ANA MARIA TOLOZA
Germantown
Summary
Detail-oriented Payroll & Finance Specialist with 4+ years of experience in multi-state payroll processing, tax reconciliation, accounts payable, and nonprofit accounting. Expert in ADP Workforce Now, Paylocity, Intacct, DocuWare, and Bill.com. Proven track record ensuring compliant, timely payroll; maintaining accurate employee records; preparing quarterly/annual tax filings; and supporting audits. Recognized for exceptional communication, strong customer service, and the ability to train staff and troubleshoot complex payroll issues. Thrives in fast-paced, deadline-driven environments.
Overview
5
5
years of professional experience
Work History
Payroll and Finance Specialist
Identity Inc
01.2025 - Current
- Prepare, create, review, and obtain approval for biweekly payroll submissions for a multi-state workforce.
- Collaborate closely with HR to ensure accurate processing of benefits, garnishments, deductions, child support, and new-hire/termination updates.
- Maintain and update employee records in ADP Workforce Now.
- Lead and manage the organization’s transition from ADP Workforce Now to Paylocity, including system setup, data validation, training, and cross-department communication to ensure a smooth and accurate migration.
- Review timecards for accuracy, appropriate grant coding, and compliance with organizational policies.
- Ensure timely completion of all Time & Effort reporting and provide staff support and training.
- Record payroll into Intacct and maintain updated employee lists and allocations in accounting systems.
- Reconcile quarterly and annual tax filings including 940, 941s, state unemployment, MD/DC/VA state tax payments, and federal deposits.
- Prepare and reconcile all payroll data used to generate W-2s, serving as the organization’s primary contact for all W-2-related issues.
- Process 401(k) retirement contributions, loan payments, and employee reimbursements through Bill.com.
- Prepare journal entries, corrections, and accruals for payroll accounting.
- Oversee organization-wide payroll training for new hires and provide refresher training to current employees.
- Post and maintain the annual payroll calendar and ensure compliance with deadlines.
- Support audits by preparing required reports, payroll documentation, and reconciliations.
- Uphold organizational standards, confidentiality protocols, and Identity’s mission and strategic goals.
ACCOUNTS PAYABLE SPECIALIST
IDENTITY INC.
03.2024 - 02.2024
- Process accurate, multi-state biweekly payroll and ensure compliance with federal laws.
- Collaborate with Human Resources to validate deductions, garnishment, and benefits.
- Administer and maintain ADP system; train staff and resolve payroll issues.
- Reconcile payroll entries, W-2s, and quarterly/annual tax filings.
- Manage grant coding, Time & Effort reports, employee reimbursements.
- Support audits, payroll projections, and assist with Accounts Payable and Accounts Receivable tasks.
ACCOUNTS PAYABLE SPECIALIST
IDENTITY INC.
03.2022 - 02.2024
- Process vendor invoices, meticulously match them with purchase orders and receipts.
- Review and approve receipts and supporting documents for credit card purchases.
- Review and modify contract and donation budgets.
- Manage, coordinate, and monitor daily accounts payable operations on Intacct.
- Monitor all payable activities regularly through Bill.com.
- Review and approve unusual and major transactions.
- Perform end-of-month and year activities, including preparing manual checks, depositing checks and cash, charge payoffs, and credit card reconciliations.
- Perform routine billing, purchasing, filing, and data entry duties as needed.
- Process all invoices, and facility rental payments.
CASE MANAGER INTERN
IDENTITY INC.
07.2021 - 05.2022
- Conducted daily intake assessments and human services referrals for community residents in need.
- Supported clients in filling out forms and applications in need of rental assistance.
- Completed progress notes for the “Por Nuestra Salud & Bienestar” team.
- Responsible for the monitoring and weekly updating of the database to ensure detailed record-keeping of clients that received assistance.
- Helped the Case Manager in administrative duties such as keeping track of email correspondence, and phone calls, scheduling arrangements with families, and providing progress reports in Excel related to the financial support given to families in need.
FINANCE & ADMINISTRATION INTERN
IDENTITY INC.
07.2020 - 03.2022
- Work with the Director of Finance to make sure all accounts payable and receivable are paid on time and as per contractual agreements.
- Support the Director of Finance in all administrative support functions such as scheduling, monitoring email requests from staff and external vendors, contract follow-up, and project management.
- Enter bi-weekly payroll into Docuware for salaried and hourly employees.
- Assist with auditing timesheets, vendor files, and subcontracts.
- Work with team members to facilitate information for annual audits (help ensure the finance team has all documents requested by the auditor.)
HUMAN RESOURCES INTERN
IDENTITY INC.
11.2020 - 07.2021
- Provided general administrative support for the human resources manager.
- Responsible for maintaining the Human Resources Manager’s agenda. I had to program employee reviews and schedule team meetings (virtual and in-person) among my responsibilities. I was acknowledged by my supervisor frequently due to my excellent skills in managing her agenda. I always ensured that she had time to prepare between meetings.
- Created team calendars and set reminders of meetings and appointments in a centralized platform, thus allowing for cross-functional communication among all staff.
- Responsible for data entry and up-keeping of the SharePoint database.
- Organized a holiday drive-thru for staff members.
CENSUS WORKER
IDENTITY INC.
07.2020 - 10.2020
- Maintained confidentiality when addressing sensitive information with tact and diplomacy.
- Interacted sensitively, effectively, and professionally with individuals with diverse cultural, socioeconomic, educational, gender, and religious orientations and backgrounds.
- Met with supervisor regularly to submit completed assignments and discuss work objectives.
- Diplomatically convinced uncooperative and belligerent public citizens to comply with Federal census survey obligations.
Education
No Degree - ACCOUNTING
Montgomery College
06-2027
HIGH SCHOOL DIPLOMA - undefined
Seneca Valley High School
Germantown, MD05.2020
Skills
- Analytical aptitude
- Time management
- Strong communication
- Problem-solving
- Teamwork
- Leadership
- Organizational skills
- Creativity
- Active listening
- Adaptability
- Highly knowledgeable in all Microsoft Office applications
- Being meticulous and detailed oriented
- Critical thinking
Languages
English
Native or Bilingual
Spanish
Native or Bilingual
Timeline
Payroll and Finance Specialist
Identity Inc
01.2025 - Current
ACCOUNTS PAYABLE SPECIALIST
IDENTITY INC.
03.2024 - 02.2024
ACCOUNTS PAYABLE SPECIALIST
IDENTITY INC.
03.2022 - 02.2024
CASE MANAGER INTERN
IDENTITY INC.
07.2021 - 05.2022
HUMAN RESOURCES INTERN
IDENTITY INC.
11.2020 - 07.2021
FINANCE & ADMINISTRATION INTERN
IDENTITY INC.
07.2020 - 03.2022
CENSUS WORKER
IDENTITY INC.
07.2020 - 10.2020
HIGH SCHOOL DIPLOMA - undefined
Seneca Valley High School
No Degree - ACCOUNTING
Montgomery College