Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Heather Wallace

Canton

Summary

Dynamic leader with a proven track record in building and leading high-performing teams, as demonstrated at FINSYNC, where I spearheaded the development of two payroll divisions, one acquired for millions. Expert in software integration and process improvement, I excel in contract negotiation and team leadership, driving significant revenue growth and operational efficiency.

Overview

24
24
years of professional experience
1
1
Certification

Work History

VP of Payroll Services

FINSYNC
07.2019 - Current
  • Led three payroll divisions, successfully building two from the ground up, one of which was acquired for millions in 2023.
  • Leveraged API integrations within CRM and digital signature software to streamline processes, automate workflows, and enhance productivity.
  • Developed revenue audits across multiple billing platforms to ensure accurate billing and proper revenue recognition across all payroll systems and capturing additional revenue.
  • Led system integrations with vendor partners for 401(k), GL, benefits enrollment, HR and workers’ compensation by establishing relationships, developing processes and procedures, and expanding the partnership channel.
  • Implemented payroll tax auditing procedures to reduce liability and identify tax fallouts early in the process, allowing for quicker resolution and increased tax compliance.
  • Manages the preparation of over 10,000 payroll tax returns annually
  • Established continuous collaborative improvement goals within the department to drive ongoing growth and efficiency.
  • Renegotiated payroll-related contracts for more favorable pricing and terms.
  • Increased company growth through collaboration with sales and marketing departments as well as partner channels.
  • Developed and led goal-oriented individual performance reviews and employee appreciation programs to motivate teams, enhance collaboration, and build a high-performing workforce.
  • Implemented risk management procedures, assessed key business risks, and obtained ACH certification to strengthen underwriting and payment security.

Payroll & Tax Manager

NorthStar Payroll
04.2016 - 07.2019
  • Managed a department of 4 payroll employees across multiple payroll and timekeeping applications
  • Worked on integration and administration of worker comp providers, retirement programs, and benefits administrators
  • Efficiently resolved complex payroll tax issues.
  • Established a Secure File Transfer Protocol (SFTP) portal with the Georgia Department of Labor to facilitate bulk filing of payroll returns, enhancing efficiency and ensuring accurate, real-time results.
  • NorthStar Payroll was acquired by FINSYNC in July 2019
  • Created and maintained bulk filing accounts with almost every payroll tax jurisdiction in the US.
  • Managed payroll department of 5 employees

Staff Accountant

Wallace Accounting
08.2011 - 04.2016
  • Prepared and managed payroll, bookkeeping, and property tax returns for businesses and individuals.
  • Maintained fixed asset records and depreciation schedules to establish accurate calculations.
  • Generated and analyzed monthly financial statements to ensure accuracy and compliance

Business & Payroll Tax Accountant

Business Accounting Services
01.2007 - 08.2011
  • Prepared tax returns, monthly financials, and payroll for small to medium-sized companies across metro Atlanta.
  • Provided consulting services with clients on payroll and human resources.

Property & Casaulty Account Manager

Lee Insurance Agency
02.2001 - 06.2006
  • Managed 200 personal lines accounts
  • Licensed in property & casualty insurance

Education

BBA - Accounting

Kennesaw State University
Kennesaw, GA
06-2008

Skills

  • Team Leadership
  • Comprehensive Tax Resolution Experience
  • Skilled in Software Utilization
  • Contract negotiation
  • Process improvement
  • Mergers and acquisitions
  • Risk management
  • Human resources
  • Business development
  • Critical thinking
  • Data analysis
  • Staff development

Certification

  • Enrolled Agent (EA) - Internal Revenue Service
  • Certified Payroll Professional (CPP) - American Payroll Association
  • Global Payroll Management Certificate - Global Payroll Institute
  • ACH Certified - Payments First

Timeline

VP of Payroll Services

FINSYNC
07.2019 - Current

Payroll & Tax Manager

NorthStar Payroll
04.2016 - 07.2019

Staff Accountant

Wallace Accounting
08.2011 - 04.2016

Business & Payroll Tax Accountant

Business Accounting Services
01.2007 - 08.2011

Property & Casaulty Account Manager

Lee Insurance Agency
02.2001 - 06.2006

BBA - Accounting

Kennesaw State University
Heather Wallace