW and later implemented ProBusiness Payroll
• Responsible for the semi-monthly payroll tax audit/funding and GL reconciliation of payroll costs and tax expense and reviewer of federal/state tax inquiries
• Management of the ESP Plan and processing of NQ/ISO/Restricted shares using Equity Edge
• Quarterly payroll tax return reconciling/filing in accordance with Sarbanes Oxley 404
• Business Continuity/Disaster Recovery Team Member
• Benefits processing, auditing and funding of 401k and FSA plans
• Heavy involvement with external and internal compliance auditors for SOX 404 compliance

Confidential

HR Manager/Payroll Manager

• Member of SAP Payroll/HCM/Benefits ERP system Project Team that merged 77 US based companies into one shared service for payroll processing, benefits administration for 11,000 US employees and established one system
• Responsible for the management of US Payroll, Benefits Administration and Employee Relation issues for employee groups in Chicago, Boston, Houston and Los Angeles
• Performed compensation research using Radford Surveys and analysis for annual merit increases and designed retention bonus plans for executives
• Reviewed new hire offer letters to ensure salary offers were inline with budget and compensation policies
• Responsible for annual salary budget planning with CFO and CEO
• Managed 8 payroll and benefits employees utilizing Lawson ERP Payroll prior to SAP Payroll/HCM implementation project
• Responsible for the reporting of all payroll files to the SAP GL system and provided monthly reports to senior executives showing upward or downward trends of labor costs on a 4 month roll forward basis
• Reconciled all payroll related GL accounts, researched posting errors/incorrect account set up and provided quick fixes for Finance Team
• Managed Unclaimed Property process for Payroll and Accounts Payable Groups
• Responsible for quarterly tax, workers compensation and annual W2 audits