Tracee Lewis

Virtual Assistant/HR Professional/Payroll Professional

  • Profile Created:
  • 5 years ago

Candidate Description

Tracee Lewis, PHR

Payroll | Human Resources | Benefit & Leave Administration

  • Innovative and accomplished professional with 15 years of Human Resources experience.
  • Outstanding strategist recognized for developing programs and implementing process improvements that enhance business operations.
  • Exceptional communication, interpersonal and leadership skills; excels in challenging and deadline-driven environments. 

 Professional Experience

 Enova Financial             2014-2016

 Benefit Specialist

 

  • Processed quick calculations for severance payments, QMSCO’s, death benefit claims. LTD claims and PTO payouts.
  • Assisted Payroll Manager in creating a payroll manual.
  • Responsible for monthly benefit reconciliation and billing,401(k) reconciliation, and funding as well as data analysis of plans and report generation.Monitored vendor leave notifications to ensure compliance with Federal, State and company guidelines.   
  • Collaborated with the vendor to resolve issues through weekly calls and follow up.
  • Established leave notification processes which helped managers and HR to remain updated on associate’s time away from work.
  • Co-developed an FMLA analytic tool to track trends within employment-population.
  • Led the removal of pregnancy pre-existing condition clause from the STD plan.
  • Researched and implemented benefit plan changes to attract and retain associates.
  • Performed bi-weekly audit of payroll to ensure the accuracy of deductions, LOA pay, and 401(k) contributions.
  • Calculated Deductions in Arrears for associates returning from LOA.
  • Assisted with payroll preview before payroll submission.
  • Ensured compliance of benefit programs with various local, state federal and governmental regulations including ACA, HIPAA, ERISA reporting, disclosure requirements and annual filings (such as 5500s).
  • Ensured all benefit plan documents, summary plan descriptions, booklets are accurate and current and posted on company intranet and benefit guides.

 

Pierce & Associates              2012-2014

HR Generalist

  • Administered FMLA & Leave of Absence requests internally, including but not limited to: arranging sessions with employees about types of leaves and certification. Composed federal and state regulated leave specific letters. 
  • Processed medical certifications and made necessary follow up calls to employee or doctors’ office.
  • Tracked certification requirements and deadlines, leave usage, PTO usage, and short term disability payments in conjunction with FMLA and other leave of absences.
  • Maintained all federal and state postings of leaves physically and on the company intranet. 
  • Backed up to Payroll Manager, processed payroll, including importing time data and other import files.
  • Performed monthly audits of benefit plans, requested check request and biweekly funding for 401(k) plan.
  • Led renewal negotiation meetings regarding premiums for self-funded medical/dental plans.
  • Implemented an online benefits enrollment system.
  • Led Annual Open Enrollment and ongoing enrollment.
  • Resolved employee relation issues by mediating and investigating disputes.
  • Evaluated and classified each position and structured pay within the organization by collaborating with the manager.  
  • Compiled data for annual Form 5500 filings.

Fiserv                   2005-2010

HR Generalist

  • Liaison between employee and third party administrator for FMLA/leave of absence requests, resolving issues, such as incorrect status, hours worked, amount of time needed away from work, and time reported away from work.
  • Monitored weekly reports to update leave status, amount of leave time remaining and third-party sick pay. 
  • Initiated policies to secure SAS70/ISO 9000 certifications.
  • Revamped employee handbook.
  • Led Open Enrollment and ongoing enrollment.
  • Restructured the new-hire orientation program.
  • Introduced a new performance review program.

Career Note:

Benefits/Payroll Specialist, Federal Home Loan Bank of Chicago, Chicago, IL (2001-2005)

Education & Certifications

BS in Public Relations, Roosevelt University, Chicago, IL, 1999
PHR (Professional in Human Resources) Certification, 2011-2017

Memberships & Affiliations

Member, Society for Human Resource Management (SHRM)

Software

Microsoft Office

Quickbooks Pro

ADP Workforce Now

Ceridian HPL & Dayforce

Paylocity

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