Athena Cox Email and Phone Number

- Manage annual benefit plan renewal for United States and Canada, including implementation, enrollment platform and rate changes, communications, and Open Enrollment.- Oversee United States 401(k) plan administration including compliance, funding, audits, and non-discrimination testing.- Provide support to both internal and external clients.- Assist in annual audits to ensure accuracy. Oversee US benefit plan compliance requirements including Affordable Care Act (ACA), Form 5500 filings, Form 1094 and 1095-C filings, non-discrimination testing, etc.- Ensure compliance of all plans and programs with governmental regulatory agencies.

-Manage all aspects of any federal funding for the Exchange and other programs related to the Affordable Care Act (ACA) to ensure deadlines and goals are met. Research funding opportunities, prepare grant applications, including writing and amending program descriptions and/or budget, compiling required financial and statistical data, prepare program and financial reports, prepare and monitor agreements with sub-grantees for adherence to program objectives and guidelines of the grants, provide fiscal and programmatic technical assistance and composing reports to the federal government as required by the grant awards. Research, develop, recommend and implement long-range plans and projects within grant guidelines to maximize and enhance services provided.-Perform technical and complex accounts maintenance work for the Exchange related to all grants. Verifying accounting documents, payroll, pre-audit, accounts payable, accounts receivable and cash disbursements related to grants. Make determinations as to the validity of expenditures, review complex contracts, and complete complex reconciliations related to grants. -Prepare, enter, and track all accounting documents. Prepare monthly and quarterly financial reports -Establish and maintain automated billing systems including account analysis, reconciliations and processing adjustments. Complete fiscal year openings and closings; make recommendations and complete work programs as necessary; reconcile federal to State fiscal year closings.-Comply with Federal reporting requirements; design and implementation of accounting and narrative tracking, reporting data collection systems with sub-grantees; requiring the consolidation of reports with financial, narrative and data generated by various parties, making conclusions and/or recommendations for reporting requirements. -Maintain a documentation library for the Exchange. -Develop and maintain policies and procedures.

• Provide executive assistance in resolving questions and issues not requiring the personal attention of the Executive Director. Act in an administrative liaison capacity to include transmit directives, instructions and assignments and follow up on the status of assignments with agency staff. Read and screen incoming correspondence and reports; forward materials to appropriate managers and staff for analysis and reply. Receive incoming calls, evaluate requests and inquires, refer or respond to call as appropriate. Maintain current knowledge of issues, problems, situations and activities of special interest. • Coordinate and facilitate the Executive Director’s and managers’ calendars; arrangemeetings for the Board of Directors or other bodies; make travel, lodging and meetingroom arrangements; ensure agendas, minutes, and other pertinent materials are preparedand distributed; take and transcribe meeting minutes• Organize and maintain confidential records and files; ensure security for privilegedinformation in accordance with state and federal laws and regulations• Compose correspondence and prepare a variety of documents including correspondence,reports and presentations• Prepare, proofread and edit a variety of documents and ensure work product quality ofdocuments prepared for the signature of the Executive Director and management staff• Maintain agency’s website; assist staff in resolving computer and software relatedproblems• Respond to inquiries from external entities, exercising discretion in disseminatinginformation; describe programs, functions and activities• Conduct research and studies related to operations and procedures; analyze data andconfer with managers to develop recommendations; ensure the implementation of newprocedures• Schedule and coordinate the work activities of various administrative and clerical supportstaff; oversee and direct activities to ensure efficient and effective operation of the office

Adhered to marketing budget and assisted Marketing Director with ad writing and editing. This included monthly newsletter publications, magazine advertisements and catalog product descriptions ensuring they were FDA compliant.