Cathi Finch, Cpp Email & Phone Number

Calabassas, Ca

> Supervise 2 direct reports; US & Canada payroll groups; 850-1,000 employees> Train new team members on all aspects of payroll process and programs utilized> Company-wide training on Time & Labor systems regarding upgrades, new functionality, procedural changes> Ensure quality and accuracy of all payrolls -develop new reconciliation/review procedures to meet audit requirements> Work closely with Share Plan Specialist, Deputy Company Secretary & brokerage firm on LTIP, SAR and ESPP programs> Ensure company compliance with State, Local, County tax agencies that all EE/ER taxes are withheld and paid to proper agency> Research and resolve payroll tax filing issues in conjunction with third party provider; currently registered in 38 states and Canada> Set-up and report State PFML contributions and adherence to State sick leave policies> Train new hires on TLM & SSP processes> Work with HR & IT on all system upgrades, project lead on TLM upgrades> Annual California Pay Data Reporting> Annual Radford Reporting and R&D Credit reporting with Tax & HR Departments> Ensure adequate controls are in place and that all procedures in the department are documented > Payroll Administrators' first level of escalation when questions arise> Support the Accounting staff with payroll related balance sheet account reconciliations, validate JE’s prior to system upload > Run ad hoc reports as requested using ADP Reporting> Work closely with internal & external auditors to ensure compliance and documentation of all reviews/approvals> Worker comp audit reporting> Oversee AmEx corporate travel card program> Process payrolls during team member absences

Wilton

Supervise 2 direct reports and 4 payroll support staff members.Train all new team members on all aspects of payroll process and programs utilized, ensuring all team members are cross-trained for all pay groups. Ensure quality and accuracy of all payrolls including analyze, prepare and import all payroll data in a timely manner.Research and resolve payroll tax issues with third party payroll provider and taxing authority.Assist Director of Payroll in ensuring adequate controls are in place and that all procedures in the department are documented.Payroll Administrators' first level of escalation when questions arise.Support the Accounting staff with payroll related balance sheet account reconciliations.Assist with SOX 404 Payroll design and flowcharting.Run ad hoc reports as requested using ADP Reporting.Review year-end reports and records.Review and sign-off on all payroll journal entries.Assist the payroll team as needed in their responsibilities.

Supervise and review of weekly and bi-weekly payrolls for approx. 4,000 employees in U.S. & Canada. Process special entries, stock options, bonus payrolls, etc.Supervise 3-4 member payroll support staff and training of new payroll personnel.Key participant in UAT and parallel testing for payroll software upgrade and eTime time & attendance system.Coordinate & process PA Act 32 EIT & LST taxes.Prepare payroll journal entries for Oracle Financial system.Process & maintain employee garnishments. Update employee pay records as needed.Prepare quarterly review reports and respond to employee & government inquiries.Process annual bonus payroll for both U.S. & CanadaCoordinate with managers & upload annual pay-rate increases for part-time employees

Over 18 years in business performing bookkeeping and payroll functions for a wide array of companies in many industries and services, both large and small, including:- Disbursements and receipts, cash & accrual- Process weekly/bi-weekly payrolls and tax payments, including union payrolls- Quarterly and year-end payroll tax reporting, including preparation of W-2s & 1099s- Job costing / tracking- Monthly/quarterly sales tax preparation and reporting, as required per individual client- Certified payroll reporting- Invoicing and collection, including AIA invoicing- Research and project coordination - Word processing and database management - Event scheduling / planning- Pricing / purchasing office equipment & supplies- Rental property management- Preparation of bids & RFPs, including costing - Computerized & stream-lined office systems

Assisted CPAs during audits, wrote up journal entries and work papers, and assisted with corporate tax preparation and financial statements for a diversified client base Preparation of individual tax returns during tax season Preparation of municipal property tax returns

Hired to set up entire office operations for this start-up management consulting firm Created and established office policies and procedures Created computerized accounting system Maintained client / prospect database Planned all international firm events consisting of meetings, partner/spouse activities, meals, social gatherings, golf outings Designed and formatted layout of all in-house materials

Responsible for all administrative functions for two marketing managers Responsible for maintenance, upgrading, and troubleshooting network of 20 Xerox 6085 systems and 15 Compaq PC stations Trained all new systems users

Payroll Mastery-Certificate

Paytrain Mastery Program - in conjunction with APA online learning program - certificate of completion

Business Management

Activities and Societies: Beta Delta Phi