Lulu Li
Operations Manager at Meridian Finance Group- Claim this Profile
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English Native or bilingual proficiency
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Chinese Native or bilingual proficiency
Topline Score
Bio
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Credentials
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The CPSP Credential Program
Certified Plan Sponsor ProfessionalNov, 2021- Sep, 2024 -
Firehose Software Engineering Program
theFirehoseProject
Experience
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Meridian Finance Group
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United States
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Financial Services
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1 - 100 Employee
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Operations Manager
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Feb 2020 - Present
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Vice President of Administration
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Apr 2019 - Feb 2020
Function as strategic advisor for the Board. Handle critical problems pertaining to business functions. Formulate long-term partnerships with third party administrators and management companies. Maintain strong and mutually beneficial relationships with key stakeholders and senior team members to ensure efficient working of the organization. Managing operations, tasks include but are not limited to: Managing accounting including banking, payroll, and expenses; HR functions: including employee reviews, issues, handbook, PTO, benefits; Making sure company filings, licenses, permits, and Surplus lines filings and taxes are all up-to-date; Managing IT, SEO, insurance, office lease, miscellaneous contracts, etc. Show less
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Operations Manager
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Feb 2018 - Feb 2020
Work closely with the Officers of the company and staff to understand any operations issues and to identify solutions. Handle HR tasks like preparing payroll and 401K contributions, keeping track of staff PTO, all staff disciplinary actions and meetings. Oversee daily operations, solve any miscellaneous issues. Conduct interviews for all new employees. Main contact for all administrative relationships. Review monthly reports for carriers and generate surplus lines reports for the states. Work closely with the Officers of the company and staff to understand any operations issues and to identify solutions. Handle HR tasks like preparing payroll and 401K contributions, keeping track of staff PTO, all staff disciplinary actions and meetings. Oversee daily operations, solve any miscellaneous issues. Conduct interviews for all new employees. Main contact for all administrative relationships. Review monthly reports for carriers and generate surplus lines reports for the states.
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CombiPhos Catalysts, Inc.
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United States
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Chemical Manufacturing
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1 - 100 Employee
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Office Manager
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Nov 2014 - Feb 2018
Supports company operations by maintaining office systems and supervising staff. Actively manages company website, which includes tasks such as updating product details and images, front page, newsletters, eCommerce, and more. Maintains office services by organizing office operations and procedures; preparing payroll; controlling correspondence; designing filing systems; reviewing and approving supply requisitions; assigning and monitoring clerical functions. Maintains office efficiency by planning and implementing office systems, layouts, and equipment procurement. Completes operational requirements by scheduling and assigning employees; following up on work results. Keeps management informed by reviewing and analyzing special reports; summarizing information; identifying trends. Show less
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LabCorp
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United States
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Hospitals and Health Care
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700 & Above Employee
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Extraction Technologist
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May 2013 - Oct 2014
Isolate specific drugs from urine samples following the Standard Operating Procedures for the Forensic Toxicology Department at LabCorp. Train new employees for extraction. Maintain and update the Chain of Custody. Make reagents for extraction process. Isolate specific drugs from urine samples following the Standard Operating Procedures for the Forensic Toxicology Department at LabCorp. Train new employees for extraction. Maintain and update the Chain of Custody. Make reagents for extraction process.
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Education
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Grand Canyon University
Master of Public Health (MPH), Master of Public Health -
Rider University
Bachelors Degree, Biochemistry