David (Dave) Rodriguez Email & Phone Number

New York, United States

Brooklyn, Ny

New York, Ny

•Supervise for the overall day to day accounting function related to Benefit plan recordkeeping, partnership accounting and retirement plan accounting. •Responsible for benefit plan recordkeeping and independent audit of partner and administrative staff retirement plans and profit sharing plans contributions. •Developed and maintained Partner's Capital Loan Program, in multi-currencies, for Partners with multiple banks as lenders. Negotiated with banking partners to obtain favorable interest rates for Partners.•Prepared the annual Partner's Target Compensation data book for review by Chief Financial Officer, Executive Director and the Firm's Executive Committee. Modeled and proposed recommendations to change compensation based on Partner's individual cumulative statistics and projected net income.•Assist Tax Director with group state tax deductions and estimated earnings letters for payments of estimated quarterly tax. Worked with Tax department on hypothetical tax calculations for expatriate partners working in our international offices.•Worked with outside vendor to create Cost of Living Adjustments for expatriate Partners.•Worked with Ernst and Young on tax equalization for expatriate Partners. •Liaised with Ernst and Young during our annual audit. •Supervise two partner financial accountants.•Staff development, evaluation and training.

New York, Ny

•Responsible for all aspects new partner's onboarding, including conducting new partners orientation to explain firm rules, regulations and procedures. Enrolled partners in Firm's programs such as benefits, pension and savings plan.•Developed, updated and maintained new Partner Handbook.•Investigated and resolved all partner complaints and inquiries. Liaised with the internal departments and external vendors and brokers to complete the resolution process. •Responsible for benefit plan recordkeeping and independent audit of partner and administrative staff Retirement plans Retirement and Profit Sharing Plans. •Responsible for the preparation of distribution schedules for the domestic US payroll department and international offices, for the processing of distributions of income to partners and related deductions, such as capital, taxes, retirement deduction, etc.•Responsible to advise Payroll of any partners with a "hold pay" issue due to diary or collection issues. •Maintain and update multicurrency, including USD, GBP, EUR, CNY, PLN and KZT partner target compensation database and partnership budget report.•Responsible for the development and maintenance of the partner "deal database". •Maintain and update capital requirement schedules, while ensuring timely collections from all partners.•Prepare partner departure analysis in accordance with Partnership Agreement and "hair cut" analysis for non-conforming withdrawals from the partnership, as it relates to departing partners' compensation arrangements. Direct Payroll on timing and amounts of departure or retirement payments. •Processes return of capital, accrual capital, Article, retirement and Memorandum payments to former partners.

New York, Ny

•Processed multi-state and multi-jurisdictional payrolls of 2,000 plus employees accurately and in a timely manner.•Successfully converted the LeBoeuf Lamb payroll system from ADP PCPW to ADP Enterprise. Created payroll interfaces to automate manual payroll processes. Managed the implementation of payroll programs. Communicated project deliverables to ADP and internal resources.•Successfully converted the manual G/L upload process to the automated ADP G/L interface. Trained all users on the new program.•Successfully processed 24 semi-monthly staff and attorney payrolls and 12 monthly partner payrolls annually.•Computed wage and overtime payments.•Calculated prorated salary for new hires and terminations. •Responded to payroll-related questions from employees.•Maintained direct deposit accounts and routing numbers.•Audited and completed data entry of payroll data in preparation for processing the payroll. •Reviewed and reconciled payroll prior to funding accounts, both domestic and local payroll companies.•Stayed current on changes in local regulations and filing requirements to ensure payroll management compliance.•Complied with tax and reporting requirements for payroll. •Reconciled payroll back to the firm's general ledger. •Compiled reports for annual audit.•Participated in ad-hoc payroll related analysis and report creation.•Completed deduction calculations review and processing.

New York, Ny

•Timely and accurate high volume processing of expense reports and check requests for vendor payments in accordance with Firm policies and procedures.•Set up new vendors in accounting system, detailing 1099 status. •Process all check requests from invoice entry through check printing, scanning and filling. •Review all expense reports and check requests for accuracy, including required receipts or documentation and approvals. Resolve any discrepancies.•Insure coding accuracy for office, department, G/L account, profit center and sales tax status. •Process foreign checks, escrow checks, bank checks and prepare ACH wire requests.•Analyze high volume vendor accounts and implement macro processing when possible. •Interact with all levels of Firm personnel and outside vendors to troubleshoot and resolve problems as they arise.•Responsible for timely payment of checks, including obtaining authorized check signatures. •Maintain current personal disbursement accounts.