Sign in

HR Generalist/Benefits Manager

Burlingame, California, United States
August 15, 2018

Contact this candidate


Kathryn Wood

Hayward, CA *****


Willing to relocate: Anywhere

Authorized to work in the US for any employer

Work Experience

Consultant through Merit Resource Group

Cloud Lending Solutions - San Mateo, CA

April 2018 to Present

The-establish HR process for company from hiring process to annual reviews and termination process. Create immigration process, develop contacts, create communication, especially for hiring managers, setting expectations.

Clean up JIRA tickets, get system back on track.

Document training.

Consultant through Robert Half

Technology Credit Union, San Jose, CA - HR Generalist September 2017 to February 2018

Manage on boarding for a new hires and contractores. Ensure timely benefit enrollment making sure employees are well educated about their choices. Work with employees and managers regarding leave policies and process. Track leave, facilitate benefit plan repayment.

Vendor management and monthly invoice reconcile

Consultant through Robert Half

Tailored Brands, Inc. - Fremont, CA

December 2016 to August 2017

Selected Accomplishments:

* Responsible for administration for the 401(k) plans for union, non-union and Puerto Rick employees.

* Facilitated the merger of 2 plans to 1 and the transition to 1 provider.

* Scrubbed the data from the transition reducing the amount of late loans outstanding from 40 to 8 in one quarter. * Developed procedures for plan auditing to ensure compliance and proper maintenance of records.

* Created train the trainer programs to promote the plans. Developed communications campaigns to encourage participation and also increases in the amount saved. First mailing increased enrollment by 15%.

* Reviewed plan documents for optimal operation. Organized recordkeeping process to ease annual compliance.

* Worked on IRS audit for 2014 plan year. Created audit packet and did plan reconciliation work in addition to required corrections.

Senior HR Generalist

QUALYS, INC - Redwood City, CA

August 2006 to November 2016

Selected Accomplishments:

* Responsible for benefits administration for 200+ US employees located in multiple locations. Worked with benefit brokers for annual renewals and on-going administrative and legal changes

* Manage HRIS system for all employees; ensure compliance and data integrity. Implemented upgrades to the system, furnish all reports for SOX compliance.

* Managed annual benefit fair at the start of Open Enrollment; provided Open Enrollment support for all US offices

* Ensured all compliance, annual reporting and testing was completed for 401(k); FSA and benefit plans

* Develop relationship with Affirmative Action consultants. Worked on initial plan data. Next year able to improve data collection with ATS. Set up next year to show improvements in Recruiting with American Job Exchange

* Immigration process for new hires and recruits to ensure each candidate/ employee had proper work authorization and timely renewals, in addition, letters of verification for travel outside of the US

* Organized annual Permanent Resident review and application process. Facilitated communication for experience letters and PERM process with law firm and employees

* On Boarding and New Hire Orientation for all US employees. Developed communications materials and process that was implemented and adapted for all locations.

* Familiar with both Taleo and Jobvite ATS; provide training to managers for recruiting; source resumes for engineering positions

* Employee Relations including developing and producing events for employees

* Ensure Leave Management handled and communicated per company polices * CONSULTANT


January 2006 to April 2006

Project Included:

• 401(k) Plan 2005 discrimination testing completed

• Annual NQDC distributions processed

• Enrollments for executive benefits & NQDC plan

• Annual premium renewal for Executive Benefits

• Financial education seminar

• Updated all plan literature for 2006

Account Executive

VITA COMPANIES - Mountain View, CA

July 2003 to June 2005

Selected Accomplishments:

• Responsible for day-to-day management of existing book of 401(k) Plan clients

• Developed Database audit and management procedure

• Establishment of back-office procedures for Broker-Dealer

• Managed individual trading accounts

• Directed all plan conversions and new plan set up with vendors

• Created concise communication material model

• Developed relationships for multi-lingual enrollment meetings

• Initiated Holiday Well-wishes program

• Maintained service relationship with all levels of contact at client

• Assisted in preparation of year end testing data and submission for clients Account Manager

ABD INSURANCE AND FINANCIAL SERVICES - Redwood City, CA October 1998 to July 2003

Selected Accomplishments:

• Developed series of employee communication materials specific to client needs, such as increased enrollment, basic investment understanding or advanced understanding of market indicators

• Negotiated lowered exit fees with various vendors for client cost-savings

• Managed book of over fifty clients

• Developed process for increased systematic plan sponsor communication with Financial Market Update and Compliance


• Facilitate merger/acquisition process for clients, including plan design review, action plan recommendations, employee communications and vendor management

• Plan review, recommendations and process review for GUST Restatement and EGTRRA Amendments

• Developed training program for new support staff Retirement Plans Inside Sales

Franklin Templeton - San Mateo, CA

July 1993 to October 1998

Lincoln Trust Company • Account Manager • August 1990 - July 1993 • Denver, CO Education

Bachelor of Science in Finance

Metropolitan State College of Denver




Employment Law


HRIS & ATS Technologies

Workers Compensation

Employee Relations

Benefits Administration

H-1B, L-1, & TN Visas

Green Card/Perm Resident

Orientation & On-Boarding

Performance Management

HR Program/Project Management

Affirmative Action


Microsoft (Word, Excel, PowerPoint and Outlook)

Jobvite /Taleo


Contact this candidate