KAREN A. KENT
P. O. Box ***** Jacksonville, FL **241-4742 / E-mail:
abkxl8@r.postjobfree.com / Phone: 904-***-****
CAREER OBJECTIVE & SUMMARY
An accomplished professional with experience in Payroll Administration,
Retirement Plan Processing, Flexible Benefit Plan Administration, HRAs,
HSAs, Transportation Benefits, Flex-Cards, Billing, Collections & Payment
Application, Employee & Customer Service and Training. Results achieved
through computer experience, creative planning, organizational and
communication skills, analytical abilities, flexibility, ability to multi-
task, quick learning capabilities and ability to readily adjust to a
changing environment.
EDUCATION
1993 - 2004 American Society of Pension Actuaries (ASPA) - Several Pension
related courses
Dec - 1989 Alverno College, Milwaukee, WI - Double Major - B.A.
Business Administration and Communications
1982 - 1983 Milwaukee School of Engineering (MSOE), Milwaukee, WI (GPA
3.5) -- Computer Science Courses: Advanced Programming &
Applications, Introduction to Systems and Basic Programming Courses
WORK EXPERIENCE PROFILE
Industry Experience:
. Banking- Trust Company &
Technology Industry
. Insurance Industry
. Retail Industry
. Third Party Administrator (TPA Firm)
. Utilities
Work Experience Overview:
PAYROLL / FINANCE / HUMAN RESOURCE & EMPLOYEE BENEFITS EXPERIENCE
FLEX BENEFITS & RETIREMENT PLAN PROCESSING - Corporate, TPA and Trust Co.
ACCOUNTS RECEIVABLE-BILLING, COLLECTIONS & PAYMENT PROCESSING - TPA Firm &
Corporate
. 401(k) / 403(b) Plan, Profit Sharing, Retirement Plan & Flexible Benefit
Plan (POP, FSA, HRA, HSA, Transportation) administration and processing,
including extensive benefit research and documentation; claims,
distribution and loan processing; & QDRO development & processing
. Benefit administration - including a Flexible Benefit environment
. 940s, 941s, 945s, 1099-Rs and W-2 Form processing - Payroll
reconciliation and preparation of tax returns and forms.
. 5500 Form & applicable schedule preparation for Pension Plans & Cafeteria
Plans. Known as the 5500 Form "guru".
. Accounts Receivable - Billing, Collections, account reconciliation and
payment application (both manual & by daily lockbox; processed requests
for W-9 forms.
. Audit & Reconciliation Experience with Public Accounting Firms- Payroll,
Benefits, Trust Accounting/ Financial Statements & Pension Plan Audits.
. Communications - development of benefits related communication materials,
including all open enrollment materials, booklets and newsletters,
retiree newsletters, Summary Plan Descriptions (SPDs) and a recruitment
brochure/booklet.
. COBRA & ERISA Mailings / Plan Document, including Summary Plan
Description preparation.
. Customer & Employee Service (All Levels of Employees & Customers,
including owners of companies, VPs, doctors & attorneys)
. Documentation of training materials for departmental jobs / tasks,
Employee Handbooks and Recruitment Brochures
. Journal Entry Creation / General Ledger Reconciliation
. Payroll administration - multiple-state (34 states) tax reporting,
relocation expense and flexible benefit reporting; timecard calculation;
shift differential experience and bonus/ commission calculation
experience. Implementation project experience.
. Relocation experience
. Speaker at open enrollment and pre-retirement meetings; Experienced
trainer, with much patience
Computer Skills / Software Package Experience:
. Acrobat Reader
. HP Director (Copy and Scanner) Internet Explorer
. Lotus Notes, Outlook & Hotmail
. Lotus 123; & Corel Quattro Pro
. Microsoft Excel; Microsoft WORD; WordPerfect
. PeopleSoft Financials- Billing, Collections & A/R, including payment
application (manual & lockbox)
. PeopleSoft - Payroll, HR, Benefits and 401(k) Plan processing
. Timeslips - Billing, Collections & A/R
. VPN Remote - off site connection
. Windows Prof 2000; XP & Vista
. Human Resource / Benefit and Payroll Related Software:
> ADP, Ceridian and Paychex Integrated Human Resource & Payroll Systems;
> Beeline and TimeKron Suite Time Management Software/SoftTime Attendance
Control - Time and Attendance software --an exporting system which
allows an employer to export to most major payroll systems (Software
Techniques, Inc.) - allows employees to manage their timecards from
their own desks or remotely.
> INSCI Integrated HR & Payroll System (Information Science, Inc., later
acquired by Computer Associates);
> PeopleSoft - Financials, HR / Benefits & Payroll Software - Payroll, HR,
Benefits and 401(k) Plan processing;
> Relius / AutoDoc Pension Plan and Cafeteria Plan (Section 125) - Plan
Document Software, including Relius Federal Form 5500 and 1099-R
software;
> Several in-house payroll systems;
> Tesseract Integrated Human Resource & Payroll System, including TALX-
supported interfaces to Payroll & HR applications- allows self-
service capabilities for Payroll, Benefits and HR applications along with
system administration.
Karen A. Kent - Resume
Page 2
WORK HISTORY
7/2009 - 4/2010 Winn-Dixie Stores, Inc. - Jacksonville, FL.
Sr. Benefits Analyst
A member of the flexible benefit team, responsible for assisting in 401(k)
Plan administration and reporting for over 55,000 employees; MSP payment
processing; and relocation administration and reporting. Developed and
processed monthly 401(k) Plan and Relocation related dash-board reports for
Finance and executive staff. Identified and resolved several 401(k) Plan
issues and worked closely with the IT team and TPA to pro-actively resolve
system issues related to 401(k) and payroll processing.
1993 - 6/30/2007 All one company -- MBI Benefits (Subsidiary of Metavante
Corporation); - Relocated due to husband's job.
METAVANTE CORPORATION (Subsidiary of M&I Marshall & Ilsley
Bank);
METAVANTE RETIREMENT PLAN SERVICES, Brown Deer, WI (previously
named BENEPLAN, INC. (TPA Firm), Wauwatosa, WI)
Financial Analyst - Accounts Receivable & Collections for Metavante
Corporate & MBI Benefits:
Primary responsibilities have included the timely collections of
approximately $37M - $44M of the total corporate Accounts Receivable and
keeping this outstanding A/R within or preferably below the corporate
goals. Was able to obtain this goal within six months, without write offs
(due to age) of outstanding A/R well over 120 days aged. Revised existing
reporting and responsible for monthly management/executive level reporting
for all corporate A/R, with collection codes, reasons of why invoices were
outstanding and targeted resolution and/or payment dates.
Account Manager/Plan Document Specialist/& Billing & Collections Analyst
for BenePlan and Metavante Retirement Services:
Team member responsible for providing Third Party Administration (TPA)
services to over 5,000 companies across the U.S, which included preparation
of "signature ready" Federal 5500 forms. Because of my ability to multi-
task, my job included several titles, which was eventually noticed by
Metavante management who asked that I transfer over to Corporate Accounts
Receivable & Collections, while continuing to manage the largest account
for Metavante Retirement Services.
1991 to 1993 WISCONSIN ELECTRIC POWER COMPANY (WE Energies)
Associate - Benefits Administration (Supervisor)
A member of the flexible benefit conversion project, successfully
implemented in six months. Administered a flexible benefit program for
approximately 9,000 retirees and survivors, executive staff, management and
five different union groups of employees in multiple facilities.
Implemented a new retiree/survivor prescription drug program within 25% of
the normal time frame. Developed, wrote and edited quarterly
Retiree/Survivor Newsletters and benefit communication materials, including
a recruitment booklet and brochure used by Human Resources. Re-designed the
Summary Annual Reports (SARs) for management and five different union
groups, reducing processing time by more than 50%.
1989 to 1991 NORWEST INVESTMENTS AND TRUST COMPANY (previously First
Interstate Bank & Trust Company, purchased by Norwest)--
Presently Wells Fargo Bank & Trust Company
Participant Accounting Supervisor - Employee Benefits
Set up and supervised a participant recordkeeping department of 4
employees, responsible for Retirement Plan Processing & Administration for
over 250 Pension, 401(k), ESOP, Deferred Salary and Savings plans (total
market value of approximately $136 million, 8,955 participants). Using
Word Perfect, Lotus 123, my basic programming skills and employee benefits
and payroll knowledge, I enabled my department to eliminate considerable
backlog within three months and triple financial reporting capabilities and
customized benefit statement production at a 99% quality effectiveness
level within one year. This resulted in improved internal and external
customer service.
1988 & Prior TIME INSURANCE COMPANY (presently, Assurant Health)
Payroll Supervisor
BLUE CROSS & BLUE SHIELD UNITED OF WISCONSIN (Presently Anthem
Insurance Companies)
Project Analyst- Systems Support for Payroll & HR
Audit Coordinator
Employee Benefit/Payroll/Human Resource Systems Analyst
Pension Analyst
Payroll & Pension Technician
Payroll Clerk
Successful implementation project management experience, recognized by
executive staff. Directed a staff of 4 employees, responsible for payroll
processing, reporting, processing accruals and general ledger
reconciliation of approximately $3.4 million per month for up to 2,300
hourly, salaried and executive staff employees (union and non-union). This
included 401(k) deduction reporting and the calculation and payment of
commissions / bonuses. Processed multiple-state tax payments and
government reports for approximately $1.1 million per month in 34 states.
Payment by payroll check and multiple state direct deposits. Processed
multiple state flexible benefit deductions and management reports.
Identified, reported and implemented corrective action regarding taxation
of benefits, without IRS penalties, under their existing flexible benefit
program.
References and Letters of Recommendation are available upon request.