Stephen Whelan Email & Phone Number

March Air Reserve Base, Ca, Us

Irvine, Ca, Us

Irvine, Ca, Us

Position Summary: At the University of California, Irvine, I manage a team of 40 employees that support the campus, medical center and health sciences for all HR tier one related inquiries, tier two benefits, leaves and ADA administration support, HR compliance reporting and a dedicated HRIS team, while supporting all HR technologies•Lead architect of UCI’s new Cornerstone performance quarterly check-in module and program•Primary stakeholder in the creation of the Employee Experience Center (EEC), a dedicated single point of access team supporting the entire UCI enterprise. Since go-live on January 2, 2020, the EEC has taken 36,000 calls, 29,000 emails, and created/supported 54,000 employee cases•Manage a diverse set of HR professionals and teams, supporting all levels of UCI benefits, retirement readiness and retirees, HR reporting and compliance and HRIS. People Services also plays a leading role in employee wellness and engagement programs, while supporting the employee relations and compensation teams•Leveraging the Tableau server and the HRIS team, demonstrated a passion for data analytics, telling the story and the art of presenting meaningful information•Created a dedicated COVID Response Center (CRC) in 24 hours to support our concerned employees, students, and parents. The team now supports, students, employee and public vaccination events, our daily automated symptom check and flu programs, CDC documentation and vaccination verifications•Leveraging UCI Medical Center’s Occupational Health vaccination platform and collaborating closely with multiple subject matter experts to replicate core functionality so that HR could create and run employee COVID vaccination clinics•Lead stakeholder, integrating our core HCM (UCPath), Occ Health, Point&Click, ServiceNow and Tableau Server across the enterprise, that enables UCI senior leaders & managers to access key compliance dashboards with a click, as we monitor, navigate and adhere to new UC policies

Irvine, Ca, Us

As a member of the UCI HR Partnership for Strategy and Innovation (Partnership), responsible for providing vision, leadership, planning, project coordination and management of all human resources information systems, ensuring efficient HR system operations, and supporting advanced reporting, people metrics and predictive analytics to meet current and future business needs within the UCI Human Resources enterprise (UC Irvine Health & campus).

San Antonio, Texas, Us

On behalf of USAA, a leading contributor in the creation of the strategic support and conversion plan for USAA’s Financial Advisory Services Group (FASG) Health products and services onto a custom third party platform in 2018/2019. Also, identifying and documenting Medicare Plan G requirements, conducting system viability assessments of existing platforms, while working towards a legacy system support of Medicare Plan G in 2017.

San Diego, California, Us

As Director of HR Services and Technology (formerly Director of Benefits & HCMS), I oversaw Petco’s offshore HR call and support center team of 30 and the domestic teams dedicated in supporting all aspects of HR services. This includes daily support and partnership with Petco’s Talent Acquisition, Compensation, Legal, Leave, Benefits, ER and Operation teams. My role required a strong partnership with senior executives so that we can drive strategic initiatives from benefit plan design to HR applications that impact all 26,000+ employee partners each day. I also oversaw a dedicated team of HRIS analysts that support an increasing set of best in breed HR application point solutions that include core HR, payroll, benefits, ACA compliance systems, time & attendance, performance, succession, recruitment, onboarding and learning management.As Director of Benefits for the 2014-2017 benefit plan years I directed and coordinated the healthcare and wellness activities at Petco for all employee partners while managing a benefits spend in excess of $65 million and responsible for delivering quality healthcare options and wellness strategies while minimizing the increasing cost of healthcare.Responsibilities also included: Created and managed the new HRIS Reporting Service team, responsible for data analytics and reports across the organization.Ensured daily support and updates for PeopleSoft 8.8, SuccessFactors Performance Management, Taleo Recruiting and Onboarding, Mercer Marketplace, TALX/Equifax Employment Verification & ACA solutions, Ceridian Dayforce Time & Attendance, SumTotal LMS and ADP. Created and managed Petco’s ACA compliance strategy and responsible for Petco’s Health Care Reform compliance regulations. Acquisition leader, responsible for the integration of newly acquired lines of business onto core HR applications.

San Diego, California, Us

On behalf of Petco, a 27,500+ employee national retailer; managed and facilitated the implementation effort of the Mercer Marketplace, one of the first products of its kind for three key industry leaders. The Mercer Marketplace combines the best in class Benefits Administration IT platform, powered by Benefitfocus, with Mercer’s exceptional level of Health & Welfare consulting and employee focus and service. At completion, the Mercer Marketplace ensured compliance with Health Care Reform regulations and created a platform and service ready and poised to meet current and future ACA requirements.

Position Summary: As the Director of IT, I was responsible for the department which provided ongoing Health & Welfare systems and services for over 300 clients, and acting Program Manager overseeing the development and implementation of new benefits administration products and services. I managed strategic client relationships, while playing an influential role within the Senior Management team. I held myself accountable for the career development of the 26 team members within the department. Key Accomplishments and Responsibilities: :I created a department culture of accountability, collaboration and opportunity. Projects were addressed with multiple subject experts, and the development and implementation of new initiatives were managed by self-organized teams (agile servant leadership). Project sponsor and owner for the new BRMS Health & Welfare Mobile App, for both the Android and Apple iOS smart phone operating systems. Lead a Benefits Administration Project Oversight team working in tandem with a large Northern California union with over 70,000 members and an international software vendor, to monitor the scope, budget and schedule of a three year, $15 million total benefits administration implementation. Member of the Senior Leadership team, and played an influential role in the strategic planning of the company, company culture and achieved results by successfully implementing incremental changes.

Position Summary: As a Project Manager at BRMS, I was responsible for many high profile products and services, maintaining client relationships and managing the careers of the eight person development team. Key Accomplishments and Responsibilities:Lead a 6 person team that evaluated all benefit administration system requirements that included Health & Welfare, Member Services, Claims, Pension and Financial Accounting for a large Northern California union; the product of which was used to identify and procure a qualified benefits administration software vendor. Completed the requirements and design for a claims administration system project in jeopardy. Worked with the client to create prototypes, pushing the project forward and implemented with a great deal of success. Worked with senior management to reorganize staff within the department in a way that would facilitate cross-training for all developers within the department. Within six months, many critical business projects typically worked on by a single individual were being shared to increase the knowledge and depth of the department.

Dallas, Texas, Us

Position Summary: At Frontier Communications the title poorly reflected the role and effort. My role was to deliver data and analytics, reports and technical solutions to the entire West Region. This required a great deal of Senior Management interaction and collaboration and included systems development and support as we transformed how the Region did business through same day reporting, regional websites and dynamic and configurable reporting solutions. Key Accomplishments and Responsibilities:Over my tenure, the success of my role created the need for other regions to replicate the position. I trained each new employee and implemented key systems and reports for their specific region. Designed key metrics and tools for senior level corporate Vice Presidents, used for weekly Senior Level Team meetings with the CEO. Developed, automated and maintained a database and interface that allowed the region to customize corporate reporting to reflect key measures and obtain results from the newly developed corporate website without manual intervention. Created detailed analysis for the weekly Region Metrics Report for senior level regional leaders that identified customer trends, projections and forecasts by market. Created a configurable dashboard interface into the billing system that tracked all orders by activity, product, sales channel, sales and service pipeline, and service commitment dates.

Escondido, Ca, Us

Position Summary: As a Client Services manager I managed 19 multi-administration client projects with varying scope and size, and was responsible for developing new lines of business with both existing and prospective clients, while also managing resources, scope, risks, budgets, billing and schedules for client projects and services. Key Accomplishments and Responsibilities:Personally tasked to manage four of TRI-AD’s high profile and ‘at risk’ clients. Within four months, these clients became a reference for prospective clients. A team lead for the creation of a new benefits administration system. Coordinated with intern teams and third party developers in an effort to create a single administration platform and client, participant and administration user interface for all TRI-AD benefit services.

Position Summary: Lead contact to develop and foster new relationship with third party benefits administration software vendor and was responsible for the design and development of the client conversion project plans, test plans, issues logs and issue resolution processes.

London, Gb

Position Summary: Technology Department Lead for two out of our six Health and Welfare West Region client teams. Responsibilities included managing all aspects of the System Development Life Cycle (SDLC) changes for both Sun Microsystems and the McKesson Corporation. Was accountable for all system changes loaded to the production environment as well as ensuring the SDLC methodology was followed. Key Accomplishments and Responsibilities:Lead consultant for McKesson to develop a Hewitt solution for a population that was previously manually administered. Personally designed and created a custom system to fully automate the retiree benefits eligible population - the first in McKesson’s retiree benefit history. This custom system design processed payments, option availability, and monthly bank credits, without manual intervention required – in turn saving hundreds of work hours annually. Implementation manager for Sun Microsystems’ total HR outsourcing for 40,000 participants. Worked with Sun, third party vendors and internal Business Process Outsourcing team to effectively design and manage the entire overhaul of the Human Resources Information System. Project was completed successfully and was also under budget from a time and cost perspective. Technology team leader for Annual Enrollment implementation changes for 2002 through 2005. Worked with McKesson human resources as a team member, helping to create employee/employer plan design enhancements. Consulted with the client while managing the implementation team and changing third party vendors to drive solution toward overall goals of system reliability. Career manager for six associates. Performed individual pay review decisions/discussions, managed individual career performance, Hewitt staffing, and associate long term career goals.Ensured client teams were following internal best practices and the SDLC methodology.

Emba, Business Administration And Management, W/Health Care Leadership Immersion

Bachelor Of Science, International Business (Minor In German)

Education record