Medford, Massachusetts, United States
Go-to for all things North America (US & Canada) payroll. Partner with teams across the company on company-wide initiatives such as benefits, employee incentive programs, equity, system implementation, system configuration, compensation planning, reconciliations, issue resolution, tax, project planning, accounting, acquisitions & more. • Responsible for overseeing all North America payroll procedures & policies. • Ensure multistate biweekly US Payroll for 3,000+ Employees, Canada semi-monthly & Australia monthly payrolls are processed efficiently, accurately & timely. As well as manage off cycles & equity pay runs. • Policy improvement & Strategy • Maintain & manage payroll tax compliance • Work with the Equity team to set up annual tax matrix, review equity tax treatment to ensure accuracy & proper recording in payroll as well as developed our reconciliation process to adhere to sox controls • Team with Benefits for the annual 401K Audit, benefits plan earning codes & configuration • Acquisition payroll advising & transition management • Monthly, quarterly & year end payroll accounting • Tax form audit, preparation & distribution for US & Canada • Consult on Ireland and UK historical payroll • Support company initiatives by providing payroll guidance & sign off
Responsible for full cycle biweekly, multistate US Payroll for 2,200+ Employees, as well as Australia, Ireland and UK payroll & pension. • Successfully lead Payroll migration from Paylocity to Workday. This involved implementation, decision making, data migration, policy development, testing and training of the new system for colleagues & Employees. Created job aids for employee’s to assist with the learning experience. Worked with our new payroll funding provider to ensure all tax, garnishments & direct deposits were set up properly prior to go live. Managed timelines for a successful go live. • Improving & establishing payroll processes and procedures to run the payroll team more efficiently • Process off cycle payrolls as necessary. Partner with the Compensation and HR teams to establish a timeline to meet their & Employee expectations • Ensure smooth payroll onboarding for new hires, as well as a pleasant off boarding experience for terminated employees • Work with various teams to ensure newly acquired companies will transition smoothly into payroll • Equity payroll review & recording • Oversee monthly & quarterly audits and reconciliations, as well as accounting entries and audit requests • Partner with various teams and departments to ensure a holistic approach • Ensure Employees have a payroll team to go to and receive a timely response and quality “customer service” • Take a proactive approach to resolve items that could pose as an issue down the line, such as W-2C’s, etc.
• Responsible for full cycle semimonthly and manual Payrolls for US Entity using Namely. -Admin for Payroll side of HRIS system and assisting with HR side. -Manage new hires, terminations, salary changes. -New State set up, W2’s, System error management & audits -Year End payroll & processes • Responsible for monthly Payrolls for UK & Singapore entities – HR: Employee profiles, changes, new hires & terminations using Vistra (formerly known as Radius) / Payroll: ensuring any changes or variable comp were included, expense report processing. • All US Payroll related accounting • 401(k) Admin, responsible for 401(k) Audit • Manage schedule of Variable Comp to ensure deadlines were met and all entities received payments in a timely manner • Responsible for Travel & Expense management, Concur Admin, reviewing & approving expense reports, TripActions Admin -Lead transition from Expensify to Concur for US Entity – created How To doc’s for Concur use & trained teams on system -Developed new Travel Policy -Implementation head for advanced version of Concur • Corporate Card Management & Admin -Lead transition from one bank to another, setting up new corporate cards, worked with Concur to set up auto sync of transactions & program kick off • Accounts Payable processing • Developed processes & procedures related to Payroll, Travel & Expense, Corporate Cards, US, UK & Singapore New Hires & Terminating Employees • Assisted with Annual Audits, Tax Filings & various Compliance projects
• Assisting the Payroll/Stock department with year end • Various Payroll & Stock/Equity related projects and reporting via ADP Workforce Now & Equity Edge Online • Maintenance of the International Payroll Tracker to ensure deadlines are met and data is provided to International payroll providers or processed in house
• Concur – audit/processing of U.S. & International entities Expense reports – review & process for reimbursement in bimonthly payroll (U.S.) & weekly payments through service providers in each country (International) • New Hire set up, Employee terminations & maintenance in Concur • Travel Management for U.S. employees using Travel Module within Concur • Responsible for auditing/reviewing, processing payments & accruing in AX our U.S. Corporate Cards via Wells Fargo & U.K. Corporate Card via Elavon Visa • Month end Accruals for corporate cards, U.S. & International expense reports and cross-company entity charges. • Projects: o Leading Travel Agency Conversion within Concur o Assisting with Global Travel Insurance – educating employees & developing topics to add to New Hire Training o Various customizations & reporting in Concur to improve current processes
Full cycle Accounts Payable, identified general ledger account, program and entity, as well as cross entity shared bills using NetSuite. • Bank deposits and Deposit entries • Grant pack audit and review – ensured all documents were in order, required information was included and grantee met tax exempt guidelines • New Vendor set up in NetSuite • Company credit card reconciliation – audited reports entered in Concur, created month end upload for accrual in NetSuite • Reconciled multi entity bank statements, petty cash, debit cards and created month end workbooks for each • Created month end accruals • Concur expense report audit • Monthly utility maintenance • Journal Entries • Created "How To’s” / “Tips” sheets for program managers to assist in ease of Concur use and educate company guidelines and policies • Miscellaneous projects for the CFO & Controller, assisted with annual audit requests & projects
• Full cycle Accounts Payable • Researched and resolved any payment or order discrepancies between the internal purchasing department, vendors and/or employees. Maintained receivables tracking system. • Reviewed/audited salary and hourly payrolls • Recorded payroll transactions in Quickbooks • Miscellaneous projects to support the Accounting Manager • Implemented Concur Travel & Expense system: set up & verified data for accuracy and correct account codes, departments, expense limits & approval process. Documented and created policies and training manuals for employee use of Concur, as well as the approval process for management and the Finance department. Presented the finished product and demo of use to the CFO and Accounting Manager.