Kelly Lewis

Kelly Lewis Email and Phone Number

Marketing and Client Development Manager @ Roffman Horvitz, PLC
Kelly Lewis's Location
St Petersburg, Florida, United States, United States
Kelly Lewis's Contact Details

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About Kelly Lewis

Currently working at Roffman Horvitz, PLC as the Firm's Marketing and Client Development Manager. Acting as a strategic partner helping to develop and maintain strong relationships with prospective new clients and representing the firm in various marketing spaces. With over 14 years of data analysis expertise, I also assist in the preparation and review of affirmative action plans and provide audit support for federal contractors.Before working at Roffman Horvitz, PLC and Littler, I spent over 11 years in various roles within Human Resources. Prior to my career in Human Resources, I also worked in support and fund accounting roles in the financial industry in Boston, where I was licensed to sell stocks, bonds, and mutual funds. Specialty areas: OFCCP Audits & Analyses, Affirmative Action Plan Analyses, Compensation Analysis, HRIS Analysis, Benefits Administration (Health), 401k Administration, Payroll Processing, Government Reporting,Diversity & Inclusion Initiatives, Equal Employment Opportunity (EEO), Mutual Fund/Finance Background,PHR (*currently expired, pursuing SPHR certification)

Kelly Lewis's Current Company Details
Roffman Horvitz, PLC

Roffman Horvitz, Plc

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Marketing and Client Development Manager
Kelly Lewis Work Experience Details
  • Roffman Horvitz, Plc
    Marketing And Client Development Manager
    Roffman Horvitz, Plc Jan 2022 - Present
    Mclean, Virginia, Us
    *Promoted to this position in January 2022.
  • Roffman Horvitz, Plc
    Senior Data Analyst (Employment Law)
    Roffman Horvitz, Plc Dec 2017 - Jan 2022
    Mclean, Virginia, Us
    *Promoted to this position in December 2017.
  • Roffman Horvitz, Plc
    Data Analyst (Employment Law)
    Roffman Horvitz, Plc Aug 2015 - Dec 2017
    Mclean, Virginia, Us
  • Littler Mendelson
    Data Analyst (Employment Law)
    Littler Mendelson Jan 2010 - Jul 2015
    San Francisco, California, Us
  • C&S Wholesale Grocers
    Affirmative Action Compliance Specialist, Legal Dept.
    C&S Wholesale Grocers Jun 2006 - Oct 2009
    Keene, Nh, Us
    Promoted to this position in June 2006.Management level position reporting to the Senior Vice-President of Employment Law. Charged with responsibility for coordinating compliance initiatives and establishing and maintaining effective policies and procedures. Responsible for assessing, analyzing, and meeting compliance with government contract requirements, including: Executive Order 11246 – As Amended; Section 503 of the Rehabilitation Act of 1973, as amended; and VEVRAA (the Vietnam Veterans’ Readjustment Assistance Act of 1974).
  • C&S Wholesale Grocers
    Compliance Analyst, Hr
    C&S Wholesale Grocers Mar 2006 - Jun 2006
    Keene, Nh, Us
    Promoted to this position in March 2006.Reporting to the Director of Compensation and HRIS, Regional Director of Human Resources and SVP of Human Resources Accomplishments included:>Successfully worked to bring company up to compliance with their affirmative action plans through extensive meetings and work with internal legal departments and external legal firms.>Worked with Regional HR Managers to ensure compliance regarding recordkeeping requirements and in the collection of applicant and hire data. >Worked with HRIS department to update the system according to the new government regulations on recordkeeping.>Coordinated, compiled and submitted OFCCP audit information required to the government.>Acted as central information center for all OFCCP audit related information ensuring that all HR personnel was up to date on all audit activity.
  • C&S Wholesale Grocers
    Compensation/Hris Analyst
    C&S Wholesale Grocers Mar 2002 - Mar 2006
    Keene, Nh, Us
    Position reporting to the Director of Compensation and HRIS. Charged with the responsibility of providing support to 25+ human resource locations throughout the company in regards to human resource reporting systems. Responsible for Affirmative Action Plan data retrieval and submission annually for all C&S and ES3 company locations. Complete various compensation benchmarking analysis and reports for the executive HR leaders and manage the administration of the companies’ annual performance review program . Ensure continued support through various tasks/responsibilities adding to the successful system integrations during many acquisitions/mergers.
  • American Tissue Mills Of Nh
    Human Resources Manager
    American Tissue Mills Of Nh Mar 2001 - Mar 2002
    Position reported to both the Operations Manager onsite as well as the Regional Human Resources Director. Responsible for effectively managing the Human Resources and Payroll staff providing support to the New Hampshire and Massachusetts offices of American Tissue Corporation as well as the headquarters American Tissue Inc. in Hauppauge, NY. *Company closed due to bankruptcy.
  • Lyon Travel Agency, Inc
    Benefits Administrator/Hr Generalist
    Lyon Travel Agency, Inc Apr 1998 - Mar 2001
    Position reporting to Vice President of Finance/IS as a generalist in human resources responsible for all personnel related tasks to include recruiting, benefit administration, payroll and employee related activities.
  • State Street Bank
    Senior Portfolio Accountant
    State Street Bank Mar 1997 - Apr 1998
    Boston, Massachusetts, Us
    Position reporting to the Account Manager responsible for performing various financial transactions in a very fast-paced, time sensitive environment. Acting as a team leader through training and daily professional example.Accomplishments included:>Accurately maintained books of accounts for a variety of pension funds for clients.>Processed numerous cash and security transactions.>Monitored daily security settlement and cash flow.>Prepared account proofs and reconciliation reports of custody to accounting.>Reviewed security pricing information for accuracy and completion; along with all fund activity for reasonableness researching exceptions as needed. >Calculated the Net Asset Value per share assigned; determined dividend and distribution rates, as required.>Team leader responsible for training new Portfolio Accountant’s in all job practices and procedures.>Specialized in daily pricing of funds for team.
  • Scudder Investments
    Intermediary Services Representative
    Scudder Investments Feb 1996 - Mar 1997
    *Successfully passed the NASD Series 6 Exam as license to sell Mutual Funds and Variable Annuities. *Successfully passed the NASD Series 63 Exam as license in Massachusetts to solicit orders for any security within the state as required.Support position reporting to Manager of Intermediary Services assisting multiple institutions and financial advisors in performing a variety of financial transactions and communicating information on Scudder products and investment vehicles.
  • Putnam Investments
    Broker Operations Representative
    Putnam Investments Aug 1994 - Jan 1995
    Boston, Massachusetts, Us
    Promoted to Broker Ops in August 1994.Support position managing inbound calls from brokers and financial advisors concerning Putnam products such as mutual funds, annuities, and retirement plans.
  • Putnam Investments
    Senior Mutual Fund Order Room Trader
    Putnam Investments Dec 1993 - Aug 1994
    Boston, Massachusetts, Us
    Promoted to Order Room in December 1993.Team leader/support position managing inbound and outbound calls from NSCC firms and brokerage houses responsible for buying and selling mutual fund shares and handling rejected trades.
  • Putnam Investments
    Senior Transaction Processor
    Putnam Investments Jul 1992 - Dec 1993
    Boston, Massachusetts, Us

Kelly Lewis Skills

Human Resources Hris Employee Benefits Employee Relations Employment Law Benefits Administration Recruiting Payroll Deferred Compensation Affirmative Action Job Analysis Labor Relations Performance Management Peoplesoft Talent Management Employee Engagement Onboarding Workforce Planning Succession Planning Policy Ofccp

Kelly Lewis Education Details

  • Guilford College
    Guilford College
    Psychology (*Double Major)
  • Franklin Pierce University
    Franklin Pierce University
    Human Resources Management And Services
  • Bridgewater State University
    Bridgewater State University
    General

Frequently Asked Questions about Kelly Lewis

What company does Kelly Lewis work for?

Kelly Lewis works for Roffman Horvitz, Plc

What is Kelly Lewis's role at the current company?

Kelly Lewis's current role is Marketing and Client Development Manager.

What is Kelly Lewis's email address?

Kelly Lewis's email address is kl****@****ler.com

What is Kelly Lewis's direct phone number?

Kelly Lewis's direct phone number is +170497*****

What schools did Kelly Lewis attend?

Kelly Lewis attended Guilford College, Franklin Pierce University, Bridgewater State University.

What skills is Kelly Lewis known for?

Kelly Lewis has skills like Human Resources, Hris, Employee Benefits, Employee Relations, Employment Law, Benefits Administration, Recruiting, Payroll, Deferred Compensation, Affirmative Action, Job Analysis, Labor Relations.

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