Kate Poole
Toronto,ON
Summary
Results-focused Payroll and Benefits Manager with 10+ years of experience in multi-provincial payroll process and employee benefits administration. Proactive team leader experienced in Payroll/Benefit process improvements, cost savings and optimizations, system migrations and audit support. Adept at managing concurrent objectives to promote efficiency and influence positive employee engagement.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Payroll & Benefits Manager
Citco (Canada) Inc
12.2017 - Current
- Lead payroll and benefits team, managing semi-monthly payrolls for over 1,500 employees in Canada.
- Collaborate with internal and external stakeholders to provide insight into audits, payroll processes/governance and employee benefit best practices.
- Oversee the corporate benefits team including the enrollment process from new hire enrollment and semi-annual benefits open enrollment.
- Create/Develop analytic reports as needed.
- Participate in the negotiations/renewals of self-insured medical and dental plans, along with fully insured vision plan.
- Partner with outside broker to manage the Life, STD, LTD, HSA, PWA, Health and Dental plans.
- Work closely with internal auditors and governance team to help minimize risk in both the payroll and benefit areas.
- Responsible for annual T4/T4A, EHT and pension audit and filings.
- Responsible for annual T4 and T4A filings.
- Assisted employees with annual benefits open enrollment processing; including face-to-face meetings to detail upcoming plan year changes/modifications.
- Work with our pension plan provider to hold quarterly education sessions for employees and promote the plan.
Payroll & Benefits Specialist
Citco (Canada) Inc
09.2016 - 11.2017
- Processed full cycle semi-monthly payrolls, administered benefits and pension plans for over 1,000 salaried employees.
- Assisted Payroll Manager with regular Year End, benefit billing, pension and payroll reconciliations.
- Collaborated on global HR projects to streamline employee experiences from office to office.
- Worked closely with third party vendors for all benefits and pension related issues.
- Prepared monthly payroll journal entries to the Finance department for the GL.
- Trained new team members in policies and procedures and offered insight into best ways to manage job tasks and duties.
- Resolved issues and inquiries from plan participants regarding health and welfare benefits and deductions through telephone, email, and in-person interactions.
HR/Payroll & Benefits Coordinator
Citco (Canada) Inc
06.2010 - 09.2016
- Assisted with semi-monthly payrolls for salaried employees.
- Maintained employee data in HRIS.
- Maintained employee files.
- Assisted HR partners with pre-screening and interviews of candidates.
Education
Bachelor of Arts - History
Bishop's University
Sherbrooke, QC2002
Skills
- HRIS, Payroll and Benefits administration
- Audit preparation and reporting
- Change management
- Training programs development
- Records maintenance
- Unemployment laws
Affiliations
- Member of National Payroll Institute
Accomplishments
- System Implementation Payroll and Benefits
Migrated DC pension plan to new provider in 2018 and implemented RRSP/DPSP plan design to increase participation from younger demographic.
Migrated and implemented payroll system from HPL to Ceridian Dayforce in 2020.
Implemented new Benefits module in Dayforce including carrier feeds to vendor during a move to a new provider, plan structure and open enrollments in 2023.
- Moved STD plan from insured to ASO with boutique adjudicator to improve service quality and accommodation recommendations in 2020.
- Achieved an annual savings of $150,000.00 by overhauling benefitplans, including short and long-term disability and adopting an ASO and insured plan combination structure.
Certification
- Certified Payroll Professional (PCP)
Timeline
Payroll & Benefits Manager
Citco (Canada) Inc
12.2017 - Current
Payroll & Benefits Specialist
Citco (Canada) Inc
09.2016 - 11.2017
HR/Payroll & Benefits Coordinator
Citco (Canada) Inc
06.2010 - 09.2016
Bachelor of Arts - History
Bishop's University
- Certified Payroll Professional (PCP)
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