Human Resource and Finance Professional with cumulative 20 plus years of experience in roles as HR Associate Service Specialist, Senior Analyst, Benefits Specialist/HR Generalist and Pension Analyst.
Overview
9
9
years of professional experience
1
1
year of post-secondary education
Work History
HR/Payroll Associate Service Specialist
FIDELITY
1 2022 - Current
Problem-solve pay, leave of absence, time entry inquiries
Associate interactions via incoming calls, cases and chats received into HR Service Center
Provide navigational support to Associates to help view Workday modules, i.e
Time Off Balance
Review and explain Policy details to Associates on specific HR content
Manage Quarterly Project to enhance/update policy information to ensure latest details on myHR
Liaise with internal Leave Team for Associate Leave data in Workday to ensure accuracy for pay
Manage Retirement Process for Associates with Business Partner HR Operations
Support Managers with transactions in Workday, i.e
Job transfers
Status Talent Referral bonus requests for Associates
Review Associate timesheets and corresponding payslips to ensure accurate pay
HR Workstream for Career Development creating events to promote growth and development at Fidelity
HR Workstream for DE&I through helping coordinate educational events
Participated in creating and enhancing Virtual Agent scripts for Digital tools such as HR Chat Support function.
HR and Payroll Associate Service Specialist
FIDELITY
03.2021 - 01.2022
Field incoming calls, cases or chats received into HR Service Center and inform of various policies and processes to meet stated needs
Problem-solve various pay, leave of absence, time entry and missing pay cases
Support Managers with job transfers transactions in Workday
Provide navigational support to Associates to help them view Workday modules i.e. Time Off Balance to capture remaining PTO balances
Review Associate timesheets and corresponding payslips to ensure accurate pay.
Assist participants with pension calculation inquiries
Process calculation requests
Use Pension resources to field questions on time-frame to begin a pension payment
Update direct deposit details
Help with general retirement process questions.
Financial Services Associate (401K)
FIDELITY
03.2020 - 12.2020
Financial Services Associate (401k)
FIDELITY TALENT SOURCE (FIDELITY)
09.2019 - 03.2020
Identify participant needs based on effective questioning
Use effective listening skills to efficiently service customers and enhance the total customer experience
Educate participants regarding varying rules and restrictions pertaining to their retirement plan
Communicate plan information to participants to make informed decisions about their investments
Process participant withdrawals, loans, contributions, and investment changes
Research options that will maximize customers optimal use of their retirement funds
Inform participants of IRS rules involving removing funds from a retirement plan prior to retirement age.
Benefits Specialist II
RANDSTAD (FHI 360)
08.2019 - 09.2019
Research and respond to questions from employees and leaders regarding interpretation of benefits plans regarding eligibility, covered services and exclusions
Processes benefit plan enrollment/change forms through input to WorkDay HR systems
Special projects.
Benefits Specialist
RANDSTAD (BMC)
09.2018 - 05.2019
Administer, Facilitate and Update Employee Life Events and Benefit Enrollments
Manage incoming benefit inquiries from employee population via Cherwell Incident and Ticketing system
Review and Approve Associate Proof of Dependent documentation for benefit elections via U2X platform
Liaise with Field HR, Insurance carriers and vendors regarding benefit enrollment information
Resolve Associate concerns in a timely manner by thorough research and investigation of benefit issues
Implement National Medical Support Orders for employees via Ceridian Dayforce
Collaborate with vendors and carriers for issues regarding eligibility and claims.
Senior Analyst
PANASONIC CORP OF NORTH AMERICA
11.2015 - 08.2017
Participated in multi-phased projects to prepare one-time pension benefit offerings for over 1,200 employees
Performed detailed and comprehensive review of employee pension calculations completed by Plan Actuaries
Processed pension calculations for vested employees and notified employees of completion
Engaged with outside vendor in revamping standard operating procedures manual to ensure pension workflow process was efficient and effective.
Nurtured strong working relationships with clients, ensuring their needs were met while exceeding expectations on deliverables
Education
Some College (No Degree) - Human Resource Certificate
Wake Technical Community College
Raleigh, NC
03.2018 - 05.2018
Group Health Plan Design GBA 1 Course -
Wharton School - University of Pennsylvania
Philadelphia, PA
01.2010 - 03.2010
Some College (No Degree) - General Courses
New Jersey City University
Jersey City, NJ
09.1989 - 01.1990
High School Diploma -
Central High School
Newark, NJ
09.1984 - 06.1985
Skills
Customer Service
Relationship Building
Team Player
Multitasking
Detail Oriented
Compliant
Accurate
Problem Solving
Written/Verbal Communications Skills
Flexible
Setting Priorities
Supportive
Analytical Ability
Results Oriented
WorkDay
Microsoft Office Suite 365: Word, Excel, PowerPoint, Outlook, Access
PeopleSoft/HRIS
SAP
Internet Research
Intranet Research
Timeline
HR and Payroll Associate Service Specialist
FIDELITY
03.2021 - 01.2022
Financial Services Associate (Pension)
FIDELITY
12.2020 - 03.2021
Financial Services Associate (401K)
FIDELITY
03.2020 - 12.2020
Financial Services Associate (401k)
FIDELITY TALENT SOURCE (FIDELITY)
09.2019 - 03.2020
Benefits Specialist II
RANDSTAD (FHI 360)
08.2019 - 09.2019
Benefits Specialist
RANDSTAD (BMC)
09.2018 - 05.2019
Some College (No Degree) - Human Resource Certificate