Katherine Potts is an accomplished professional offering a well-diversified expertise in the areas of payroll and accoun...
KATHERINE POTTS, CPP Buda, Texas, 78610
[email protected]
Home: 512-295-2131 Cell: 512-517-6468
Accomplished professional offering a well-diversified expertise in the areas of payroll and accounting. Encourage positive work environment and contribute as a cooperative team player, mentor / trainer. Key attributes include: Detail oriented and highly organized, trustworthy, discreet and ethical. Excellent communication skills with co-workers and management. Recognized for projects being completed on time and proficient at multi-tasking. Bachelor’s degree in Accounting and Certified Payroll Professional. CORE COMPETENCIES Decision Quality Customer Focus Process Management
Action Oriented Integrity & Trust Manages Vision & Purpose
Strategic Thinker Perseverance Technical Learning
TECHNICAL SKILLS Microsoft Office, ADP PayXpert, Paycom online, QuickBooks Pro, Sage PFW, Great Plains, FRx financial reporting software, Turbo Tax PROFESSIONAL EXPERIENCE BORDER ENTERTAINMENT, LLC, Austin, Texas 5/1998 -7/2011 While I was employed with Border Entertainment, LLC I wore many hats as an accountant, payroll specialist and accounts payable. Our Manager believed strongly in cross training. Senior Accountant, 1998 – 2011 Prepared precise and accurate monthly financial statements for 12 Franchise Blockbuster stores in the El Paso, Texas market with up to $6M in actual revenue, assuring senior management could evaluate profitability. Collaborated with Controller and co-workers regarding financials deadline. Reported on variances between actual and budget on P & L. Entered monthly journal entries and reconciled general ledger accounts. Compiled information for monthly Texas and New Mexico sales tax returns. Actively assisted Controller with year end audit schedules for up to 51 Border stores clarifying auditor questions. Payroll Specialist, 2003 – 2011 Accurately managed all aspects of payroll administration for over 700 employees for a bi-weekly multistate payroll. Timely payroll was processed for the following states: Alabama, Alaska, Mississippi and Texas. Verified payroll wages and hours from payroll reports with excel spreadsheets for 700 employees. Prepared monthly payroll journal entries and reconciled payroll account. Manual checks for terminated employees were issued according to state guidelines. Corresponded with 3rd party vendors (ADP, Paycom, garnishment and levies). Actively assisted Controller in the successful conversion from ADP to Paycom without any interruption of payroll operations.
Katherine Potts, CPP
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Highly knowledgeable about payroll and 401K plan assuring employee questions were answered accurately. Created, designed and implemented reports in ADP and Paycom demonstrating advanced proficiency. Trained co-workers on ADP and Paycom systems. Entered employee information in payroll systems and also maintained confidential employee files that included (new hire, terminations, direct deposit, rate changes, status changes, garnishments, unemployment claims, and employment verifications). Ensured compliance regarding I9 completion and holding period using federal guidelines. Viewed Paycom background checks webinar to familiarize myself with the different types of background checks. Assisted Controller with Policies & Procedures updates and created/prepared concise payroll procedures. Trained 51 store managers on the Work Opportunity Tax Credits (WOTC) assuring compliance with state regulations in order to receive tax saving credits. Accumulated information for yearly workers comp and 401K audits. Attend monthly Centex APA meetings gaining more knowledge regarding payroll changes. Accounts Payable, 2010 – 2011 Entered weekly Accounts Payable invoices for 15 Blockbuster Franchise stores into Platinum and cut Accounts Payable checks 3 times a month. Reconciled monthly vendor statements and corresponded with vendors concerning missing invoices. Worked closely with CFO regarding release of Accounts Payable checks. MONDAY N. RUFUS, CPA, Austin, Texas 7/2000 - 12/2009 Part-Time Bookkeeper Accurately prepared individual and corporation income tax returns for review by the CPA. Entered accounts payable, payroll, prepared quarterly and year end payroll returns, reconciled bank statements, and entered deposits using QuickBooks Pro for 4 commercial clients. VINDICATOR CORPORATION, Austin, Texas 5/1996 - 10/1997 Accounting Manager Managed Accounting & Human Resources department, supervised office staff working closely with CFO. Generated and implemented a cash flow spreadsheet. Increased revenue on past due invoices by calling customers on a weekly basis. Entered A/R and A/P using Great Plains software and payroll using ADP. UPPER RIO GRANDE PRIVATE INDUSTRY COUNCIL, INC., El Paso, Texas 10/1989 - 8/1995 (Currently Workforce Solutions Upper Rio Grande, El Paso, Texas) Accountant Forecasted weekly expenditures, created weekly schedules to request funds, monitored a $12M dollar budget, and approved accounts payable invoices. Accountable for payroll verification, trial balances for annual audits, year-end book closings, cash analysis and reconciliation for Fund Accounting of 15 bank accounts.
Katherine Potts, CPP
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EDUCATION / PROFESSIONAL DEVELOPMENT / TRAINING B.B.A. Accounting, University of Texas at El Paso, El Paso, Texas Certified Payroll Professional, American Payroll Association, San Antonio, Texas Centex APA Member, Austin, Texas Gains payroll recertification credits by watching webinars on numerous payroll software. Attends yearend payroll class. Seminars on Time Management, Customer Service, Leadership, Training and Mentoring
