OptumInsight acquired Picis, Inc - August 2010Provided direction regarding people programs, organizational development and other HR-specific and business initiatives for Provider Consulting and Provider Financial Performance Solution areas.  Developed training program and customized requisition template specific to business needs. In 2012, led efforts to on-board thirteen college hires. Acted as project manager for integration of client management teams across Provider market with responsibility for talent review and talent alignment. Drove organizational effectiveness by centralizing customer support organization. Drove recruiting initiative for product support organization. To maximize efficiencies, facilitated closing an office and combining staff in one centralized location.  Assisted in creating workforce plans for Provider business and partnered with recruiting and hiring managers to meet hiring objectives in fast growing division of organization.

Picis, Inc. acquired LYNX Medical Systems in August 2007. Picis, Inc was acquired by OptumInsight in August 2010.Partnered with Business Leaders to achieve business results in their divisions. Employee relations support for local and national staff of 250+. Supported product development/management, R&D, product support, IT, client services, and implementation. Using my deep knowledge of the business, built strong and collaborative relationships to counsel Executives, senior management and staff.  Assisted in driving merger and acquisition integration between Picis and OptumInsight.  Aided in job description development, job leveling and career pathing of over 30 integral positions within the division.  Managed annual Performance Management process.  Led outsourcing project plan impacting over 100 employees across the US.  Developed tools and materials for ongoing workforce planning projects. Led employee relations and employee investigations.  Responsible for leading and maintaining employee engagement activities.

LYNX was acquired by Francisco Partners in Nov 2005 and subsequently acquired by Picis, Inc in Aug 2007Delivered day-to-day HR support to coding services, product development/management, research and development, and client services. Drove results on key HR initiatives that supported business objectives. Merger and acquisition integration of 401k plan, benefits and employee policies. Improved recruitment process, resulting in decreased turnover from 30% to 8% within two years.  Solely responsible for hiring over 60 employees in one year. Developed and led New Employee Orientation.  Responsible for benefits administration of medical and 401(k) plans, requiring deep knowledge of the features and benefits.  Managed all employee relations activities.

Responsible for the life-cycle of equity-based compensation offered to employees and outside Directors, such as stock options, restricted stock units, performance shares. Primary liaison with the company’s third-party stock administrator, and internally with accounting, finance, payroll, and legal departments. Primary point of contact for employees regarding issues or questions related to equity programs. Administered operational aspects of equity programs. Coordinated routine approvals of new-hire and ongoing stock grants. Triaged and escalated issues/concerns related to participants or programs.

Primary responsibilities - Stock Option Plan, Employee Stock Purchase Plan and 401(k) Plan Administration.Worked closely with inside/outside Legal Counsel, CFO and SR management. Responsible for equity accounting, collecting taxes and aggressively capturing disqualifying dispositions.Developed internal procedures for stock option exercise process.Worked closely with Transfer Agent and Inside Legal Counsel to issue opinion letters to have legends on stock certificates removed upon lock up expiration.Assisted in preparation of documents of warrant assumptions for acquired companies.Facilitated educational seminars and training for employess on stock option exercisings, ESPP enrollment and 401(k) enrollment.Preparted and reconciled monthly 401(k) contribution reportAsissted in bi-montly payroll processing

Processed option grants, exercises and cancellations utilizing Equity Edge.Maintained the integrity of stock option database of rapidly growing population of optionees.Facilitated transfer of stock between transfer agent and stockbrockers.Ran multiple reports and extracts using Peoplesoft SoftwareInteracted extensively with employees and financial professionals to resovle time critical issues.Responsible for equity accounting, tax collection and aggressively capturing disqualifying dispositions.

Administered Executive Benefit Programs, which included Stock Option Plan, Long Term Incentive Program, and Executive Deferred Compensation Plan. Determined eligibility, processed enrollments, research and resolve Plan issues, coordinate the funding and report reconciliation.Managed Stock Option Plan for 1100+ Executives, performed stock option exercises.Project Manager for selection of 3rd party stock option plan administrator. Included vendor management, RFP, selection, implementation and conversion.Coordinated design and preparation of all communication pieces for Executive Programs.Preparted and administered legal documents for QDRO's.