Patty O'Rourke Email and Phone Number

Review and approve new employee information prior to HR employee data upload. Review payroll data loaded via Personnel Actions Forms. Setup employee payroll taxes, deductions and direct deposits as applicable. Prepare, process and generate payroll checks and direct deposits, including regular and on-demand payrolls. Participate as an active team member by assisting other payroll processors with issues including training new processors. Train and support Kronos editors. Responsible for importing employee demographic uploads from Lawson to Kronos. Import time record feeds from Kronos to Lawson. Master basic Kronos build and setup functions to assist Kronos Manager with projects. Maintain integrity of employee information entered into Lawson and Kronos to ensure valid payments. Complete special projects and other assignments as assigned by the Payroll Supervisor, Kronos Manager or Payroll Director.

Responsible for applying accepted accounting principles and procedures to analyze financial information, prepare accurate and timely financial reports, schedules and statements, and assist in ensuring appropriate accounting control procedures are in place. Compile and analyze financial information for multiple entities to prepare financial statements for monthly and annual cycles. Ensure financial records are maintained in compliance with accepted policies and procedures, including those for Federal grants. Assist with preparation and coordination of financial and grant audits. Resolve accounting discrepancies and irregularities. Collect and analyze financial information to recommend or develop efficient use of resources and procedures, provide strategic recommendations and maintain solutions for business and financial problems. Assist with payroll and human resources administration. Prepare analysis of accounts as requested.

Daily, monthly and yearly reconciliation, analysis and statistical reporting of revenues collected by the Division of Motor Vehicles (DMV). The DMV collects over $750,000,000 annually in revenues from registration and driver license issuance. This position is responsible for the timely and accurate reporting of these revenues. This position also reconciles and disburses funds collected for other agencies and municipalities.Serve on division, department and inter-agency teams in the planning and implementation of new programs and accounting procedures, and is responsible for training of DMV staff in accounting procedures and practices relating to revenue collection and cash accountability. Knowledgeable in skills of other Revenue Accounting Unit staff and be able to back up any position as needed including customer service phones, daily tasks required for reconciliation of cash received and be familiar with the bad payment recovery process.

Wisconsin Clearinghouse/Department of Family MedicineJanuary 2013 – August 2013Financial SpecialistImplementing and overseeing financial transactions, auditing, and financial reports for grants from state and federal government organizations, auxiliary accounts, and for carrying out a variety of other financial and business activities including operational data analysis. Provide general support of Wisconsin Clearinghouse. Prepare grant expenditure reports for federal, state and research grants and gift funds. Monitor budgets and close out accounts. Grant Administration - ensure extramural grants, gifts and contracts are managed according to Principal Investigator's needs, University rules and regulations and granting agency requirements, including federal, non-federal, gift, grant and contract accounts, plus state, campus and school funds.University Health Services/Wisconsin ClearinghouseNovember 2010 – January 2013Financial SpecialistPrepare grant expenditure reports for federal, state and research grants and gift funds for the Wisconsin Clearinghouse. Monitor budgets and close out accounts. Grant Administration - ensure extramural grants, gifts and contracts are managed according to Principal Investigator's needs, University rules and regulations and granting agency requirements, including federal, non-federal, gift, grant and contract accounts, plus state, campus and school funds.Provide general support of Wisconsin Clearinghouse. Serve as lead worker for other Wisconsin Clearinghouse support staff (i.e. University Services Associate, Student staff, volunteers) under the direction and supervision of the Wisconsin Clearinghouse Manager. Provide backup coverage for Wisconsin Clearinghouse functions and complete miscellaneous tasks.

April 2006 –November 2010Financial Specialist Prepare grant expenditure reports for federal, state and research grants and gift funds for the UHS and the Wisconsin Clearinghouse. Monitor budgets and close out accounts. Reconcile and audit monthly accounting control ledger statements for grant funds, gift funds, GPR funds and PR funds.Provide general support of Administrative Services. Provide back-up coverage for Business Services Functions and complete miscellaneous tasks.