Monica Schaefer, Cpp, Phr Email & Phone Number

Atlanta, Georgia, US

• Advisement and consulting services for businesses covering topics related, but not limited to:
• HR Policies and Practices
• Employment Law
• Multi-State Payroll Compliance and Application
• Accounting and Sales Tax Best Practices
• Corporate Compliance

Columbus, OH, US

• Coordinate and administer W-2 documents and corrections annually. Provide W-4 administration, manage sales tax exemption certificates, manage and administer HSA and FSA, calculate quarterly HSA employer match, ACA.
• Research and establish payroll deductions for each state’s requirements - including, but not limited to -disability, and PFML various taxes. Create monthly payroll/benefits journal entries.
• Respond to / research internal and external payroll related questions.
• Complete an annual Workers’ Compensation audit. Assist in all forms of accounting audits.
• Create ad hoc payroll and other reports for management.
• Research state nexus requirements for doing business by reviewing regulatory information, statutes, and standards.

• Provided monthly Book Maintenance and closing duties including preparing journal entries, account reconciliation, as well as documenting and evaluating current procedures. Areas of focus include general accounting.
• Managed Accounts Payable (A/P), tracking and optimizing outgoing payments, processed Accounts Payable paperwork at the completion of check run.
• Collaborated and communicated with other departments about credit card expenses and expense report deadlines.
• Managed and posted all Bank Deposits.
• Processed monthly billings from insurance providers. Reviewed billings for accuracy, codes, and advances for payment. Resolved discrepancies with carriers, payroll, and the employees.
• Process, administer, and manage all payroll in all states where the company has employees. This includes regular earnings, garnishments, paid leave, bonuses, T&A and PTO, deductions, and changes.

• Distributed all communications and notices to employees regarding health benefits and 401k. Performed benefits administration. Served as the main contact for ADP as well as state entities. Managed onboarding and.
• Acted as liaison between employees and insurance providers to resolve benefit related problems and ensure effective utilization of plans with positive employee relations.
• Processed monthly billings from insurance providers. Reviewed billings for accuracy, codes, and advances for payment. Resolved discrepancies with carriers, payroll, and the employees.
• Managed the COBRA process and administration. Received and recorded COBRA insurance premium payments.
• Prepared the General Ledger Spreadsheet for each payroll cycle. Entered payroll data and processed payroll.
• Reviewed tax forms completed by ADP for errors quarterly.

• Performed benefits administration which includes: claim resolution, change reporting, approving invoices for payment, and communicating benefit information to employees. ★ Maintained compliance with federal and state.
• Assisted in the development of privacy policies and procedures that include the use and disclosure of PHI, record-keeping procedures, and assisted in the development of a privacy training program.
• Prepared, collected, and organized data for actuarial assessments. Reviewed data in conjunction with actuarial evaluation task forces.
• Prepared the General Ledger Spreadsheet for each payroll cycle. Entered payroll data and processed payroll.
• Maintained Office of Inspector General report monthly.