I am a seasoned Benefits Manager with over a decade of experience in designing, implementing, and managing comprehensive employee benefit programs for large organizations. Currently at Uber, I lead the strategic oversight and operational management of the company's 401(k) plan, administering over $1.3 billion in assets. My role involves enhancing financial well-being for a diverse workforce through innovative solutions like comprehensive 401(k) matching structures, annual "true-up" features, and after-tax mega-backdoor Roth conversion.My expertise lies in cross-functional collaboration, working closely with Accounting, Finance, Payroll, and IT teams to ensure seamless interdependencies, budget alignment, and financial planning. I have a strong track record in maintaining strict compliance with governance standards, conducting annual non-discrimination testing, audits, and managing regulatory filings such as Form 5500 and Form 5330.I am proficient in integrating technology solutions to streamline processes, utilizing platforms like Workday and Fidelity integrations to showcase operational excellence and innovation. Passionate about employee engagement, I partner with internal Communications teams and external consultants to enhance benefit plan communications, webinars, and resources.My background also includes managing benefits programs for tens of thousands of employees, advising senior management on benefits strategy, and negotiating with external vendors to provide cost-effective, high-quality benefits. With strong analytical skills and attention to detail, I excel in financial analysis, risk assessment, and aligning benefit programs with industry best practices.Technical skills include advanced proficiency in HRIS systems like Workday, data analysis tools such as Microsoft Excel and Google Sheets, and project management software like Asana. Committed to continuous improvement, I strive to deliver benefits solutions that not only meet regulatory requirements but also drive employee satisfaction and align with organizational objectives.
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Benefits ManagerUber Jan 2023 - PresentSan Francisco, California, Us• Benefits Strategy Execution: Manager Uber's benefits and retirement plans ($1.3 billion) for over 10,000 U.S. and Canada employees, designing future plan offerings to support growth and enhance employee experience• Program Design & Gap Analysis: Identified gaps in benefit offerings; designed and implemented innovative programs, including comprehensive 401(k) matching structures and an after-tax mega-backdoor Roth conversion• Vendor Management: Selected and managed vendors, carriers, and brokers; led annual benefits benchmarking, renewal cycles, and contract negotiations to optimize offerings and cost-effectiveness• Benefits Tools Enhancement: Drove enhancements to benefits tools and technologies, integrating Workday benefits modules and streamlining processes through Fidelity integrations to improve scalability• Employee Communications: Developed and executed benefits communication strategies and materials, increasing employee understanding and engagement with benefit programs• Cross-Functional Collaboration: Collaborated with Total Rewards, People Operations, Systems, Payroll, Finance, Legal, and Tax teams to design holistic solutions; ensured regulatory compliance through annual testing, audits, and filings (Form 5500, Form 5330) -
Benefits ManagerUber Mar 2022 - Dec 2022San Francisco, California, Us• Designed, implemented, and managed comprehensive employee benefit programs for 10,000+ employees in the U.S. and Canada, while ensuring compliance with relevant regulations such as SF-HCSO, ACA, Form 5500, and NDT reporting• Provided guidance and consultation to senior management regarding benefit and retirement programs • Negotiated benefit packages with external vendors, ensuring cost-effective solutions for the company while maintaining high-quality benefits for employees
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Senior Benefits Operations AnalystUber Jan 2020 - Mar 2022San Francisco, California, Us• Partnered with internal teams to streamline processes and improve system integrations, resulting in increased efficiency and effectiveness of benefit programs• Supported M&A activities, successfully integrating benefit programs during company acquisitions and divesture initiatives•Established and maintained partnerships with 10+ external vendors for program administration and performance• Analyzed and benchmarked existing and new benefit opportunities to ensure alignment with key competitors and industry best practices• Project managed and directly worked on Annual Enrollment system close-out and build-out in Workday, a leading human resources information system (HRIS)• Demonstrated strong proficiency in Google Suite, Excel, Workday, bSwift, Fidelity PSW, Asana, and other relevant software for benefits management and administration
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Benefits Manager, Total Employee RewardsZachry Group Jul 2017 - Dec 2019San Antonio, Tx, Us• Analyzed, developed, implemented, and evaluated Zachry’s benefits program strategy for over 20,000 employees• Oversaw a team of Benefits Specialists to ensure the effective administration and delivery of company programs• Partnered with external business partners on plan design, contract negotiations, and program implementation• Actively managed program performance and worked with internal business partners on program administration • Worked closely with legal counsel to remain current on government regulations and to ensure compliance• Directly managed and ensured the accuracy of statutory reporting requirements including ACA • Partnered with IT on HRIS problem recognition, resolutions, enhancements, testing and data verification -
Account ManagerGallagher Jul 2016 - Jul 2017Rolling Meadows, Il, Us•Collaborated with teams to identify innovative solutions to enhance employee health and wellness programs•Worked closely with external vendors through requests for proposal and program implementation•Performed in-depth analyses of employee benefit programs to address client’s risk/capital management needs •Managed, monitored, and measured client’s utilization performance to key metrics •Expert in various carrier data warehouses and models, such as MedeAnalytics, InfoPort, Apex.HRM, AHIA -
Group UnderwriterDavis Vision Sep 2014 - Jun 2016San Antonio, Tx, Us•Successfully underwrote and renewed vision insurance for large employer groups and national accounts•Lead strategic product initiatives with BlueCross BlueShield and other national insurance carriers•Conducted quantitative analyses of financial data to forecast revenue, identify future trends, and assess risk•Built, maintained and improved models to assist in the analyses of market pricing and forecasting•Evaluated and recommended alternative pricing options based on economic analyses and trends -
Assistant National Bank ExaminerOffice Of The Comptroller Of The Currency Jan 2014 - Aug 2014Washington, Dc, Us•Performed risk-based examinations to assess a bank’s condition and identify potential issues•Completed a wide range of analytical and bank supervisory activities•Drew conclusions and recommended corrective action to ensure compliance with Federal laws and regulations•Interacted with all levels of bank management throughout the exam process -
Group UnderwriterAmeritas Jun 2010 - Jan 2014Lincoln, Nebraska, Us•Underwrote dental and vision insurance for employer groups up to $1 million in annual premium•Analyzed and evaluated group data to determine risk and proper rate action while following authority limits•Interacted on a daily basis with sales representatives with pre-sale questions and renewal negotiations•Worked on new product projects throughout life implementation
Joseph Garza Education Details
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The University Of Texas At San AntonioFinance And Marketing
Frequently Asked Questions about Joseph Garza
What company does Joseph Garza work for?
Joseph Garza works for Uber
What is Joseph Garza's role at the current company?
Joseph Garza's current role is Benefits Manager.
What schools did Joseph Garza attend?
Joseph Garza attended The University Of Texas At San Antonio.
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