Josefa Howard Email & Phone Number

United States

Accounts Payable, Procure to Pay & Special Projects

Provides oversight and guidance to Supervisor of Payroll team that is responsible for processing weekly/biweekly payroll, CIP & Certified payroll reports, new hires & terminations, and employee payroll maintenance for 900+ employees across the United States. Oversees Purchasing team that is responsible for day-to-day procurement of material, tools, and equipment for 17 branch locations. • Works with Accounts Payable team and vendors to resolve escalated Purchasing issues. • Collaborated with key team members to develop and conduct user training programs for Superintendents and Operations Managers in company’s new ERP system.• Spearheaded and established efficient Payroll and Procurement SOPs where none existed.• Monitors staff performance and engagement through regular communication and review of KPIs. • Oversees the management of Pricing database to ensure pricing is available and current for use by both Purchasing and Sales teams. • Collaborates and communicates regularly with Operations Managers, CFO, and Director of Accounting to troubleshoot any ongoing inefficient or ineffective processes between departments.

Marietta, Georgia

Manages weekly and biweekly payroll for 600+ employees across 11+ branch. Manages payroll module in CMiC accounting software, oversees updates in UltiPro payroll software, manages time tracking software for hourly employees. Ensures accurate PTO processing. Produces weekly labor reports for mid-level and upper management. Improving payroll processes to minimize errors, create consistency across multiple branches, and increase productivity.

Oversee day-to-day financial operations with $800k+ annual revenue. Assisted Director of Administration with budget planning, regulatory filings and registrations, HR policy & procedure updates, and new hires/terminations. Supervised bookkeeper ensuring accurate and efficient processing of A/R & A/P activity, reconciliation of accounts, and accurate preparation of financial reports. Also provided oversight with state sales tax payments, management and organization office supply inventory, and payroll processing. Created/improved internal company forms, prepared partnership & contractor agreements, improved internal processes and controls to meet the growing and changing needs of organization. Other roles: Cross-trained to back up Front Desk Administrator as needed.

Business Development Associate, AVPManaged various administrative tasks for Business Development Manager and supervised daily trading activity of Investment Representatives of mid-west region. Led compliance training classes to Offices of Supervising Jurisdiction (OSJs). Researched and resolved account problems/errors. Researched and addressed OSJ inquiries.Compliance Research SpecialistCreated and maintained a tracking system for all client complaints and regulatory inquiries on behalf of the Legal Department. Researched, organized, and presented documentation related to complaints and inquiries for review by General Counsel, prepared response letters to complaints and inquiries, facilitated resolution of complaints related to account errors/problems.Compliance Supervisor & AuditorManaged team of three to review and approval of all advertising materials created by Investment Representatives to ensure compliance with regulatory guidelines and firm policies. Created firm’s first Compliance Reference Manual for Investment Advertising and Sales Literature. Conducted audits at OSJ branch locations of firm’s Investment Representatives, issuing reports of findings of any discrepancies for resolution.

Handled all administrative tasks for two Investment Sales Representatives, retrieving literature and other files in preparation for client meetings, processing investment transactions, and facilitating the completion of all paperwork for new accounts. Also helped to build strong client relationships through excellent service, including prompt responses to client inquiries and resolving account problems/errors in a timely manner.

Bachelor’S Degree, Finance, General

Education record