Cody Hewson Email & Phone Number

Drive and manage process improvements for Employee Stock Purchase Plan (ESPP), Restricted Stock Unit and Performance Share awards and releases, as well as various Deferred Compensation programs. Collaborate with stakeholders, including business partners and vendors, to ensure seamless integration of processes, accurate financial reporting, and compliance with key requirements. • Currently managing three Artificial Intelligence (AI) related projects focused on creating a large language… Show more Drive and manage process improvements for Employee Stock Purchase Plan (ESPP), Restricted Stock Unit and Performance Share awards and releases, as well as various Deferred Compensation programs. Collaborate with stakeholders, including business partners and vendors, to ensure seamless integration of processes, accurate financial reporting, and compliance with key requirements. • Currently managing three Artificial Intelligence (AI) related projects focused on creating a large language model chat bot to answer base level employee inquiries, another to leverage for reporting purposes, and a third as a beta tester for the implementation of the large language model on a larger scale. • Led the successful transition of outsourced work in Ireland to an in-house team by building a skilled US team and optimizing processes to increase efficiency and improve overall performance. Met 100% of key regulatory deadlines while managing equity programs for over 14,000 employees across 16 countries. • Drove process improvements by removing outdated, complex databases that required a massive amount of manual work. This resulted in eliminating 20 hours of monthly work by team through new processes and partnering with key stakeholders. • Provide training and high-level insight on equity compensation programs while developing executive reporting. • Strengthened quality controls to elevate the overall effectiveness of operations such as developing validation models and redesigning processes to include hash total checks for integrations. Show less

Managed and monitored field adherence to regulatory and compliance requirements as well as motivating and leading internal business partner collaboration to stand up new processes to improve operational effectiveness and insight. • Designed monthly and quarterly post-mortem trend reports from scratch on Request for Quote (RFQ) activity to provide business insights and intelligence which resulted in a refined marketplace strategy and positioning with a 5% higher close rate by the sales… Show more Managed and monitored field adherence to regulatory and compliance requirements as well as motivating and leading internal business partner collaboration to stand up new processes to improve operational effectiveness and insight. • Designed monthly and quarterly post-mortem trend reports from scratch on Request for Quote (RFQ) activity to provide business insights and intelligence which resulted in a refined marketplace strategy and positioning with a 5% higher close rate by the sales team. • Led DocuSign improvement project to automate internal processes enabling an enhanced customer experience and $1.5M in savings. • Leveraged data and analytics to ensure adherence to compliance and legal requirements and identified areas for improvements or additional training needs, resulting in improving compliance scores by 15% across business segments with communication at all levels across the organization. Show less

Dresher, Pa

Analyzed financial trends and risks to recommend and implement updated Disbursement Authorization Guidelines with key leaders across the business which streamlined approval processes. • Spearheaded conversations with billing, distribution, and clients to drive resolution which in turn enabled business growth and ensured that client retention goal of 95% was met. • Effectively managed third party vendor associates to identify over $5M in premium variances and worked with business… Show more Analyzed financial trends and risks to recommend and implement updated Disbursement Authorization Guidelines with key leaders across the business which streamlined approval processes. • Spearheaded conversations with billing, distribution, and clients to drive resolution which in turn enabled business growth and ensured that client retention goal of 95% was met. • Effectively managed third party vendor associates to identify over $5M in premium variances and worked with business partners and clients to drive to resolution. Show less

A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other… Show more A Financial Planner• Assists in the clarification, understanding and quantification of client’s financial goals and needs.• Assists clients in gathering the information needed to prepare the financial plan.• Creates a financial plan that provides information and strategies to help clients make better informed financial decisions.• Educates clients on solutions to the potential hidden risks that may disrupt their financial plan.• Meets with family members, executors and other advisors to discuss the clients’ financial plan, if desired, for a concerted effort.• Periodically updates the clients’ financial plan, if desired, to help clients make adjustments due to our ever changing environment. Show less

Developed and documented process improvements for existing SOPs to transition work from team that was leaving to a third-party vendor. • Achieved 100% regulatory compliance on client tax forms as well as monthly, quarterly, and year end reporting.

Master Of Business Administration - Mba, Strategic Leadership And Management

B.S.B.A., Accounting