Experience

Kaizen Human Capital

• United States
• Business Consulting and Services
• 1 - 100 Employee

• HR Consultant

  • Mar 2023 - Present

  Projects include development of non-fraternization policy, Simple IRA program changes, writing HR blog articles, SOC 2 and international tax vendor searches, worker’s compensation claim recommendation, enrollment accuracy audit of three computer systems, and advisement on COBRA responsibilities during acquisition situation, benefit plan documentation, documentation of enrollment processes, completion of various compliance-related forms such as 5500s, RMD, negotiating new service provider… Show more Projects include development of non-fraternization policy, Simple IRA program changes, writing HR blog articles, SOC 2 and international tax vendor searches, worker’s compensation claim recommendation, enrollment accuracy audit of three computer systems, and advisement on COBRA responsibilities during acquisition situation, benefit plan documentation, documentation of enrollment processes, completion of various compliance-related forms such as 5500s, RMD, negotiating new service provider contracts and facilitating annual enrollment, developing a learning curriculum including content development, LMS implementation, and learning paths. Show less



RCR Consulting Group, LLC

• United States
• Human Resources Services
• 1 - 100 Employee

• HR Consultant

  • Mar 2023 - Present

  Projects include development of non-fraternization policy, Simple IRA program changes, writing HR blog articles, SOC 2 and international tax vendor searches, worker’s compensation claim recommendation, enrollment accuracy audit of three computer systems, and advisement on COBRA responsibilities during acquisition situation, benefit plan documentation, documentation of enrollment processes, completion of various compliance-related forms such as 5500s, RMD, negotiating new service provider… Show more Projects include development of non-fraternization policy, Simple IRA program changes, writing HR blog articles, SOC 2 and international tax vendor searches, worker’s compensation claim recommendation, enrollment accuracy audit of three computer systems, and advisement on COBRA responsibilities during acquisition situation, benefit plan documentation, documentation of enrollment processes, completion of various compliance-related forms such as 5500s, RMD, negotiating new service provider contracts and facilitating annual enrollment, developing a learning curriculum including content development, LMS implementation, and learning paths. Show less



Outside The Box HR

• Human Resources

• HR Consultant

  • Aug 2017 - Present

  Global Provide HR strategic, operational and organizational development consulting services to public and private, government and non-profit employers. Helped employers design or re-design their HR department to be more efficient, effective, and inclusive. Managed business processes including core HCM, payroll, benefits, compensation, talent and performance management, recruiting, diversity reporting, professional licensing and employee scheduling. Led the HR/HRIS implementation of a start-up joint… Show more Provide HR strategic, operational and organizational development consulting services to public and private, government and non-profit employers. Helped employers design or re-design their HR department to be more efficient, effective, and inclusive. Managed business processes including core HCM, payroll, benefits, compensation, talent and performance management, recruiting, diversity reporting, professional licensing and employee scheduling. Led the HR/HRIS implementation of a start-up joint venture between two organizations. Responsible for design of HR policies, processes and systems including developing strategic HR/HRIS direction, project management, HRIS systems implementation, vendor relationships and change management. Transitioned from Workday and many legacy systems to SAP SuccessFactors EC/ECP, Kronos, Kanexa, Concur, IEX, Cornerstone, Alight Benefits and Fidelity. Alight Benefits implementation included voluntary, medical, dental, life, disability, wellness, vision, FSA and HSA benefits. Created needed interfaces between all of these systems and several continuing legacy systems. Business processes included core HCM, payroll, benefits, compensation, talent and performance management, recruiting, diversity reporting, professional licensing and employee scheduling. Show less



BBA Aviation

• United Kingdom
• Banking

• Director of Health and Welfare Benefits, North America

  • Jun 2011 - Apr 2017

  Orlando, Florida Area Responsible for management of health, welfare and retirement benefit programs including strategy, operations, technology, communications, open enrollment, compliance, auditing, employee relations and vendor management. Managed more than 60 major benefit program improvements and 250 major organizational changes during mergers, acquisitions, new business contracting and union CBA renewals. Developed global benefits management policies and procedures. Led HR/HRIS projects such as employee focus… Show more Responsible for management of health, welfare and retirement benefit programs including strategy, operations, technology, communications, open enrollment, compliance, auditing, employee relations and vendor management. Managed more than 60 major benefit program improvements and 250 major organizational changes during mergers, acquisitions, new business contracting and union CBA renewals. Developed global benefits management policies and procedures. Led HR/HRIS projects such as employee focus groups and surveys, re-design of total rewards program, consolidation of leave and paid-time-off policies, transition of HRIS system from Infinium to Oracle, and restructuring of workflow and union CBAs to minimize labor cost while remaining compliant with Affordable Care Act legislation. Show less



BenRx, Inc.

• United States
• Book and Periodical Publishing

• Senior Consultant

  • 2009 - 2011

  Led the design and implementation of HR/HRIS, operational and client management processes for a start-up consulting firm including tools and resources for time-tracking, project management, call center management, product development, company website, product marketing and client management. Also acted as a senior-level consultant advising clients on benefits and HR strategy including RFP process management, vendor management, business case development, employee benefit surveys, and complex… Show more Led the design and implementation of HR/HRIS, operational and client management processes for a start-up consulting firm including tools and resources for time-tracking, project management, call center management, product development, company website, product marketing and client management. Also acted as a senior-level consultant advising clients on benefits and HR strategy including RFP process management, vendor management, business case development, employee benefit surveys, and complex financial and claim analysis. Show less



Caraustar Industries, Inc.

• United States
• 1 - 100 Employee

• Corporate Manager, Health and Welfare Plans

  • 2004 - 2009

  Led day-to-day administration of benefit programs, Ensured all health and welfare plans complied with state and federal regulations, including ERISA, HIPAA, COBRA, and IRS Code Sections 125 and 105(c). Conducted monthly teleconference training seminars for HR. Directed open enrollment, including planning, communicating, managing, and ensuring efficiency and effectiveness of event. Managed ongoing relationships with external vendors and consultants. Managed benefits for more than 30 union… Show more Led day-to-day administration of benefit programs, Ensured all health and welfare plans complied with state and federal regulations, including ERISA, HIPAA, COBRA, and IRS Code Sections 125 and 105(c). Conducted monthly teleconference training seminars for HR. Directed open enrollment, including planning, communicating, managing, and ensuring efficiency and effectiveness of event. Managed ongoing relationships with external vendors and consultants. Managed benefits for more than 30 union contracts. Show less



Mercer Human Resource Consulting

• United Kingdom
• Business Consulting and Services

• Consultant

  • 2000 - 2003

  Responsible for project management, budgeting, scoping, and business development for clients from 200-30,000 lives. Supervised projects involving claim analysis, credits and price tags for flexible benefit plans, renewal analysis and negotiation, vendor procurements, setting accrual rates for COBRA or FAS 106 purposes, benefit plan design and strategy, contribution analysis, benchmarking, vendor management and managed care strategy, benchmarking, and cost/expense management strategy. Guided… Show more Responsible for project management, budgeting, scoping, and business development for clients from 200-30,000 lives. Supervised projects involving claim analysis, credits and price tags for flexible benefit plans, renewal analysis and negotiation, vendor procurements, setting accrual rates for COBRA or FAS 106 purposes, benefit plan design and strategy, contribution analysis, benchmarking, vendor management and managed care strategy, benchmarking, and cost/expense management strategy. Guided clients through plan consolidation, merger/acquisition, vendor selection/management, union negotiations, national and/or global benefit strategy, plan implementation and monitoring of plan financial performance. Designed and implemented business processes and technological tools to monitor and manage workflow capacity, measure employee skill levels, and align staffing/training opportunities with individual career goals. Show less