Experience

Guardant Health

• United States
• Biotechnology Research
• 700 & Above Employee

• Senior Benefits Manager

  • Jan 2022 - Present



Guidewire Software

• United States
• Software Development
• 700 & Above Employee

• Senior Manager, US Benefits

  • Dec 2019 - Sep 2021

  • Implemented 16-week global paid family leave program to 2500 employees in 18 countries, replacing 6-week US-only program • Benchmarked all US benefit programs against market, recommended improvements where programs were below bench, establishing multi-year path to adopting updates • Implemented global $300 wellness reimbursement benefit program • Successfully managed 401(k) annual audits, annual employer match true-up, non-discrimination testing, 5500 reporting, quarterly 401(k)… Show more • Implemented 16-week global paid family leave program to 2500 employees in 18 countries, replacing 6-week US-only program • Benchmarked all US benefit programs against market, recommended improvements where programs were below bench, establishing multi-year path to adopting updates • Implemented global $300 wellness reimbursement benefit program • Successfully managed 401(k) annual audits, annual employer match true-up, non-discrimination testing, 5500 reporting, quarterly 401(k) committee meetings, and implementation of after-tax deferral • Led Open Enrollment, communicated benefit design updates, held employee meetings and managed dual-year processing through Workday • Overhauled benefit vendor invoice processing, establishing tracking process and cost history • Engaged Purchasing and Legal teams to review, renew and onboard vendor contracts • Maintained SharePoint intranet benefit site, keeping information on benefit programs current • Supported Tier 1-3 employee inquiries and escalations • Monitored self-funding status of medical, dental and vision plans • Managed to $30M fringe budget, working closely with finance and accounting on annual budgeting Show less • Implemented 16-week global paid family leave program to 2500 employees in 18 countries, replacing 6-week US-only program • Benchmarked all US benefit programs against market, recommended improvements where programs were below bench, establishing multi-year path to adopting updates • Implemented global $300 wellness reimbursement benefit program • Successfully managed 401(k) annual audits, annual employer match true-up, non-discrimination testing, 5500 reporting, quarterly 401(k)… Show more • Implemented 16-week global paid family leave program to 2500 employees in 18 countries, replacing 6-week US-only program • Benchmarked all US benefit programs against market, recommended improvements where programs were below bench, establishing multi-year path to adopting updates • Implemented global $300 wellness reimbursement benefit program • Successfully managed 401(k) annual audits, annual employer match true-up, non-discrimination testing, 5500 reporting, quarterly 401(k) committee meetings, and implementation of after-tax deferral • Led Open Enrollment, communicated benefit design updates, held employee meetings and managed dual-year processing through Workday • Overhauled benefit vendor invoice processing, establishing tracking process and cost history • Engaged Purchasing and Legal teams to review, renew and onboard vendor contracts • Maintained SharePoint intranet benefit site, keeping information on benefit programs current • Supported Tier 1-3 employee inquiries and escalations • Monitored self-funding status of medical, dental and vision plans • Managed to $30M fringe budget, working closely with finance and accounting on annual budgeting Show less



Morneau Shepell

• Canada
• Human Resources Services
• 700 & Above Employee

• Benefits Operations Director

  • Sep 2019 - Dec 2019

  Morneau Shepell acquired my division from Mercer; I worked in the same role and performed the same duties as when working for Mercer. Morneau Shepell acquired my division from Mercer; I worked in the same role and performed the same duties as when working for Mercer.



Mercer

• United States
• Professional Services
• 700 & Above Employee

• Benefit Operations Director

  • Mar 2006 - Aug 2019

  • Expertly managed and delivered benefits administration for clients’ pension plans and their Health and Benefits plans up to 100,000 lives • Audited client’s Service Level Agreement Contract against performance dashboard data from last 2 years; identifying over $20,000 in credits owed to client • Executed a six-month data clean-up project reconciling over 1000 HSA employee and employer contributions between multiple company systems using SQL and Excel; corrected hundreds of employee… Show more • Expertly managed and delivered benefits administration for clients’ pension plans and their Health and Benefits plans up to 100,000 lives • Audited client’s Service Level Agreement Contract against performance dashboard data from last 2 years; identifying over $20,000 in credits owed to client • Executed a six-month data clean-up project reconciling over 1000 HSA employee and employer contributions between multiple company systems using SQL and Excel; corrected hundreds of employee HSA accounts saving the company over $50,000 in overpayments • Developed and delivered monthly PowerPoint governance reports to key client personnel; showcasing employee population plan trends, project successes, and issue resolutions that contributed to 15 months of successful client satisfaction scores • Engaged in project to review programming and test output of required ACA reporting ensuring health clients were in compliance within mandated government deadlines • Composed SQL queries that extract thousands pension calculation data elements from database for a Terminated Vested Cash Out Project that contributed additional revenue of over $200,000 • Recruited to work on a national team to develop, test and roll-out an overall client health KPI dashboard that continues to be reviewed weekly by Mercer’s leadership group to quickly gage client status

• Benefit Operations Team Leader

  • Mar 2003 - Mar 2006

  • Promoted from Analyst to Team Leader within 1 year of hire due to exemplary performance • Rescued a dissatisfied client engagement with over $850,000 in annual contract revenue; implemented improvement plan, redesigned processes that increased internal audit scores from 45% to over 90%, retrained team and project managed a twelve-month data clean-up project that resulted in a multi-year contract extension • Utilized depth of industry knowledge to identify and correct an administrative… Show more • Promoted from Analyst to Team Leader within 1 year of hire due to exemplary performance • Rescued a dissatisfied client engagement with over $850,000 in annual contract revenue; implemented improvement plan, redesigned processes that increased internal audit scores from 45% to over 90%, retrained team and project managed a twelve-month data clean-up project that resulted in a multi-year contract extension • Utilized depth of industry knowledge to identify and correct an administrative system issue that generated incorrect 1099-R distribution codes across all clients; resulting in developing compliance materials and providing training to all staff on usage of proper distribution codes



Mellon HR Solutions

• United States
• Human Resources Services

• Consultant

  • Jan 2001 - Mar 2003

  • Successfully transferred millions of records between DB2, UNIX, and Sybase system environments for a defined benefit plan merger using SAS • Developed new processes and data flows; refined existing processes and jobs for client teams to increase efficiencies by rewriting mainframe jobs in SAS reducing process runtimes by over 50% • Streamlined processing of third-party data feeds that generated $80,000 in annual cost savings

• Associate

  • Mar 1998 - Jan 2001

  • Promoted from Analyst to Consultant in the Technology group after showing initiative to engage in 60 hours of computer based training to develop required technical skill set background required for the position • Successfully passed CEBS 3 Retirement course • Oversaw 401(k) administration for multiple clients; processing participant enrollments, contributions, investment transfers, loan requests, and plan distribution



Fifth Third Bank

• United States
• Financial Services
• 700 & Above Employee

• 401(k) Analyst

  • Dec 1995 - Mar 1998

  401(k) Administration, daily valuations, loans, distributions and Non-Discrimination Testing 401(k) Administration, daily valuations, loans, distributions and Non-Discrimination Testing