Pooja Trivedi
Ahmedabad
Summary
An accomplished professional with several years of experience in Team Building. Client Relationship Management and Account/Project management. Expertise on Financial Services business (UK & US Payroll processes) for clients across domains like Hospitality Industry, CPG, SAAS etc. Adept at handling team members with diverse backgrounds as well as collaborating within all levels of an organization. Excellent communication skills that enable me to effectively communicate complex ideas. Ability to handle multiple tasks simultaneously with professionalism.
Unique about myself: I possess analytical mind and good observation abilities, which aid in my ability to communicate effectively. Throughout my journey. I have taken part in several communication, management, and leadership professional courses, which has helps me to comprehend the situation/matter and I look for the finest approaches for achieving desirable goals with a pleasant and impartial attitude. My early pursuit of spiritual knowledge, book reading, gardening, dance, and yoga has enhanced my aura and lifestyle. To recharge myself, I traveled a lot and keep myself engage with music
Overview
16
16
years of professional experience
1
1
Certification
Work History
Manager
Sikich India
Ahmedabad
12.2023 - Current
- Developed processes for streamlining the workflow associated with payroll operations
- Created training materials/SOP's for new staff members on how to process payroll transactions accurately.
- Coached, mentored and trained team members in order to improve their job performance.
- Conducted performance reviews for team members.
- Conducted regular meetings with staff to discuss progress and identify areas of improvement.
- Participated in strategic planning meetings, representing the payroll department and contributing to organizational financial planning.
- Supervised payroll team, providing guidance and support to ensure timely and accurate payroll execution
- Ensured compliance with industry regulations and company policies.
- Provided technical support to staff members regarding the use of the payroll system.
- Established metrics and benchmarks to evaluate payroll department performance and identify improvement opportunities.
- Led the transition to new payroll software, including system selection, data migration, and training for payroll staff.
- Oversaw the implementation and maintenance of payroll systems, streamlining operations and improving efficiency.
- Communicated effectively both verbally and written with internal stakeholders regarding any changes or updates related to services being delivered.
- Audited existing procedures to identify areas where improvements could be made
- Maintained detailed records of all wage calculations and deductions.
- Managed the processing of new hires and terminations in the payroll system.
- Managed payroll for temporary, hourly and salaried employees.
- Reviewed timesheets for accuracy before submitting them to payroll software.
- Prepared reports related to wages, taxes, garnishments, 401K contributions and benefits packages.
- Processed requests from employees related to direct deposit enrollment or address changes.
- Performed quality checks on final payrolls prior to their transmission or distribution.
- Collaborated with human resources team on resolving issues related to vacation accrual or sick leave tracking.
- Resolved discrepancies between payroll records and timekeeping systems.
- Advised management on best practices for managing employee wages and salaries.
- Reconciled monthly payroll accounts to ensure accurate payments to employees.
- Verified accuracy of employee hours worked, pay rate changes, deductions, bonuses, and other payroll data.
- Calculated overtime, vacation sick hours and other categories of time.
- Generated relevant paperwork and payroll reports.
- Worked with HR staff to accurately track and update paid time off.
- Assisted with audits by preparing accounts and providing information.
- Assisted with audits related to compensation plans by providing requested documents in a timely manner.
- Collaborated with external auditors during annual audits, providing necessary payroll records and explanations.
- Updated and reconciled retirement, tax, and health care accounts.
- Implemented payroll reconciliation tools to improve report accuracy.
- Conducted regular audits of payroll records and processes to identify and correct discrepancies, enhancing data integrity.
- Managed comprehensive payroll processing for large employee base, ensuring accuracy and compliance with federal and state laws.
- Prepared and submitted detailed payroll reports to senior management, highlighting key metrics and identifying trends.
- Responded to requests for information as company expert on payroll operations.
- Resolved complex payroll issues, serving as the primary point of contact for employee inquiries and concerns.
- Coordinated with HR and finance departments to align payroll processing with employee benefits and financial reporting requirements.
- Administered employee benefits programs in coordination with payroll processing, including 401(k), health insurance, and PTO accruals.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Assistant Manager_Payroll (USA)
Accelerated Growth (Sikich)
Ahmedabad
07.2021 - Current
- Project Oversight & execution
- Providing technical guidance
- AG product development
- AG processes, tools & training
- Involved in talent acquisition and development
- Review time sheets, work charts, wage computation, and other information to detect and reconcile payroll discrepancies
- Processing and approving timesheet and running Error checks
- Balance cash and payroll accounts
- Verifying W2 for all staff
- Complete, verify, and process forms and documentation for the administration of benefits such as pension plans, and unemployment and medical insurance
- Posting payroll journals in accounting software
- Building payroll process
- Reporting & analysis payroll reports
- Creating audit report for 940,941 submission
- Verify automated process of transferring payment from payroll software to employee bank account
- Drive quality project deliverables
- Assisting clients with providing solutions and guidance
- Worked on accounting segments for AP, Bank and credit card reconciliations, payroll account reconciliations
- Manage internal/external expectations
- Training & Developing team
- Current client relationship management
- Well-versed with US payroll software's like APD, Paylocity, Paychecks, Gusto and associated accounting software's like Xero, QBO, Stripe, Airtable, Netsuite.
Team Leader Payroll (UK)
Paperchase Accountancy (GDC)
Ahmedabad
06.2013 - 06.2021
- Promoted from Account Executive to Team Leader during tenure
- Handling team of 10+ members
- Developed and facilitated team-building activities to foster collaboration and improve team performance
- Identified and addressed impediments to team progress and success, resulting in a smoother flow of work and improved team morale
- Managing Payrolls and Adhoc task for UK Clients
- Meeting the deadlines with accuracy
- Handling Direct clients and communicating with authorities like HMRC, Pension providers, External Auditors, Payroll software providers
- New Client Setup
- Dealing with HMRC for Initial Registration Process & Reconciling Discrepancies
- Preparing MIS reports through advance excel
- Workflow Management - Handling around 75 payrolls (3000 Payslips)
- Managing and working on additional task (RTI Submissions, Journal Postings
- Wages Reconciliation, Tronc Distribution, Pension uploads, Reconciliations, Bacs payment process)
- Active as Training Head (Delivering on the Job & Off the Job trainings)
- Setting up Pension Scheme and managing contribution uploads and making payments
- Involved in new project/process developments
- Working on internal process streamlined to simplify the work
- Actively involved in Recruitments for Payroll Department
- Active participants in various development programs like MDP
- Communications skills in organization
- Visited and work from London office for 3 months
- Visited clients in London
- Participated in building and enhancing payroll software
- Well-versed with software like Earnie (IRIS), Star, Brain payroll, my epaywindow, access.
Senior Data/Research Analyst II
SNL Financial (S&P Global)
Ahmedabad
05.2008 - 06.2013
- Promoted from base level to top level Analyst during tenure (started as Research Analyst, promoted to Approver > Senior Analyst > Senior Analyst II)
- Responsible for the accuracy, completeness and timeliness of relevant data covered by my department
- Having subject matter expertise in the content collected as well as the ability to approve and publish that content in SNL products
- Responsible for maintaining knowledge of procedures and utilization of internal systems and tools
- To deal with all Power plant related information of Various Energy related (Power.
- Gas, Coal) companies in U.S.A
- To create internal audit for ensuring quality through SQL & Excel
- Training & Developing the staff
- Smoothen the process
- Managing/leading the internal and external meetings
- Assisted in preparing reports and presentations for senior management, ensuring accuracy and timeliness
- Analyzed quantitative and qualitative data to draw conclusions and inform decision-making
- Expertise in Internally used software - WEST, WESTX, Document viewer, Dashboard.
Education
BBA+MBA -
University of Gujrat
Ahmedabad, Gujarat05.2008
Skills
- Integrity
- Business Development
- Strategic Planning
- Cross-functional team management
- Team Leadership
- Decision Making
- Verbal and written communication
- Critical thinking and problem solving
- Ability to Work Under Pressure
- Ability to Multitask
- Effective Time Management
- Detail Oriented
- Operations Management
- Cross-Functional Teamwork
- Staff Training and Development
- Performance Evaluations
Hobbies and Interests
- Travelling
- Scuba Diving
- Music
- Dance
- Gardening
Accomplishments
- Awarded with certificate on Effective Communication
- Certificate of Excellence of Leadership
- Self study portal - Advance excel, SQL Training Programme
- Certified from AMA - Psychology of Team Management, Advance Communication & Team Development, Conflict Management, Psychology of Decision Making
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Gujarati
Upper Intermediate (B2)
B2
Hindi
Upper Intermediate (B2)
B2
Certification
- ISO Certified Course - US Payroll Expert
- Pursuing FPC & CPP
References
References available upon request.
Timeline
Manager
Sikich India
12.2023 - Current
Assistant Manager_Payroll (USA)
Accelerated Growth (Sikich)
07.2021 - Current
Team Leader Payroll (UK)
Paperchase Accountancy (GDC)
06.2013 - 06.2021
Senior Data/Research Analyst II
SNL Financial (S&P Global)
05.2008 - 06.2013
BBA+MBA -
University of Gujrat
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