Lori Dorcik (Sphr, Gphr)

Lori Dorcik (Sphr, Gphr) Email and Phone Number

COO with a Diverse Background and a Passion for Growth and Innovation @ Carolina Family Estate Planning
Lori Dorcik (Sphr, Gphr)'s Location
Raleigh-Durham-Chapel Hill Area, United States, United States
Lori Dorcik (Sphr, Gphr)'s Contact Details

Lori Dorcik (Sphr, Gphr) work email

Lori Dorcik (Sphr, Gphr) personal email

About Lori Dorcik (Sphr, Gphr)

Certified HR professional with a very diverse background. Passionate about growing companies to be successful and being part of the process. Focusing on people, their strengths and their development as an essential foundation to building a highly effective and efficient organization. As the Director of HR at Burkert USA Corp, a global leader in fluid control systems, I lead the organizational design and development across the Americas, spanning eight countries and multiple business units. With over 20 years of HR experience and SPHR certification, I have a proven track record of driving strategic HR initiatives, enhancing employee performance, and fostering a diverse and inclusive culture. I am passionate about creating and implementing advanced training and leadership development programs, collaborating with international HR teams, and managing external relationships with strategic partners and stakeholders. I also serve on the global Cultural Change Team and the executive operating committee for the US division, contributing to the company's vision and goals.LEADERSHIP PROFILE • Spearhead organizational design and development across multiple North American and South American markets for a multinational, middle-market manufacturer based in Germany.• Manage multiple external relationships, such as nonprofit organizations and government agencies for workforce development, as well as strategic vendors and partners, such as health insurance providers.• Build resilient, inclusive cultures through commitments to building diverse, empowered teams. • Serve on an executive operating committee running day-to-day operations for the US division of a multinational manufacturing firm based in Germany.SKILLSET HIGHLIGHTS• Organizational Design and Development• Strategic HR Planning• Employee Lifecycle• Intentional Culture Creation• Performance Management• Relationship Building• Mediation, Facilitation, and Negotiation• Legal Compliance• Servant Leadership• Finance and IT PERSONALITY PROFILES• DiSC® Personality Assessment— Di: Dominance and Influence• Myers-Briggs Type Indicator® (MBTI)— ESTP: Extraversion (E), Sensing (S), Thinking (T), and Perception (P)• Clifton Strengths Assessment— #1 Strategic, #2 Command, #3 Ideation, #4 Input, and #5 Self-Assurance

Lori Dorcik (Sphr, Gphr)'s Current Company Details
Carolina Family Estate Planning

Carolina Family Estate Planning

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COO with a Diverse Background and a Passion for Growth and Innovation
Lori Dorcik (Sphr, Gphr) Work Experience Details
  • Carolina Family Estate Planning
    Chief Operating Officer
    Carolina Family Estate Planning Jul 2024 - Present
    Cary, North Carolina, Us
    I am thrilled to embark on a new chapter in my career as Chief Operating Officer at Carolina Family Estate Planning. Leading operations with a focus on innovation, efficiency, and client satisfaction, while protecting what matters to you most, your family! As we continue to grow, we will redefine excellence and drive forward-thinking strategies as an amazing team of dedicated professionals!
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  • Burkert Usa Corp
    Director Of Hr – Usa / Hr Team Coach – Americas
    Burkert Usa Corp Jun 2021 - Jul 2024
    Huntersville, Nc, Us
    • Lead organizational design and development across the USA, Canada, Mexico, Uruguay, Brazil, and Chile.• Initiate and develop the Human Resources side of the Chilean Subsidiary, setting a foundation for its growth and operations. • Spearheads the integration of advanced production capabilities to meet evolving business needs, focusing on automation and requiring a shift towards a new workforce skillset.• Design and implement advanced training programs catering to all skill levels, enhancing employee performance.• Plays a pivotal role as one of eight members in the global Cultural Change Team, driving significant shifts in company culture with a focus on diversity and inclusion initiatives.• Establish and maintain an internal Wellness Program, promoting employee health and reducing healthcare claims.• Manage corporate training, utilizing a state grant to design programs that advance employee development.• Leads the Future Generation Roundtable, assembling a diverse team of 12 young professionals aged 20-30 for monthly discussions on workplace issues affecting emerging generations.• Contributed to the growth of the USA organization over 10 years, during which revenue increased• Conduct interviews with candidates sourced through in-house and external recruiters, and job fairs, selecting top talent for the organization.• Address employee and employer concerns, including workforce planning, on-boarding, and legal compliance, to maintain a harmonious workplace.• Manage personnel budget, overseeing wages, 401k contributions, training, recruiting, and external employee costs in the US. • Successfully manages renewals with BCBSNC for five years, through creative cost containment strategies, while maintaining employee premiums unchanged for eight years.• Administer payroll and benefits, including monthly postings in SAP and quarterly budgeting.
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  • Burkert Usa Corp
    Director Of Hr – Usa / Hr Team Coach – North America
    Burkert Usa Corp Mar 2019 - Jun 2021
    Huntersville, Nc, Us
    • Served as a key member of the global HR management team, focusing on leadership development, staffing, succession planning, and workforce planning.• Led a diverse HR team, including an HR Manager, Training Specialist, Recruiter, HR Admin Specialist, and administrative staff, driving HR initiatives and improvements.• Collaborated with an international HR management team of four regional HR coaches to support global initiatives and foster teamwork.• Developed and implemented a national OSHA-approved safety program, creating more effective procedures and ensuring annual reporting and certifications.• Defined and created an intentional company culture through cultural training sessions, the establishment of a Culture Committee, and inclusive celebrations of diversity.• Provided coaching to management on strategic staffing and interpersonal employee issues, improving leadership effectiveness and employee relations.• Designed and implemented a consistent onboarding program for all major roles within the company, significantly reducing the time to full productivity and increasing employee satisfaction.• Successfully reduced the time for new outside sales employees to achieve 100% productivity from 3 years to 1 year by developing an effective and extensive training program.• Participated in the employer branding team, working with a global team to create a consistent image that accurately represented the company's culture.• Administered healthcare plans, ensuring employee benefits were competitive and compliant with health regulations.• Managed the immigration process for employees, including L1 visas, Green Card applications, and the application for a blanket L1, ensuring compliance and facilitating the global mobility of talent.• Managed budgeting processes for wages, healthcare, 401k, and training, ensuring financial efficiency and compliance.• Acted as a fiduciary for retirement funds, overseeing investments and compliance with regulatory requirements.
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  • Burkert Usa Corp
    Hr Manager / Hr Generalist
    Burkert Usa Corp Jan 2015 - Mar 2019
    Huntersville, Nc, Us
    • Conducted comprehensive training and development programs to bolster employee skills and performance.• Provided coaching to management on strategic staffing and resolving interpersonal employee issues, improving team dynamics and effectiveness.• Spearheaded the recruiting process, from identifying to interviewing qualified candidates, utilizing in-house and external recruiters, and attending job fairs.• Addressed employee and employer concerns, including workforce planning, on-boarding, and legal compliance, to maintain a harmonious workplace.• Managed the Affirmative Action Plan, fostering diversity and inclusion within the workplace.• Implemented and managed the Affirmative Action Plan, including its design and annual reporting, to ensure compliance and promote diversity.• Collaborated with a global team on employer branding, creating a consistent image that accurately reflects the organization's daily culture.• Digitalized all employee documents to enhance accessibility and efficiency.• Designed and constructed an 8,000 sqft industrial-style gym, complete with a half-sized basketball court, overseeing both the building and furnishing phases.• Designed and implemented a national OSHA-approved safety program, leading to more effective procedures, annual reporting, certifications, and maintaining a TRIR of 3 or below for 6 years.• Spearheaded employee wellness initiatives, promoting ongoing engagement in healthy activities and lifestyle choices.• Secured grants from multiple government and nonprofit entities to support various organizational initiatives.• Administered payroll and benefits, including monthly postings in SAP and quarterly budgeting, ensuring accuracy and compliance.
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  • Burkert Usa Corp
    Staff Accountant / Payroll
    Burkert Usa Corp Apr 2013 - Jan 2015
    Huntersville, Nc, Us
    • Facilitated smooth onboarding processes for new hires, ensuring a seamless integration into the company culture.• Managed the company's safety program, implementing measures to ensure a secure working environment for all employees.• Maintained comprehensive records and performed journal entries for benefits and compensation, addressing employee concerns efficiently.• Addressed both employee and employer concerns, focusing on workforce planning, onboarding, and legal compliance to foster a supportive work environment.• Oversaw the Accounts Receivable (A/R) processes for new customer setup and credit approval in Canada, enhancing customer relations and financial integrity.• Provided support for U.S. financial operations, including meticulous bank reconciliations, to maintain accurate financial records.• Conducted payroll operations for U.S. employees, ensuring accurate records keeping, journal entries, and resolution of employee concerns.• Executed payment processing and collections for Canadian customers, effectively managing financial transactions and customer concerns.• Enhanced customer support for Canadian Accounts Receivable, improving payment processes and collections, and ensured effective financial support and bank reconciliation for U.S. operations.
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  • Afi Systems, Inc
    Operations Manager
    Afi Systems, Inc Feb 2009 - Dec 2012
    • Developed and implemented comprehensive policies and procedures to streamline operations and maintain regulatory compliance across HR, finance, and IT departments.• Spearheaded the creation and revision of organizational policies and procedures, fostering a structured and efficient operational framework.• Managed human resources tasks, including record-keeping, overseeing worker’s compensation and unemployment claims, processing payroll, and conducting insurance audits to ensure organizational compliance and efficiency.• Ensured legal compliance in all HR practices, including worker’s compensation, unemployment claims, payroll processing, and insurance audits, minimizing risk and promoting a safe working environment.• Designed staffing strategies to optimize workflow and resource allocation, achieving maximum efficiency and productivity across departments.• Handled all aspects of finance operations, including accounts receivable (A/R) and accounts payable (A/P), ensuring accurate and timely financial transactions.• Led IT projects focusing on web design, website maintenance, and database administration (DBA), enhancing online presence and operational efficiency.
  • The Computer Guru
    Owner
    The Computer Guru Jun 2008 - Apr 2009
    • Designed and developed databases and websites tailored to client needs, ensuring user-friendly interfaces and robust functionality.• Provided contracted HR support services, assisting businesses in streamlining their human resources operations and improving employee management.• Founded and managed a Web, Database Design, and Computer Support business, overseeing all aspects of operations, marketing, and customer service.• Led project management efforts, from conception through to delivery, ensuring projects were completed on time, within budget, and to the highest standards.• Implemented innovative digital solutions for clients, enhancing their online presence and operational efficiency through cutting-edge technology.• Fostered strong relationships with clients and vendors, building a reputation for reliability, quality, and excellence in service delivery.• Developed and executed comprehensive business plans, including financial forecasting, resource allocation, and risk management strategies.• Continuously sought to improve business processes and operational efficiency through the adoption of new technologies and best practices.
  • Ytm Construction
    Office Manager
    Ytm Construction 2007 - 2008
    • Managed HR operations, including benefits administration, workers' compensation, unemployment claims, and payroll processing.• Ensured legal compliance in HR practices, focusing on benefits, workers' comp, and payroll.• Coordinated staffing for seasonal positions, implementing strategies to retain top talent.• Designed, maintained, and provided IT support for web platforms to enhance online presence.• Streamlined web design processes, ensuring website maintenance and IT support were effectively managed.• Oversaw financial processes, including accounts receivable (A/R) and accounts payable (A/P).• Administered insurance policies, managed renewals, and conducted audits to ensure coverage effectiveness and compliance.• Conducted comprehensive insurance management, including policy renewals and audits, to minimize risk and ensure regulatory compliance.• Successfully filed for a variety of permits through local and state agencies for construction projects, including new builds and remodels.
  • Continental Service Solutions
    Administrative Assistant / Database Administrator / Accounts Specialist
    Continental Service Solutions Feb 2005 - Aug 2007
    • Directed a 500-person service team, implementing Lowe’s directives to achieve exceptional service standards and operational goals.• Rapidly advanced from an administrative role to a management position due to demonstrated efficiency, reliability, a friendly demeanor, and adept learning abilities.• Demonstrated strong analytical skills and efficiency in executing projects and managing team members, ensuring timely completion of objectives.• Led project management for quarterly campaigns across 1264 Lowe’s stores, driving sales growth and enhancing brand visibility.• Excelled in effectively disseminating important project information to teams, tailoring communication to meet specific departmental needs.• Developed and implemented policies and procedures to standardize office operations, optimizing productivity and enhancing organizational efficiency.• Addressed employee concerns and assisted with staffing, fostering a supportive and efficient work environment.• Conducted comprehensive training for employees on utilizing custom-built Access databases, significantly improving data handling capabilities and productivity.• Developed budget projections for Lowe’s projects, contributing to more accurate financial planning and resource allocation.• Designed, built, and maintained multiple Microsoft Access databases, enhancing data management and operational efficiency across departments.• Managed Accounts Receivable (A/R), prepared financial reports, and developed presentations for the President, Vice President, and Chief Financial Officer to support decision-making processes.• Administered payroll, benefits, and Workers' Compensation claims, ensuring compliance with regulations and support for employee needs.• Analyzed reports to extract critical information needed by vendors and Lowe’s, facilitating better strategic decisions and operational adjustments.

Lori Dorcik (Sphr, Gphr) Skills

Product Development Project Management New Business Development Sales Management Microsoft Office Manufacturing Payroll Management Training Automation Marketing Accounting Project Planning Human Resources Inventory Management Accounts Receivable Microsoft Excel Strategic Planning Account Management Pricing Business Development Process Improvement Accounts Payable Bank Reconciliation Programming Sap Quickbooks Database Administration

Frequently Asked Questions about Lori Dorcik (Sphr, Gphr)

What company does Lori Dorcik (Sphr, Gphr) work for?

Lori Dorcik (Sphr, Gphr) works for Carolina Family Estate Planning

What is Lori Dorcik (Sphr, Gphr)'s role at the current company?

Lori Dorcik (Sphr, Gphr)'s current role is COO with a Diverse Background and a Passion for Growth and Innovation.

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Lori Dorcik (Sphr, Gphr) has skills like Product Development, Project Management, New Business Development, Sales Management, Microsoft Office, Manufacturing, Payroll, Management, Training, Automation, Marketing, Accounting.

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