Kelly Spicer Email and Phone Number

ADP & Fidelity Payroll -Responsible for all aspects of payroll administration; entries, updates, accounting allocations, multi-state registrations, report generation, leave allocations, resolution of payroll taxes/issues, processing of semi-monthly payroll, review of journals, general ledger entry and W-2s. Recruiting & new hires - Interviews, background checks & extended offer letters. Administrative - (bank wires, draft letters, exit letters along with exit interviews, etc.) Processed enrollments & terminations, account reconciliation. Scheduled & coordinated co. meetings. Coordinated employee events, wrote communication & managed events. Maintained UK employee health benefits & payroll through 2nd party administrator. 401(k) - Ensured compliance & proper administration. (e.g. semi-monthly contributions; compliance; 5500s, annual testing & reporting, year-end true-ups, distributions, and regular 401(k) compliance & paperwork). Reconciles cash, invoices, credit card statements and UK bank balance for month end close. Wires payments to customers and UK employee. Handles all Customer Service cases for finance. Assists with year-end Audit Processes credit card, check & wire payments. Also sends out collection notices to customer. Assisted in data entry of accounts payable into Great Plains & NetSuite databases. Supervised & coordinated activities of 20+ call center agents. Planned, prepared, & devised work schedules from 3am to 9pm, Monday - Friday, according to budgets & workloads. Observed & evaluated workers' performance. Issued instructions & assigned duties to workers. Weekly & Monthly metrics issued to Founding Partners & Executive team. Communicated with other departments & management to resolve customer’s product cases issues. Interpreted & communicated work procedures & company policies to staff. Helped workers in resolving problems & completing work. Resolved complaints & answered questions of customers regarding services & procedures.

XMLSolutions was acquired by Vitria.Administered the company’s benefit programs focusing on enrollments, terminations, invoice reconciliation, ERISA compliance. Employee advocate for claims resolution. Evaluated the company’s benefit package against competitive offerings and implemented a more aggressive package with a focus on improving retention and reducing employer costs. Responsible for successful internal compliance and tracking of COBRA-eligible participants. Assisted in Company Stock Option Program consisting of 4.5 million options of both incentive (ISO) and non-qualified stock options (NQSO). Updated stock 0ption software tracking system on a daily basis. Developed reports from the Company’s payroll and HRIS systems. Managed the company’s leave program interpreting policies for department leader’s approving leave requests. Tied the company’s leave program to employer policies related to LOA, FMLA, military and other leave programs. Drafted several policies related to work-place issues for approval and implementation. Developed and managed the company’s AT&T calling cards, business cards and various travel programs. Planned and coordinated new employee orientation. Processed employee new hire and exit paperwork.

Submission of payroll, interviewed, processed and scheduled new employees. Scheduled weekly assignments and maintained officer accountability for assigned shifts. Emergency response line maintained. Liaison to property management, maintained inventory of capital assets to include: office equipment, auditing and distributions of cell phones, vehicles, etc. Processed unemployment claims.

Several administrative duties performed. Maintained prescriptions refills, medical records, Doctor’s schedules with the hospital & patient appointments

Medical bill for adjudication performed. Interacted with providers, hospitals and auditors. Developed & maintained the vendor database. Supervised & coordinated microfilm filing & retrieval. Performed a wide variety of administrative, clerical tasks & billing procedures.

Assisted Dentist in performing a full range of dental procedures, routine and emergency cases. Instructed patients on proper dental hygiene. Insurance submissions prepared and routine bookkeeping entries completed & filed patient claims.