Sr. Payroll Reporting Analyst - Graebel Companies Inc. - Aurora, Colorado
(2012-10 - 2026-01)
- Developed and maintained payroll calendars for 30-50 clients, ensuring timely execution.
- Conducted taxability reporting and reconciliations, ensuring payroll accuracy and compliance with regulations.
- Created customized ad hoc reports to meet client and stakeholder needs.
- Designed process mapping protocols and training documentation to ensure contract adherence.
- Executed quality control audits, verifying taxability compliance and identifying discrepancies.
- Analyzed audit data to pinpoint training needs and recommend process improvements.
- Streamlined system software updates and managed software sunsetting processes effectively.
- Resolved inquiries and researched expense coding, taxability, grossup, and auditing processes.
Canadian Sr. Expense Analyst - Brookfield Global Relocation Services (Formerly Prudential Real Estate and Relocation) - Scottsdale, Arizona
(2009-10 - 2012-10)
- Played key role in transitioning the Canadian client base from Canada to the Scottsdale office.
- Created the Canadian Chart of Accounts for Relo Advantage and maintained the tax tables which enabled Canadian Adhoc reporting in accordance with CRA (Canadian Revenue Agency).
- Created and coordinated all training providing materials and acting as a liaison.
- Proficient in Canadian / US payroll reporting both monthly & year-end reporting to accurately provide employees' relocation tax assistance.
- Facilitating supervisory responsibilities regarding coordination and administration of assignments; permitting other departmental managers to focus on key strategic organizational objectives.
- Continuous management of Expense Analyst caseload including all functions outlined supporting the broader goals and objectives.
Senior Expense Analyst - Prudential Real Estate and Relocation - Scottsdale, Arizona
(2005-11 - 2009-10)
- Managed client reporting, billing, payroll, and year-end processing, ensuring compliance with client policies and IRS tax laws while mitigating financial risks.
- Collaborated with Expense Associates to conduct root cause analysis, improving audit processes for enhanced accuracy and operational efficiency.
- Provided informational tax guidance simultaneously to multiple client payroll departments based upon client needs and internal requirements.
- Documented tax methodologies for relocation assistance and payroll reporting, standardizing procedures to ensure clarity and consistency in operations.
Expense Associate - Prudential Real Estate and Relocation - Scottsdale, Arizona
(2004-04 - 2005-11)
- Audited and tracked customer expense reports and vendor billing to ensure compliance with client policy and IRS tax laws, enhancing accuracy and reliability.
- Collaborated with peers and the Expense Analyst to complete weekly billing reconciliation and deliver accurate reporting to clients on time.
- Updated client process and procedural documentation to uphold ISO certification standards, ensuring consistent client experience.
Real Estate Associate - Prudential Real Estate and Relocation - Scottsdale, Arizona
(2002-10 - 2003-04)
- Oversaw client group moves across regions and territories; created tracking spreadsheets to assess territory impact for account managers' planning.
- Executed key appraisal functions by ordering ERC appraisals, addressing status inquiries, confirming inspections, and entering values into database; ensuring timely and accurate appraisals.
- Developed spreadsheets to improve, inform and maintain quality records of appraisal values.
- Coordinated communication among relocation counselors, directors, and account managers, streamlining processes for improved service delivery.
