Joan Everett, Mba, Cpp Email & Phone Number

Zurich, Ch

• Manages a team of individuals that support the Hitachi Energy US and Canada “service-bureau” business model for payroll services.• Builds and maintains vendor relationships with third party payroll providers.• Ensures that US and Canada payroll services are conveyed in accordance with all Hitachi’s policy directives and in accordance with state and federal laws and regulations.• Proposes and implements the strategic direction of the US and Canada Payroll Services Organization• Ensures that associated accounting transactions follow US Generally Accepted Accounting Principles and ABB’s corporate accounting policies. • Delivers services within annual human resources and budgetary guidelines.• Prepare reports for internal and external audits. • Drives implementation of streamlined practices and processes across areas of responsibility.• Investigates methods to improve the internal control framework around the payroll process.• Recruit, retains and develops talented team members.• Build strong working relationships with various cross-functional groups throughout Human Resources.• Supervise a staff of 4 US Payroll Specialist, 2 Canadian Payroll Specialist, and 1 Payroll Accountant

Durham, Nc, Us

• Directed activities associated with the centralized payroll department in the preparation of multi-state bi-weekly payroll for 3500 plus employees. • Developed and maintained automated processes for the HRIS interface to Payroll to assure accuracy of the compilation of wages and benefits during payroll runs.• Discerned and performed all phases of payroll and timekeeping processes for 10 countries. • Managed workflow to ensure all payroll transactions were processed accurately and timely.• Performed audit of payroll registers prior to transmission and validate confirmed reports of it.• Reviewed and approved global payroll for offices in China and functioned as ‘back-up’ when necessary.• Processed monthly, quarterly, and year-end (other local statutory) reporting.• Generated a variety of payroll reports to include monthly, quarterly and year-end reporting as well as special reports requested by business leaders.• Processed off-cycle pay runs and manual checks• Created and maintained SOP/Check-lists and insured that policies and procedures were being adhered to (salary increases, bonus payouts and other compensation transactions). Kept written procedures updated.• Built and maintained strong working relationships with HR Partners, Benefits Team, Accounting and others.• Collaborated with Global Mobility and International Tax to record Commuter and Country Assignee’s pay.• Implemented Workday HCM and Payroll• Supervised a staff of six payroll professional in the US and China.

Raleigh, North Carolina, Us

• Supervised the University Payroll Department for the payment of wages to approximately 10,000 monthly and 7,000 biweekly staff, faculty, undergraduate and graduate student workers, postdocs, foreign national and temporary employees with an annual payroll of $670 million.• Oversaw approximately 146 monthly payroll remittances in excess of $180 million to federal, state, and local tax agencies. • Researched and prepared recommendations for senior management decision-making and ensured the ongoing development, maintenance, and improvement of work processes and action steps required to administer payroll efficiently and accurately (designed workflow documentation and assured effective relationship with internal stakeholders across the institution).• Coordinated the investigation and resolution of payment discrepancies, such as over payments from late actions and arrange payment plans with current or terminated employees to initiate collection. • Served as a functional subject matter expert for the PeopleSoft enterprise system (testing of multiple tax updates and fixes provided annually by Oracle PeopleSoft before changes moved into production).• Developed and coordinated year-end (calendar and fiscal) processes to ensure for timely and successful completion of tasks (W-2s, 1042S, and fiscal yearend financial/accounting closeout).• Supervised and coordinate the payroll aspects of taxation and payment of non-resident alien employees, as well as non-employees paid through the PeopleSoft Financial System and Student Information System.• Maintained content expertise regarding visa types and tax treaties with other countries. • Facilitated coordination of taxation and payment of employees living/working in other states and countries.• Updated Standard Operating Procedures (SOPs) in all functional areas.• Supervised 12 staff member (3 managers, 3 Payroll Specialist, 3 Payroll Analyst, 3 International Payroll Specialist

Washington, Dc, Us

• Administered payroll operations for faculty, staff, and students using PeopleSoft. Developed and implemented performance standards for the Payroll function.• Managed, prepared and maintained various schedules for payouts, updates, retroactive calculations and overall proper treatment and processing of multiple types of payroll transactions• Reviewed and approved payroll account reconciliation and journal entries prepared by senior accountant. Run the commitment accounting process in PeopleSoft after payroll was completed and confirmed.• Prepared W-2 statements and 1042-S for international students and faculty.• Facilitated the activities of internal and external auditors during quarterly, mid-year and fiscal yearend audit.• Communicated with federal and state agencies to resolve tax notices and tracers. Prepared quarterly state unemployment report and reconcile reimbursable accounts payments from DOES.• Monitored the efficiency of PeopleSoft and make recommendations regarding maintenance and/or enhancements of new applications to ensure they meet departmental and institutional requirements. • Trained staff members on new processing procedures and documents changes. • Developed and implemented management controls to ensure the integrity of all systems and processes in the payroll function.• Supervised six staff members (three Payroll Specialist, one Payroll Account, two work-study students).

London, Gb

• Directed the activities of a centralized payroll department in the preparation of a multi-state bi-weekly payroll for 14000 plus employees. • Liaison between company, government agencies and auditors for all payroll related information requests in regards to tax filing compliance, payroll tax audit and worker's compensation.• Ensures internal payroll tax reports for federal, state and local jurisdictions are developed, implemented and effectively administered.• Managed the payment of annual bonuses and assisted senior accountant with reconciliation. • Maintain and process all court ordered employee garnishments, including responses and releases.• Ensures accurate analysis and reporting of payroll data for the administration of 401K contributions. • Created custom interfaces to update payroll application with employee data from PeopleSoft. • Transition payroll to a paperless process by implementing SharePoint as the database depository for all paperwork.• Served as Kronos functional support and managed daily support and administration tasks.• Successfully implemented Sarbanes Oxley procedures to ensure compliance and identified and eliminated areas of risk for the company and department.• Manages the integration of employees into Coventry's payroll system from new business acquisitions and/or mergers.• Review W-2s for accuracy. In addition, administers W-2 reporting of compensation for restricted stock grants, stock option exercises, executive reimbursement program and employee relocation reimbursement program.• Liaison between Finance to balance payroll accounts, GL activity reconciliation, identify and resolve discrepancies, initiate journal entries and research payroll related activity to support financial analysis. • Supervise 8 Payroll Specialist, 2 Payroll Supervisors and the Kronos Administrator

Mclean, Va, Us

• Supervised the preparation and processing of a semi-monthly payroll for 4,000 exempt and non-exempt employees.• Reviewed all information to support timely and accurate payments including: garnishments, levies, benefits, special pays, deductions, taxing, flex spending, severance, commissions, bonuses, time and leave and cost center changes.• Reconciled and prepared wire request for FIT, FICA, 401K, Group Universal Life Insurance, Direct Deposit, and Check Wire.• Supported the reconciliation process by acting as signature approval as needed.• Prepared reconciliation and analysis of PeopleSoft/W-2/Tax Statements.• Analyzed 401K eligible wages and deduction to determine 401K compliance.• Project leader for HRIS/PeopleSoft upgrade implementation and tax update.• Presented orientation to all new employees to discuss payroll procedures.• Reconciled bank statements and cash book.• Updated all communications regarding payroll tax, legal changes and year-end payout to all employees. Responsible for writing and updating procedures and policy for payroll processing.• Supervised 4 employees.

• Supervise the preparation and processing of a multi-state payroll for 700 employees paid semi-monthly and biweekly.• Prepare payroll for 16 expatriate employees. Review and process expatriate expense reports. • Determine exchange rates and calculate the total amount in US dollars to wire the expatriate split to their foreign account.• Reconcile and prepare all month end general reports for payroll liability account.• Prepare job cost reports. These reports break out all labor charges used by regional offices to bill customers for gas or electric services based on labor hours, and expenses by project, department and division.• Prepare intercompany billing for expatriate expenses and salaries. • Effective May 29, 1998 I implemented a biweekly payroll for hourly employees.• Prepare tax worksheet to reconcile tax deposit and tax filing reports prepared by ADP. Prepare and file all local taxes to state agencies. • Process payment for bonus and commission.• Review W-2s for accuracy. • Reconcile payroll cash and prepare cash deposit report after each payroll processing.• Reconcile employee stock options and request payment due employees each quarter.• Prepare monthly overtime reports for managers.• Prepare vacations and sick reports for distribution to managers.• Supervised 1 employee

Master Of Business Administration - Mba, Business Administration And Management, General

Bachelor'S Degree, Business Administration