Shannon Bourque Email & Phone Number

Austin, Texas Area

Law Firm Administrator - Payroll, A/P, A/R, HR, Financials and Cash Management, campus property management.

Austin, Texas Area

Organize, maintain all outgoing and incoming data flow with 15 key bank account and 100+ subaccounts, reconciling accounts of more than $15M in revenue each month. Have developed relationships with several off-site and 3rd party managers to facilitate exchange of information and resources.Preparation and filing of sales tax reports. Collect information from department managers regarding education revenue, patient accounts revenue from multiple vendors, non-patient revenue, emergency room and pharmacy revenue facilitating month end journal entries and reconciliations for revenue accounts and third party vendors.

Austin, Texas Area

Optimize bank reconciliations of all sizes, preparation of individual and partnership tax returns, A/P, A/R budgets, cash management, daily operations and monthly and year end closing processes. Head the Payroll and Benefits Department, including managing bi-weekly payroll for approximately 130 hourly employees. Handled workmen's comp claims, benefits facilitation and tracking all time-off records, tracking driver safety records and making sure all commercial driver requirements were current for fleet. Advise clients, answering benefit questions, handling FMLA, Short Term Disability and workman's compensation issues, and redirecting them as necessary. Document reports, including tax liability and employment verifications. Partner with plant managers on all employee related issues. Also partnered with Controllers on project objectives and goals. Chartered successful course of development and implementation of clients' accounting systems. Set up new business units including sales and use tax registry, business licenses in Texas.

Austin, Tx

Coordinated with individuals, small businesses and community organizations, providing financial plannign and accounting services. Created custim tax solutions (personal and business), including audits, asset management, budgeting, payroll and benefits. Developed accounting systems and operations for small businesses, designing auditing system procedures and controls and complying with state and federal requirements. Worked with owners to discern their individual needs, their strengths and weaknesses and customize an accounting system based on findings. Compiled detailed income and expense reports for clients using Quickbooks and Quicken. Trained individuals and small businesses on payroll processing, recording and reporting. Rental Property Manager for clients. Facilitated the efficient preparation of item billing and invoicing, as well as end of year 1099's and other necessary tax reports, and the organization of financial literacy and accounting workshops.

San Luis Obispo, California Area

Supervised all benefit services on a union account with over 3,000 employees. Including open enrollment for all employees and ongoing benefit training. Worked with managers and employees on problem claim resolution fro beginning to final resolution with insurance carriers. Facilitated relationships with all insurance carriers in order to offer superior customer service to the IBEW accounts. Built product training and education programs for three large groups within the IBEW, delivering presentations in person and over the phone to HR management teams. Designed, organized and implemented the company's first Access database for large group clients. Leveraged internal and external resources, as well as strengthened relationships with broker management at CIGNA, Blue Cross and United Healthcare, to ensure the expedited delivery of superior custom client solutions.