Manager with 20+ years background in managing future leaders and health & welfare plans. High-level of passion, ambitious while being detail-oriented with financially proven results. Very specialized skill set and WILL make a difference.
Overview
19
19
years of professional experience
Work History
Benefits Manager
Advance Auto Parts
Remote
05.2022 - Current
Lead global health and welfare teams managing US, Puerto Rico, Virgin Islands, and Canada Plans in $200+ million dollar annual spend
Strong cross-functional collaboration amongst internal and external stakeholders including senior leaders, finance, procurement, payroll, DEI groups, corporate communications, benefit vendors, and consultants
Results-driven benefits leader strategically planning, negotiating, executing, successful and innovative programs as virtual care platforms, value-based care, wellness programs, and disease management initiatives
Led favorably received Team Member programs as DEI Inclusive Care Benefits Series, benefit fairs, benefits website, rebranding and relaunch of financial incentive well-being programs, and GLP-1 driven diabetes reversal and cardiac programs
Implemented cost savings programs to curve market medical trend while leading RFP initiatives to cut additional costs with minimal impact to Team Members
In ever-rising healthcare trend, able to lower deductibles and Team Member paid premiums on medical plans through through effective negotiation due to generational needs, plan benchmarking
Continual analysis of market trends, employee personas, and DEI initiatives to ensure competitive and multi-generational benefit needs are met
Supported divestiture and Transition Services Agreement for successful deployment of removal of WorldPac business and their benefits
Manage all ERISA and DOL multi-state compliance while conferring with legal when necessary most recently on hot button issues as Individual Mandates, ACA and ESRPs, MHP and NQTLs, San Francisco HCSO and HCAO, Data Privacy
Benefits & Wellness Manager
Honda Logistics North America
East Liberty, OH
07.2020 - 05.2022
Manage self-insured health and welfare plans for 8 Honda facilities throughout US and Canada for approximately 4,000 associates
Responsible for consultative review and analysis of all benefit plans and prepare presentation of recommended changes to CEO and other executives
Implemented new Health Savings Account (HSA) health plan for 2021, responsible for design and communications plan
Project manager for HRIS decision-making, educational tool, bswift for associates to utilize for open enrollment process
Ran a successful open enrollment campaign of 98% associate active enrollment elections
Responsible for benefits budget calendar/fiscal year working closely with finance for planning
Strong educational campaign for HSA health plan which decreased overall increase to 1.5% vs 4.9% as budgeted
Built robust Wellness Program adding spouses to compliance activities and currently working on strategic initiative to add Chronic Condition Management program through disease management vendor
Developing strategic plan to offer a PPO health plan in 2022 while eliminating HRA health plan and reduce associate premiums with transition
401(k) and Pension Committee Chairperson working closely with recordkeeper, investment advisor, actuary, and auditors to ensure fiduciary responsibility
Thorough review of 401(k) Plan and discovered 5 compliance issues working with recordkeeper and attorney to bring Plan in compliance
Manage short and long term disability programs making sure companies are administering benefits per plan documents. Manage contracts with vendors.
Compensation , Benefits & Wellness Manager
Emerson Climate Technologies
Sidney, OH
01.2019 - 05.2020
Manage compensation for 4,000+ salaried executive, exempt, and non-exempt employees
Benefits administration and open enrollment management for 6 Emerson locations in the US, Canada, and Mexico
Responsible for executive salary fiscal planning and administration
Project manager of two company mergers to Sidney payroll/HRIS platform
Oversee staff of Coordinators to ensure direct deposit, benefits withholdings, payroll deductions and flexible spending accounts are processing correctly
Developed and implemented a sales compensation model transitioning a group of salesman from a $40 million in sales commission-based program to a base/bonus plan
Continual market analysis utilizing compensation benchmarking tools such as Towers Watson, Mercer, and CompAnalyst to competitively place compensation on all positions
401k and pension fiduciary responsibility for joint venture plan including audits, plan documents, 5500 filings, and overall administration
Implemented a global HRIS Human Capital Management Oracle system upgrading from PeopleSoft Oracle
Manage global mobility including immigration for Commercial & Residential platform
Leave management for 1,000+ salaried employees
Compensation, Payroll & Benefits Manager
SumiRiko Ohio, Inc
Bluffton, OH
11.2006 - 01.2019
Manage all benefit and welfare plans including administration along with the open enrollment process
Responsible for benefits and payroll processing year-end activities including W-2 and IRS reportings (1094-C/1095-C)
Responsible for executive and director level compensation ensuring fringe benefits administration and regulations met as highly compensated employees
Led annual wage & benefit planning process aligning budget to fiscal company goals
Responsible for the 401k Retirement Savings & Investment Plan
Oversee the Investment Policy Committee working directly with investment advisor to select
mutual funds ensuring compliance with the Investment Policy Statement
Conducted extensive due diligence of investment advisor and recommended replacement advisor that produced an immediate 33% in savings
Performed request for proposals on recordkeeper, Prudential, and suggested new provider, Fidelity, saving both participants and company
Responsible for increasing retirement plan participation by 15% in an 8-year time period (82% in 2010 and at 97% participation in 2018)
Drove associate contribution rate up significantly from 2008 to 2018 (4% average in 2008 and 9% average in 2018)
Implemented 401k auto enrollment, Roth after tax contributions, automatic contribution accelerator, and 401k loan restrictions to safe harbor reasons
Responsible for implementation and business operations of innovative onsite
Education
Certificate - Healthcare Economics
Harvard University
Cambridge, MA
06.2021
MBA - undefined
University of Findlay
Bachelor of Science - undefined
University of Toledo
Skills
Strong people leader
Collaborator
Highly analytical
Exceptional oral and written communicator
Benchmarking experience
Regulatory compliance
Affiliations
Society of Human Resources Management (SHRM Member), Chamber of Commerce, Delta Dental Consumer Advisory Board