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Work Background
CoAdvantageSenior Business Analyst
Dec. 2021Tampa, Florida, United States
Willis Towers WatsonBusiness Analyst III H&W
Sep. 2019 - Nov. 2021Charlotte, North Carolina, United StatesAdministering Health and Welfare Benefits, including Medical, Dental, Vision, Life, Accident, Spending Accounts for Active and Retiree populations. Primarily responsible for Reporting (Including Yearly OPEB Analysis), Payroll Deductions, Pension Deductions and Direct Billing of all benefits. Responsible for all Specifications and projects related to my role. Responsible for process imprpvement and monitoring all trasks associated with my role.
MercerTeam Lead H&W
Aug. 2018 - Aug. 2019Norwood, Massachusetts, United StatesLEad a team of 5 Business Analysts administering Health and Welfare Benefits. Served as first point of contact between the team and the client. Managed all aspects of processes and worked to help my direct reports improve and move toward their goals.
ConduentBusiness Analyst H&W
Aug. 2017 - Aug. 2018Cherry Hill, New Jersey, United StatesThird Party Administrator for Health and Welfare Benefits.
Mercer Management ConsultingClient Services Analyst III H&B
Aug. 2012 - Aug. 2017Norwood, MAMaintaining H&B Benefits Administration for a client with over 50,000 particpants including Medical, Dental, Vision, HSA, FSA, Life Insurance, ADD, RX, and retirement plans. Ensuring loading and accuracy of HRIS files, procesing carrier files, creating payroll files.
Handling Participant Issues and working as acontact for Client escalations regarding plan administration.
Leading and acting as SME for process improvement projects.
SimplexGrinnellSenior Payoll Accounting Clerk
May. 2011 - Aug. 2012Prepare specialized month-end payroll reporting- i.e.; payroll distribution, reporting hours worked for safety department, Weekly Severance Payments, Bi-Weekly PAC Program Deductions, Quarterly United Way Payment, Monthly Stock Option Invoices. Responsible for weekly 401K and other retirement program funding reconciliation to track variances between amounts processed and sent to Fidelity. Processes necessary adjustments through Fidelity's on-line system. Prepare monthly corporate reporting.
Monitored the payments of withholding and employer federal and State taxes to ensure they were paid in a timely fashion.
Prepare monthly reporting for SSRP/SERP Liability and Deferred Compensation wire reconciliations.
Provide annual audit information and reconciliation for 401K/SSRP/Mercer Wages/Worker's Comp.
SOX compliance - Interfacing with internal and external auditors and reviewing key controls, business process walkthroughs and testing.
Citizens BankPayroll Specialist
Apr. 2011 - May. 2011Worked as a resource for the Payroll department on various payroll functions including Time and Labor processing, various project work, and general payroll processing.
Sun Life FinancialPayroll Tax Specialist
Sep. 2010 - Apr. 2011As the main contact for ADP, monitored the payroll function for accuracy and proper payment for 3,300 employees in 34 different states and worked with ADP to solve discrepancies.
Ensured all payroll expenses were paid and accounted for correctly on the General Ledger.
Saved the company nearly $500,000 in COBRA subsidy and New Hire Tax Credits that were missed in previous quarters.
Audited and recommended changes in I-9 collection and processing to ensure the company compliance and how to implement the changes in Peoplesoft HR system
Processed Expatriate Payroll for US employees working in Canada and Ireland and ensured all taxes and earnings paid were recorded correctly per IRS regulations.
Provided Financial department with Bi-weekly, Monthly, and Quarterly reports as requested.
Harpers PayrollPayroll Service Manager
Apr. 2010 - Aug. 2010Worked with Millennium payroll system and general payroll to answer tax questions for over 200 clients. Processed weekly/biweekly/semi-monthly and monthly payroll cycles for clients which included payroll functions, such as Benefit Accruals and generating Payroll Reports.
Developed payroll journal entries for multiple clients using their existing General Ledger numbers.
Educated clients on the Hire Act and COBRA Subsidy laws and explained how they affected Quarterly 941 filings.
Entercom Boston LLCAccounts Payable
Jun. 2009 - Apr. 2010Performed Accounts Payable function for five radio stations in New England to ensure accuracy and timeliness of all payments
Calculated State Sales/Use tax payments as well as Performers state tax withholdings for celebrity guests and processed all 1099 paperwork for vendors.
Fidelity InvestmentsSix Sigma Green Belt-HR Process Excellence
Jun. 2007 - Oct. 2008Assisted Six Sigma Master Black Belts and Black Belts on Process Improvement initiatives using the DMAIC and Lean Six Sigma project management techniques and hosting Kaizen events. Projects were designed to improve the customer experience and make internal processes more efficient regarding Customer Escalations, LOA processing, Payroll Deductions, Tax Calculations and Account Access.
Served as subject matter expert for projects regarding Customer Service Department for Payroll, Human Resources, Authentication, Tax and LOA issues
Trained associates in new process methods developed through project designs in all of the Customer Service locations
Strategic AccountingPayroll and Tax Specialist
Jan. 2006 - Mar. 2012This is a two person company. We assist individuals and companies in all aspects of accounting and taxes. My business partner is an Enrolled Agent with the IRS and can represent our clients in court should the need arise. Looking to branch into HR world as well.
Fidelity InvestmentsSenior Customer Service Representative II
Oct. 2004 - Jun. 2007
PC ConnectionAccount Manager
Mar. 2000 - Jun. 2003
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