Senior Director Cincinnati, OHConvergys Corporation/Jul 2013 to Dec 2017
Directed the design of all retirement/pension and health/welfare benefit plans globally, ensuring compliance with business strategy and all legal requirements.
Led transition of US healthcare plans to private insurance exchange in response to Affordable Care Act impact; mitigated several million dollars in claim exposure.
Led global benefit plan harmonization as part of recent major acquisition, achieving a cost-neutral result; performed due diligence of benefit programs of potential merger/acquisition companies.
Supported the Secretary of the Compensation and Benefits Committee of the Board of Directors by performing necessary analysis and providing/validating information required for public disclosure on top executives of the company.
Directed the negotiation of rates and contracts for all benefit plans across the globe; coordinated these negotiations through local HR representatives on an international basis.
Managed the assigned consulting firm in planning benefit programs with various carriers/vendors.
Planned and designed post-retirement health and welfare plans for retirees; managed the benefits actuarial firm regarding the design and cost structure for retirees and the company; migrated post-65 retirees to individual medical exchange significantly reducing FAS liability on the company's Balance Sheet.
Managed execution of company's decision to freeze corporate pension plan.
Managed conversion/implementation of company's 401(k), nonqualified deferred compensation and long-term equity plans to new administrator.
Monitored competitive trends in benefits, evaluated company programs, recommended additions/changes to senior management.
Director Cincinnati, OHCHILDREN'S HOSPITAL MEDICAL CENTER/Feb 2009 to Jul 2013
Developed and directed the design and strategy of all retirement/pension and health/welfare benefit plans; established governance process to ensure compliance with all legal requirements.
Key HR stakeholder in enterprise-wide Value Initiative executing strategies yielding $17M in savings over 5 years.
Presented to, and obtained support from, Board/Executive Committee on benefit initiatives supporting corporate strategy.
Redesigned self-funded medical plan offerings that reduced trend from 16% to 5% in three years through introduction of consumer-directed health plan and employee education.
Conducted RFP to select a single healthcare provider and further consolidate plan offerings.
Implemented and transitioned retiree medical plan to private individual health exchange reducing FAS liability by $3M.
Implemented a formal branded wellness program and population health management strategy to address health status of employee population.
Conducted a dependent eligibility audit on all health plans yielding a savings of $1.6M.
Redesigned and implemented new Leave Management programs that offer richer benefit to employees while simplifying administration.
Conducted RFP to consolidate five vendors into a sole recordkeeper for newly established defined contribution retirement plan, improving compliance and reducing employee fees.
Outsourced Tuition Reimbursement program to achieve cost savings while providing enhanced career development benefits to employees.
Established a formal Employee Benefits Committee as part of good governance best practices with fiduciary responsibility over benefit plan administrative matters.
Played a key role in redesigning executive supplemental deferred compensation plan.
Developed strategy for improved education and communication of Total Reward programs, including online Total Reward Statements, online Total Rewards and Wellness newsletters, revamped employee benefits portal on company intranet site, use of social media such as a Benefits blog, Twitter and Facebook, and targeted participant education material.
Benefits Specialist Chiquita Brands InternationalNov 1996 to Oct 1998
Benefits Manager Citicasters, IncFeb 1996 to Aug 1996
Education and Training
Masters: Business AdministrationXavier UniversityDecember 1997Business Administration
Bachelor: Business Administration - FinanceUniversity of CincinnatiDecember 1990Business Administration - Finance
International Foundation of Employee Benefit Plans
Certified Employee Benefits Specialist (CEBS)December 2009
Activities and Honors
Successful senior-level HR professional with 20+ years of progressive experience in the Total Rewards/Employee Benefits arena. A strategic thinker offering innovative solutions to achieve positive results. Highly effective planning, organizational and communication skills. Demonstrated ability to instill a common vision and develop a dynamic and empowered team based on trust and mutual respect.