Radiology Partners

- Architect and sustain advanced financial models to bolster the organization's cash management strategies, delivering high-level recommendations to the senior leadership team for strategic decision-making.
- Elevate and preserve meticulous cash flow forecasts, performing daily, weekly, and monthly analyses to ensure optimal liquidity and financial stability, driving overall organizational success.
- Guarantee the precision of all cash flow predictions by reconciling actual cash activities with forecasted amounts, assuring financial congruence and accuracy in reporting.
- Scrutinize and assess the organization’s daily liquidity across all accounts, concentrating cash across diverse practices to maintain an efficient cash position and avoid financial pitfalls.
- Collaborate with multifaceted teams to pinpoint opportunities to refine cash management and enhance working capital efficiency, contributing to the financial robustness of the organization.
- Conduct profound and detailed analyses of an array of treasury-related financial data, including the scrutiny of bank and merchant fees, to identify cost-saving opportunities and optimize financial resources.
- Identify and alleviate risks pertinent to the organization's cash position by addressing liquidity, counterparty, and market risks, ensuring financial solidity and mitigating potential financial adversities.
- Assist in the spontaneous preparation of specialized treasury reports, ensuring compliance with pertinent regulations and contributing to the seamless execution of regulatory reporting obligations.
- Support Treasury operations through the proficient management of bank accounts, including the opening, closing, and entitlement review processes, to maintain streamlined and compliant financial operations.

Senior Treasury Analyst

Smile Doctors

Treasury Analyst

Mr. Cooper

•	Performing timely fundings for over 1,000 loans daily with strict deadlines.
•	Cultivating solutions with business partners when problems arise with funding or account errors.
•	Taking initiative by keeping track and following up on important issues according to priority level.
•	Creating bank account reports to provide upper management with information needed for end of day funding.

Treasury Analyst I

•	Enhanced daily reporting from 3rd party vendors by overhauling their ad-hoc reports and building a dynamic reporting model.
•	Create and execute daily wires for insurance billing.
•	Collaborate with internal business partners and insurance vendor to review, research, and devise solutions to ongoing issues.

Escrow Associate II

•	Selected as “Champion” amongst peers for June, showing strong leadership skills and overcoming adverse challenges. Setting up team for success and preparing for future adversities.
•	Stepping up to develop teamwork and finding ways to always improve teammates weak points. Giving feedback in a constructive manner and opening up opportunities for growth.
•	Dominating the industry one customer at a time. Constantly building rapport and delivering value to everyone around. 
•	Consistently pulling reports for my team on a daily basis. Presenting the data to them neatly while also giving feedback for future development.
•	Taking ownership of on-going problems and giving detailed solutions so no further confusion continues. Going an extra mile when no one else will.
•	Continuing scorecard and adherence improvements daily to drive up revenue and reputation. Taking on and executing tasks managements provides in a timely and concise manner.

Customer Operations Advisor

Best Buy

•	Part-time (20-30 hours per week)
•	Administrating on-site training to new employees for the past 6 months to adapt to a fast pace working environment.
•	Providing quick and smooth problem-solving skills towards a variety of situations, deescalating customer issues, and increasing customer satisfaction.
•	Performed as #1 Operations team in Southeast district by generating a 96 on NPU (Net Promoter Score) and exceeding gross revenue expectations by 30%.
•	Facilitate in high-energy, high-stress environments to drive team to higher performance goals. When customer interactions get intense it is best to deescalate the situation in a professional manner and provide excellent service.

Customer Service Specialist

Results-driven Treasury Analyst with a solid background in finance, risk management, and cash management. Proven expertise in financial analysis, reporting, and forecasting, combined with strong adaptability to regulatory changes. Skilled in building effective relationships with banks and financial institutions, leveraging treasury systems, and optimizing treasury operations. Seeking a challenging role that leverages my experience and skills to drive financial performance and contribute to organizational success.

Tyler Drinkard, MSF

Verily

Benefits Manager

•	Direct health and welfare, life insurance, disability benefits, and leaves of absence, as well as annual open enrollment period, for 3.5K team members within 28 legal entities. Manage all requests for proposals (RFPs) and vendor selection and implementation while overseeing $35M annual health and welfare budget.
•	Report directly to Chief Human Resources Officer (CHRO), acting as subject matter expert (SME) on all items pertaining to benefits management and administration. Proactively recommend strategies for communicating implementation of new medical, prescription, dental, life insurance, disability, and leave of absence providers. 
•	Design and execute new benefit processes, procedures, and systems to drive compliance with ever-evolving Federal/State labor and benefit laws & regulations. 
•	Supervise one direct report (Benefits Coordinator), providing regular opportunities for coaching, mentoring, and professional development to enhance skills, inspire confidence, and position employee for long-term success.
•	Conduct non-discrimination testing in compliance with IRS requirements, taking appropriate action to ensure 401(k) plans favor all employees equally, regardless of compensation level.
•	Verify accurate configuration of benefit plans in HRIS and payroll system. Partner with auditors on annual internal and external audits and Form 5500 filings.
•	Participate in M&A activities to ensure seamless integration of benefits and leaves of absence. 
•	Serve as trustee and committee member for retirement plan, acting as key liaison between company and benefits

Senior Benefits Manager

PFSweb, Inc.

•	Steered health and welfare, life insurance, disability benefits, leaves of absence, retirement, and 401(k) plans for 2K employees across U.S. and Canada.
•	Maintained $15M health and welfare budget while overseeing one direct report (Wellness Representative).
•	Managed RFPs, selected vendors, and led negotiations to obtain desired benefit offerings within budget constraints. Ensured accuracy of all vendor billing data, including reconciliation, validation, payment, and budget reporting.
•	Developed communications and training material to guide employees through annual open enrollment periods.
•	Served as primary point of contact for all benefit, retirement, and leaves of absence inquiries. Escalated complex cases to VP of Human Resources and Benefits Broker for further review as needed.

Lennox International

•	Transitioned from public sector to manage health and welfare benefits and annual enrollment period for 8K salaried and hourly employees with $65M annual healthcare budget.
•	Coached and mentored junior team members on best practices regarding conflict resolution and escalation. Trained all business unit leaders on proper leaves of absence administration. 
•	Interpreted and communicated terms of collective bargaining agreements (CBAs) for union members (~70% of total workforce).
•	Partnered with Wellness Analyst to strategize, develop, and implement corporate wellness program offerings, including diabetes management program and telehealth.

Sr. Benefits Health & Welfare Analyst III

Collin County

•	Managed health and ancillary benefits, including life/disability benefits, health savings and flexible spending accounts (HSA/FSA), traditional pension plans, and 457(b) deferred compensation plans for 1.7K government employees.
•	Organized and executed annual benefits enrollment, serving as trusted advisor to all employees regarding best benefit package based on knowledge of individual circumstances.  
•	Oversaw vendor billing for fully and self-insured plans, as well as made recommendations to senior management for health and welfare budget planning.

Denton County, Texas

•	Administered health and ancillary benefits for 1.2K government employees; planned and executed annual benefits enrollment, providing guidance to employees on best plan selection.

Proactive, enterprising, and purposeful, I have over a decade of experience transforming health & wellness benefits to meet and exceed the needs and expectations of both employers and employees. By tapping into my expansive knowledge across critical benefits areas, I ensure that benefits programs not only line up with current industry trends, but are compliant with designated rules and regulations and presented in a streamlined, user-friendly way that positions the companies I work for as an employer of choice.

As a leader, I am a firm believer that enthusiasm and confidence go a long way when it comes to building a foundation of trust and respect among peers and superiors alike. I love what I do and want those around me to feel the same. By maintaining a positive, approachable attitude, using clear, concise communication, and actively listening to new ideas and perspectives, I ensure that each team member feels seen, heard, and empowered, even when faced with the most vexing of problems. 

Outside of work, I love all things wellness and fitness as I strive to live a balanced and healthy lifestyle. Nothing invigorates me more than waking up at 4:15am each day to train at the gym before heading off to work; as Jay Shetty says, “I choose to invest in myself today because I know tomorrow needs the best version of me.”

I am open to networking and thought sharing with likeminded professionals committed to advancing benefits management initiatives by taking a holistic approach to employee engagement and satisfaction. Let’s connect!

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The Battle

Tyler Drinkard, MSF

Shaira Bengochea, SHRM-CP, MBA

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