Jonathan DeFiore
Mount Kisco,NY
Summary
Results-driven HR leader with strategic focus on benefits administration, retirement planning, leave management and compliance. Regularly partners with Senior Management and C-Suite to create and execute top-tier benefits programs that attract and retain top talent. Skilled in streamlining workflows, leading high-performing teams, and implementing cost-saving initiatives while maintaining adherence to regulatory requirements.
Overview
11
11
years of professional experience
Work History
Assistant Director of Benefits
ENT And Allergy Associates
12.2023 - Current
- Lead a team of Benefits & Leave Specialists, overseeing benefits, leave programs and retirement plans across multiple states and entities.
- Partner closely with C-Suite/Senior Management and brokers to develop and implement top tier benefit programs that are aligned with organizational goals.
- Manage all aspects of 401(k), Profit Sharing, and Cash Balance Plans, including compliance, audits, funding, and employee education.
- Collaborate closely with Employee Relations to effectively navigate complex leave matters.
- Led benefits consolidation project, achieving $1M in cost savings.
- Conducted an internal 401(k) audit, saving the company over $150,000.
- Served as SME for Benefits, Leave & Retirement during Workday implementation.
Human Resources Benefits Manager
Summit Health
05.2023 - 12.2023
- Managed a team of five overseeing health, wellness, ancillary, and retirement benefits for 20,000+ employees.
- Administered $1B+ in retirement plans, including 401(k) and Cash Balance Plans, ensuring compliance and efficiency.
- Led Open Enrollment planning, communication, and execution.
- Conducted regular audits to maintain HRIS data integrity in Workday.
- Managed vendor relationships and billing/invoicing processes to optimize service delivery.
Summit Health
Senior Benefits Analyst
01.2022 - 05.2023
- Conducted new hire orientation, Open Enrollment presentations, and employee engagement seminars.
- Led Open Enrollment testing and implementation for 10,000+ benefits-eligible employees.
- Developed a centralized benefits dashboard in Workday for enhanced employee education and accessibility.
- Collaborated with Employee Relations on policy creation and interpretation.
HCM & Total Rewards Partner
Westmed Medical Group (Acquired by Summit Health)
09.2020 - 01.2022
- Provided frontline support for benefits, leave, PTO and Retirement inquires.
- Administered $200M in 401(k) and Cash Balance Plans, ensuring compliance and accuracy.
- Assisted in creation and interpretation of organizational policies
- Led benefits reconciliations, resulting in $25,000+ annual savings.
- Managed leave of absence programs for 1,500+ employees.
- Assisted in creation of an award-winning Total Rewards Dashboard within Workday
Plan Analyst
Pentegra Retirement Services
01.2019 - 09.2020
- Interpreted plan documents to determine ESOP eligibility.
- Managed compliance testing and ESOP reporting.
- Prepared ESOP Proxy Reporting, posted ESOP Allocations, and prepared statements
Senior Operations Specialist
Pentegra Retirement Services
07.2018 - 12.2018
- Led efficiency-focused projects with senior management.
- Performed functional and regression testing for new system implementations.
- Reconciled distributions, assets and disbursement accounts and processed Distributions
Operations Specialist
Pentegra Retirement Services
10.2013 - 06.2018
- Processed daily 401(k) transactions, loans, and distributions.
- Trained new employees and provided operational support.
- Gained experience from being cross trained to perform backup functions for other areas of operations.
Education
B.S. - Business Administration & Management
Mercy College
Dobbs Ferry, NY05-2012
Skills
- Benefits Compliance & Regulatory Reporting
- Benefits Strategy & Administration
- Employee Engagement
- Microsoft Office Suite
- Open Enrollment
- Process & Work Flow Optimization
- Retirement Planning: 401(k), Profit Sharing, Cash Balance Plans
- Vendor Management & Contract Negotiation
Technical Skills And Certifications
- HRIS: Workday & iSolved
- Microsoft Office Suite (Word, Excel, PowerPoint)
- Benefits Compliance & Regulatory Reporting
- Process Improvement & Workflow Optimization
Accomplishments
- Led $1m benefits consolidation project, optimizing costs and efficiencies.
- Successfully transitioned HRIS systems to Workday, saving $600,000 in the process and serving as SME for Benefits, during implementation.
- Saved $150k via a successful internal 401(k) audit.
- Ran Open Enrollment for 20,000+ employees, streamlining communication and administration.
Timeline
Assistant Director of Benefits
ENT And Allergy Associates
12.2023 - Current
Human Resources Benefits Manager
Summit Health
05.2023 - 12.2023
Summit Health
Senior Benefits Analyst
01.2022 - 05.2023
HCM & Total Rewards Partner
Westmed Medical Group (Acquired by Summit Health)
09.2020 - 01.2022
Plan Analyst
Pentegra Retirement Services
01.2019 - 09.2020
Senior Operations Specialist
Pentegra Retirement Services
07.2018 - 12.2018
Operations Specialist
Pentegra Retirement Services
10.2013 - 06.2018
B.S. - Business Administration & Management
Mercy College
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