Executive Management

JOSIE BATRES **** North Granada Avenue #**, Alhambra, CA 91801

Cellular: 310-***-**** email: ***********@*****.***

SUMMARY:

Skilled HR professional working closely with executive team to direct and execute superior Total Rewards systems aligned with the company’s business goals and operating plans. My objective is to lead the strategic design and execution of cutting edge programs that enhance employee value proposition, are cost effective and instill a culture of performance excellence in an organization.

PROFESSIONAL EXPERIENCE:

Trust Company of the West (TCW) (Asset Mgt. firm with ~$130B AUM, private, 560 employees) Los Angeles, CA

Director, Compensation and Corporate Benefits and HRIS - 04/2008 to 03/2013

• Provided strategic and operational leadership in the research, design, analysis, planning, implementation, administration and communication of compensation programs (cash, equity and executive compensation), corporate benefits, retirement programs, senior staff recruiting and HRIS implementation.

• Led the planning, analysis and administration of the annual compensation review process (including executive compensation and equity) for the firm, supervised 2 associates, advised executive and line management teams on rewards/pay strategies. Total compensation budget of ~$75M in salaries, ~$50M in bonus, ~$180M in other incentives along with equity.

• Worked directly with Executives and line managers to develop adequate talent portfolio strategies. Conducted target recruiting efforts via social networks, initiate corresponding offer strategies with a focus on preparing the organization for growth and attracting high caliber talent. Reduced recruiting fees by 50%.

• Managed a team of 2 Associates social media recruiting HRIS efforts and web based benefits administration open enrollment.

• Worked with Chief HR Officer to assess HR programs for 2013 during recent Carlyle acquisition. Assessment considered; looking at business mandates in light of HR programs, cost control and outsourcing of non core functions by leading RFP process with third party administrators; retirement, compensation and corporate benefits providers.

• Transformed the delivery of strategic compensation consulting services with business units and HR by introducing guidelines and analysis to resolve compensation proposals relating to: offer strategies, promotions, transfers, retention and exits, ensuring policies and practices aligned.

• Managed the annual compensation and benefits survey with McLagan Partners for use in competitive benchmarking of total remuneration programs. Proactively reviewed compensation trends gauging health of total rewards.

• Led benefits education efforts for the firm resulting in TCW receiving the prestigious P&I 2011 Eddy Award (award recognition in providing education to plan participants).

• Directed third party partners, negotiating agreements and communicating desired program needs for HRIS, corporate benefits and HR related consulting services.

• Led the HR Compliance and risk mitigation efforts relating to the Employee Retirement Income Security Act (ERISA), FMLA, ADA, COBRA, Worker’s Compensation, terminations and other applicable Labor laws and regulations and training with outside counsel. Ability to professionally represent company in litigation as the investigative/HR representative.

• Selected by executive management to lead HR related due diligence for acquisitions and start-up activities including harmonization of compensation, benefit programs, HRIS implementation, employee integration/orientation and communication.

• Successfully completed due diligence for two mergers in 3 months; including design, implementation and administration of severance programs to achieve cost savings and retention plans (incentive plans and LTIP) to secure future growth.

One West Bank (fka IndyMac Bank) (public, 3,000 employees) Pasadena, CA

Senior Compensation Manager - 06/2004 to 03/2008

• Manage the design, administration and effectiveness of the pay-for-performance plans, accountable for evaluating compensation programs in terms of perceived benefit to employees, corporate goals, cost, culture and retention.

• Developed officer total pay program (cash and equity). Utilized equity to design programs targeting high potential and critical leaders of the company. Demonstrated strength in managing executive pay practices relative to market.

• Managed all aspects of stock option program Administration, principal interface with executive team, finance, legal, third party administrator ensuring compliance with internal guidelines and SEC regulations.

• Partnered with legal and executive management to conduct HR audits on incentive plans, reviewed existing plans for compliance, consistency and competitiveness.

• Provided HR leadership for acquisitions, subsequent integrations, and reorganizations.

• Conceived and developed Total Compensation Statements.

• Developed communications and supervisor training on FLSA risk mitigation compliance process; worked with outside counsel ensuring process implemented was legally compliant.

The Walt Disney Company (public, worldwide) Glendale, CA

Senior Business Analyst Consultant - 08/2002 to 05/2004

• Managed business requirements for multi-currency business locations supporting financial reporting cycles.

• Led process improvement projects by defining business requirements processes to assist in the development and implementation of new reporting system.

• Prepared and delivered to senior management ad-hoc analysis to assist in setting up a P&L reporting system of worldwide products and promotional strategic initiatives.

Wells Fargo Foothill (fka Foothill Capital Corporation) (public, 3,800 employees) Santa Monica, CA

Senior Business Analyst - (Asset Based Lending Group) - 11/1998 to 07/2002

• Managed a team of analysts, developed metrics to gauge performance on assigned portfolios. Developed and implemented controls geared towards monitoring financial risk.

• Provided leadership to instill a results driven team by defining client-driven accountabilities.

• Successfully reduced company exposure by $25M on assigned portfolios.

• Provided advisory assistance to account management, marketing staff and clients.

• Conceived, planned, directed and managed reporting standards on accounts out of compliance.

Parsons Infrastructure & Technology Group (private, 10,000 + employees) Pasadena, CA

Senior Financial Analyst - 08/1995 to 11/1998

• Developed standard reports on activity based cost budgets for 20 business centers.

• Managed project budget status for executive review committee.

• Managed cost accounting on projects ranging from $10M to $75M for chemical disposal contract.

EDUCATION: Loyola Marymount University – B.S. Economics Los Angeles, CA

• Other training: Fundamentals of Stock Plan Administration, Wage and Hour Compliance, World at Work CCP candidate

Affiliations & Other:

• National Association of Stock Plan Professionals (NASPP)

• World at Work (WAW), CCP candidate

• Society for Human Resources Management (SHRM)

• Ability to lead HRIS systems conversion, RFP process, contract negotiations, implementation and training with providers.

• Software programs: MS Office, UltiPro, SAP, PeopleSoft, Salary.com, Equilar

Contact this candidate