TONY HOPE
Cary,NC
Summary
Accomplished Human Resources Administrator with 12 years of experience in benefits administration, employee relations and corporate policy development. Well-versed in creating reports, managing talent and driving recruitment of top-notch employees.
Overview
25
25
years of professional experience
1
1
Certification
Work History
HR Team Lead
Self Help Credit Union
01.2023 - 12.2023
- Collected and analyzed information to monitor compliance outcomes and identify and address trends of non-compliant behavior.
- Created and delivered HR training sessions to staff, managers and executives.
- Generated and analyzed reports to monitor employee engagement and attrition trends.
- Developed and monitored employee recognition programs.
HR Coordinator
Cary Skin Center
05.2021 - 12.2022
- Coordinated and facilitated retirement seminars and counseling sessions
- Responsible for leading Benefits team in complying with HR audit
- Coordinated and provided supporting documentation for external audit of 401k and 403b retirement plans
- Reviewed all benefit related materials online to review accuracy and update as appropriate
- Prepared and coordinated upcoming wellness and retirement fairs
- Participated in benefit staff meetings to prepare for Open Enrollment
- Communicated with benefit vendors to plan for future benefit workshops
- Coordinated efforts to overall retirement plans including vesting and auto enrollment
- Monitored organizational compliance with federal, state, and local policies and regulations
- Maintained knowledge of regulatory changes, new trends, and employment laws
- Oversaw issuance of compensation, benefits, and leave
- Identified staffing and recruiting needs while applying best practices for talent management
- Supervised onboarding process for newly hired employees, including distribution of all paperwork
- Handled employee conflicts efficiently while following all company procedures
- Developed user-friendly employee handbook for easier updating and maintenance
- Answered employee questions regarding health benefits and 401k options
- Created compensation and benefits structures to align with market conditions and budget demands.
UNC HR Consultant
UNC Chapel Hill
01.2016 - 04.2021
- Conducted retirement meetings with employees to assist in retirement application process
- Provided benefits consultation and education to University Faculty and Staff
- Conducted New Hire Orientation sessions for newly hired Faculty Physicians
- Supported Employee Rewards and Recognition Programs and assisted with annual recognition events
- Processed new hire, reappointment, promotion, and termination actions in HR system
- Provided leave administration including FMLA and disability responsibilities
- Provided retirement consultation services to defined contribution and defined benefit retirement participants
- Coordinated Open Enrollment lab sessions for Faculty and Staff
- Performed posting, hiring and recruitment related duties.
Financial Analyst
Duke University
01.2015 - 01.2016
- Assisted in developing annual budgets and projections for the Duke Human Vaccine Institute
- Managed financial management of shared services, including developing rate calculations, projecting cost, performing invoicing and billing services, preparing journal vouchers and managing accounts receivables
- Functioned as liaison with the Duke School of Medicine for drawdowns of department funds
- Prepared monthly reports on the operational financial status of the department
- Analyzed budgets and transactions to help identify unnecessary expenses leading to annual savings of $70,000.
HR Benefits Specialist
Duke University
01.2010 - 01.2014
- Implemented tracking process for Retirement Manager System leading to 5% reduction of errors
- Administered the Duke 403b retirement plan by providing assistance to Duke employees with enrollment, loan and withdrawal requests
- Received consistent feedback from colleagues, customers, and upper-level management for exemplary customer service
- Interpreted and communicated HR policies to employees at Duke regarding health and welfare benefits
- Conducted numerous benefit presentations to new hire audiences including Duke Faculty and Staff.
Accounting Specialist
Duke University
01.2008 - 01.2010
- Analyzed financial data and prepared complex financial reports and statements for utilization by management
- Assisted Financial Analysts with various aspects of financial analysis for over 70 clinical trial studies
- Processed journal voucher entries for billing charges related to clinical trial studies
- Maintained Accounts Receivable for billing of pharmaceutical vendors collecting over $80,000 per month
- Contributed to success of department's project to reconcile grants and close out over 30 outdated studies.
Accounting Specialist
Blue Cross Blue Shield
01.2006 - 01.2008
- Processed monthly ACH check runs for producer commissions averaging $12 million per month
- Used Grants Management System to process invoices under existing contracts
- Reviewed contracts for proper A/P procedures to meet audit requirements
- Corresponded with vendors and other business partners of Blue Cross Blue Shield
- Consistently met deadlines and helped reduce accounts receivable turnover ratio by 15%.
Senior Pension Specialist
Fidelity Investments
01.2005 - 01.2006
- Calculated retirement benefits for Fidelity's Bank of America account members
- Actively participated in projects to identify and isolate recurring problems with more complex calculations
- Worked as part of a team of pension specialists to complete calculations and other work in a timely manner
- Supervised and provided leadership and guidance for entry-level pension specialists.
Retirement Counselor
State of Georgia
01.1999 - 01.2005
- Interviewed clients to determine financial objectives and retirement goals
- Analyzed clients' financial status, eligibility for retirement and discussed financial options
- Maintained relationships with clients to revise plans based on clients' modified needs
- Actively participated in implementation of New Option Factors Project for retirees increasing retiree pensions by 3%
- Provided retirement services to over 100,000 active members
- Demonstrated skillful communication and negotiation skills
- Represented Teachers Retirement System at retirement seminars and presentations.
Education
Master of Business Administration -
Pfeiffer University
Bachelor of Arts - Criminal Justice -
University of Texas
Skills
- HR Benefits
- Financial Analysis
- Customer service
- Problem resolution
- Strategic Planning
- Reporting
- Tax Compliance
- Retirement Benefits
- Human Resource Management
Certification
NC Notary Public
Timeline
HR Team Lead
Self Help Credit Union
01.2023 - 12.2023
HR Coordinator
Cary Skin Center
05.2021 - 12.2022
UNC HR Consultant
UNC Chapel Hill
01.2016 - 04.2021
Financial Analyst
Duke University
01.2015 - 01.2016
HR Benefits Specialist
Duke University
01.2010 - 01.2014
Accounting Specialist
Duke University
01.2008 - 01.2010
Accounting Specialist
Blue Cross Blue Shield
01.2006 - 01.2008
Senior Pension Specialist
Fidelity Investments
01.2005 - 01.2006
Retirement Counselor
State of Georgia
01.1999 - 01.2005
Master of Business Administration -
Pfeiffer University
Bachelor of Arts - Criminal Justice -
University of Texas
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