Manager of Health & Welfare Plans

Direct the implementation of Health & Welfare plan initiatives as well as delivery of high-level customer service of NYU benefit plans for 6,500+ university employees and retirees, with a staff of 12. Ensure compliance with legal requirements, file 5500's and update summary plan descriptions. Identify technological resources / adaptations needed for efficient delivery of services.

Coordinated the implementation of a customer service call tracking system, designed to deliver improved service and track the resolution of customer inquires through successful completion.

Successfully led the Open Enrollment process for University plan participants including execution of print materials, website updates, data test and downloads to vendors.

Effectively transitioned an accounting/finance team into the Benefits Office from the Controller's Dept., to more effectively perform financial roles.

Directed the budgetary review process / fiscal close for benefits budget in excess of $110 million. Streamlined and improved the financial control procedures for the benefit programs.

Manage the development of communications materials for Open Enrollment, plan enhancements, and Employee Wellness Programs.

Manager of Health & Welfare, Planning & Design

Led all aspects of Health & Welfare planning and design, including compliance and vendor management, for plans costing $180+ million annually. Managed the renewal of contracts and reviewed RFIs and RFPs when marketing programs for bid. Managed financial and systems controls, including IT systems support.

Successfully integrated 1,800 employees into the firm's benefit plans as a result of a firm merger. Integration included extensive employee communication efforts, vendor negotiations and plan closings.


Led a team of benefit professionals through the development and implementation of a strategy to introduce more price transparency and consumerism into the medical plan, as a result, achieved savings of about $12 million in 2004 alone.


As Privacy Officer for the firm, assumed a lead role in ensuring plan compliance with HIPAA, ERISA, SOX, state and federal regulations.

In support of diversity initiatives, implemented new plan features such as: Backup Child Care, Maternity Leave, Adoption Assistance and Domestic Partner Medical Coverage.

Manager of Benefits Finance & Controls

As a member of the department's Medical Committee, provided financial analysis and management reporting to support plan design initiatives and carrier selection.


Achieved larger-than-expected savings in 1999 rate negotiations with managed care providers, enabling the company to extend benefit offerings to include a dental plan.

Contributed to successfully introducing and rolling out standardized point of service (POS) and dental plans nationwide.

Participated in the transfer of the firm's 401(k) plan funds to a new trustee, supporting key business initiatives and allowing the plan to upgrade to daily valuation.

Appointed as liaison to Information Services Division (ISD). Coordinated installation of programming for the conversion of the pension plan from a Defined Benefit to Defined Contribution plan. Developed specifications for ISD's use in programming new dental plan.

Senior Financial Analyst

Performed all aspects of financial analysis of the HR Division, including monthly review of division's P&L, annual budgeting process and examination of balance sheet accounts as related to benefit plan accounts.