Steven J. Orlando
Avon,Ohio
Summary
Results-driven benefits consultant with extensive experience in insurance and tax management. Expertise in benefits strategy, data analytics, and compliance regulations. Proven track record in designing innovative programs that enhance employee engagement and optimize costs. Strong ability to build and maintain client relationships through effective communication and industry knowledge.
Overview
18
18
years of professional experience
Work History
Benefits Consultant/Advisor
OneDigital
Independence, Ohio
11.2018 - Current
- Developed innovative benefit programs for diverse employers, aligning offerings with organizational goals.
- Managed health risk strategies, enhancing benefits and optimizing expense allocations.
- Leveraged data analytics to decrease claims spending and effectively manage risks.
- Conducted financial modeling to inform benefit plan strategy formulation.
- Educated employees on benefits options and healthcare consumerism principles, promoting informed decision-making.
- Ensured compliance with HR regulations, including FMLA and DOL standards.
- Facilitated workshops for clients on benefits offerings and enrollment processes.
- Monitored adherence to applicable regulations such as ERISA and HIPAA.
Financial Technician/Products Coordinator
The Alpha Group Agency
Independence, Ohio
08.2010 - 11.2018
- Coordinated implementation and servicing of consumer-driven products like health savings accounts.
- Managed proposals, conducted cost analyses, and facilitated educational meetings for enrollment processes.
- Advised clients on Affordable Care Act compliance for small and large groups.
- Analyzed plan affordability to ensure adherence to employer shared responsibility provisions.
- Established cafeteria plans and educated clients on benefits to optimize utilization.
- Performed extensive research on evolving aspects of health care reform.
- Managed account relations for large group clients, focusing on quoting analysis and medical benefits coordination.
- Conducted financial analyses, including premium and claims evaluations.
Auditing and Attestation / Healthcare Intern
Howard, Wershbale & Co.
Cleveland, Ohio
01.2010 - 06.2010
- Conducted audit reviews and compiled services for healthcare clients, enhancing accuracy of financial representation.
- Prepared Medicare cost reports for federal filing, streamlining reimbursement processes.
- Compiled Medicaid cost reports for Ohio state authorities, ensuring compliance with state regulations.
- Performed housing and urban development audits to verify compliance with government regulations.
Community Banking Organizations Intern
Federal Reserve Bank of Cleveland
Cleveland, Ohio
05.2008 - 08.2008
- Identified liquidity, credit, operational, and strategic risks for 38 state member banks.
- Conducted enterprise-wide risk management review, ensuring compliance and identifying potential vulnerabilities.
- Examined regulatory reports to develop comprehensive risk management questionnaire, enhancing data collection and analysis.
- Developed database to assess risk management practices across Federal Reserve System's 4th district.
- Generated performance metrics for community banking department, enabling informed decision-making and strategic planning.
Education
Bachelors - Accounting
University of Dayton
Dayton, OhioCPA Candidate -
Licensed to sell Health and Life Insurance -
ABC
Skills
- Benefits design
- Open enrollment support
- Compliance management
- Risk management
- Financial analysis
- Data analytics
Activities
- Dean’s List, 2006 to 2008
- Green Corps Program Volunteer with Federal Reserve Bank Of Cleveland
- Pi Kappa Alpha Fraternity, Winter 2004-2008
- University of Dayton School of Business Administration Study Abroad Program: Augsburg, Germany - Summer, 2007
Timeline
Benefits Consultant/Advisor
OneDigital
11.2018 - Current
Financial Technician/Products Coordinator
The Alpha Group Agency
08.2010 - 11.2018
Auditing and Attestation / Healthcare Intern
Howard, Wershbale & Co.
01.2010 - 06.2010
Community Banking Organizations Intern
Federal Reserve Bank of Cleveland
05.2008 - 08.2008
Bachelors - Accounting
University of Dayton
CPA Candidate -
Licensed to sell Health and Life Insurance -
ABC