Dana M. de Moncada has over 15 years of experience in benefits administration and employee services. She is currently a Benefits Analyst at Allscripts, where she serves as a liaison between the company and benefits carriers, supports annual enrollment, and resolves employee benefits issues. Previously she held benefits analyst and administrator roles at several other companies, where her responsibilities included administering health and retirement benefits plans, managing leaves of absence, and acting as an employee advocate. She has a BS in Business/Marketing from Rider University.
• Responsible for identifying the comprehensive legal patient medical record in paper and electronic systems in Health Information.
• Duties include assuring all patient records and loose documents are scanned and indexed into the EPF with the highest level of quality possible.
• Responsible for full range of tasks performed in health information department with regard to health information management and maintenance.
• Provides customer service support of the health information department and any other duties assigned.
• Responsible for identifying the comprehensive legal patient medical record in paper and electronic systems in Health Information.
• Duties include assuring all patient records and loose documents are scanned and indexed into the EPF with the highest level of quality possible.
• Responsible for full range of tasks performed in health information department with regard to health information management and maintenance.
• Provides customer service support of the health information department and any other duties assigned.
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Hector is VP of Professional Development at the PMI Silver Spring Chapter, and CEO of Bold PM. He's a mid-market growth product executive and changemaker. He works with mid-market product-driven software executives to solve their biggest growth problems. He scales product growth, optimizes ops and builds loyal customers. He has reduced customer churn 33%, and boosted sales 47% for clients. He makes a significant impact by building and launching world-changing AI-powered products. If you're looking for an engaging and inspiring speaker to spark creativity and innovation within your organization, set up an appointment to discuss your specific needs and identify a suitable topic to inspire your audience at your next corporate conference, symposium, executive summit, or planning retreat.
About PMI Silver Spring Chapter
We are a branch of the Project Management Institute. We offer a platform for project management professionals in Silver Spring, MD, and the DC/Baltimore metro area. Monthly meetings facilitate networking, knowledge sharing, and professional development. For event details, visit pmissc.org.
1. Dana M. de Moncada Pg 1 of2
Dana M. de Moncada
Apex, NC
(610) 349-9836
danademoncada@gmail.com
PROFILE
Highly motivated and enthusiastic professional with expertise in Benefits Administration and Employee Services. Strong personalinitiative and proven
ability to achieve results. Enthusiastic commitment to provide positive, proactive and responsive service to all customers. Organized, detailoriented
and able to complete multiple tasks w ithin assigned deadlines.
• FMLA/STD/LOA • Employee Service Center • Benefits Administration
• Pension/401(k) Admin • COBRA • Benefit Determination
• Health & Welfare • FSA and HSA • Compliance
PROFESSIONAL EXPERIENCE
Allscripts(contractor) Nov 2015 – present
BenefitsAnalyst
Serve as a liaison betw een Allscriptsand The Standard on the administration of FMLA and disability requests. Effectively interpret plan
documents and ensure compliance w ith regulations
Support annual enrollment process, including testing of systemupdates, communications and carrier connections
Serve as an employee advocate for the resolution of escalated benefit questions and issues such as health and w elfare, 401(k) and company
perks
Manage benefit plan billing
Conduct audits betw een HR, vendors and payrollto ensure data integrity and financialaccuracy
ServproIndustries, Inc. Nov 2014 – July 2015
BenefitsAnalyst
Responsible for day to day administration of various company benefit programs, including medical, dental, vision, spending ac counts,
disability, life and 401(k)
Serve as the primary point of contact for plan vendors to ensure compliance in administration
Collaborate w ith benefit vendorsand localproviders to deliver w ellness and disease management programs to employees
Participate in the annual enrollment process, including testing of systemupdates, communications, employee meetings, carrier related tasks
and documents
Analyze and approve qualified status change requests that affect benefit eligibility and enrollment to ensure benefit plan compliance
Assist with the review and updating of SPD’s and delivery of legally required notices
Resource vendors and implement annual health fair and flu shots
Conduct w elcome meetings for new employees spotlighting their benefits and options
Handle benefit inquiries and complaints to ensure quick, equitable and courteous resolution
Red Hat, Inc. Mar 2012 – Nov 2014
BenefitsAnalyst / Leave of Absence Administrator
Administer Leave of Absence program(FMLA, STD, Personal, and Military). Ensure compliance w ith regulations and policies. Coordinate
internal processing for allLOAs including entering leaves into Oracle, communicating pay instructions to Payroll, instructing employees how
time off should be coded and collecting benefit premiums during unpaid leave. Collaborate w ith HR Managers regarding employee LOA
issues, return-to-workactivities, and requests for accommodations. Key liaison w ith leave management/STD carrier.
Coordinate w ith Payroll Department to resolve issues related to benefit plan premium deductions.
Serve as liaison w ith the 401k Administrator to ensure that the 401k plan is in compliance w ith ERISA guidelines, IRS codes and other federal
law s. Support 401ktesting for year-end compliance, 5500 filing and audits.
Coordinate w ith third party benefit administrators/vendorson eligibility feeds and benefit contributions. Manage w eekly data files fromHRIS
systemto third party benefit administrators, understand programmed impact of data and respond to feedbackfiles.
Support annual open enrollment
Notify outside vendor of new lyhired and terminated associates to ensure COBRA packets are sent by the vendor in a timely manner
Reconcile HSA transactions
Review health and w elfare monthly invoices for accuracyand w orkwith carriersto reconcile discrepancies
Monitor the effectiveness of existing policies, guidelines and procedures
Handle benefit inquiries and complaints to ensure quick, equitable, courteous resolution.
Grifols (formerlyTalecris Biotherapeutics) May 2011 – Mar 2012
BenefitsSpecialist – Leave of Absence Administration (contract assignment)
Accountable for the administration of Leave of Absence benefits. Reviewed requests and advised associates on eligibility, leave options,
paperw ork, disability benefits and procedures for benefits continuation. Ensured all requests were in compliance w ith state and federal
regulations and policies related to Family and Medical Leave Act (FMLA)
Updated LOA toolkit forms, templates and policies as appropriate.
2. Dana M. de Moncada Pg 1 of2
Developed user procedures, guidelines and documentation for the leave of absence process.
Analyzed metrics for trending and implemented proactive change management for processimprovements.
UNC Healthcare (contract assignment) Jan 2011 –May 2011
Peer Review Coordinator
Fidelity Investments May 2007 – Feb 2009 /Nov 2009–Oct 2010
Pension Data Analyst (contract assignment)
Participated in the research of over 150,000 pension participant records (in-pay, joint annuitant, QDRO, foreign, etc).
Ensured data w as input and captured to maximize comprehension by key stakeholders.
Created documentation and training for associateson systemtools and processes.
Business Analyst/PensionProject Coordinator (fulltime permanent position)
Analyzed pension calculation processesand determined gaps betw een proposed standardization and current practice.
Assisted in the gathering and documentation of business requirements, processflows, administrative summaries and cost proposals for
various initiatives.
Participated in testing activities and completed defect tracking documentation.
Managed annual mailing of Summary AnnualReport (SAR), Summary Plan Description (SPD) and Pension Benefit Notification to over
300,000 participants. Provided documentation and training for callcenter associates.
Merrill Lynch Jan 2006 – May 2007
Restricted Stock Specialist (Executive EquityPlan Services)
Edw ard Jones Investments Jan 2003 – Jan 2006
Investment Representative
Merck & Co., Inc. (Multiple internal positions) Nov 1989 - Jan 2003
HR Coordinator – RecruitmentTechnology
Participated in the implementation of Taleo talent management system.
Served as SME functionally. Provided user support for all aspects of user setup, data updates, testing etc.
Assisted with applicant tracking and compliance reporting.
Employee BenefitsRepresentative
Proven ability to understand, apply and communicate conceptual elements of HR, Pay and Benefits rules, regulations, plans, processes and
procedures to internaland external customers.
Performed benefits administration activities supporting health and w elfare annualopen enrollment, retirement, leave of absences etc.
Assisted with group presentations explaining details of specified benefit programs for new hire orientations and other educational initiatives.
Provided input for the design and/or revision of benefit communication and training material.
Utilized case management systemto trackinquiries and identify escalation patterns. Performed routine root cause analysis to identify
systematic issues or vendor servicing gaps. Proposed corrective action plans.
Pension Specialist
Prepared pension calculations for multiple plans and transacted all pension information.
Executed monthly retiree payroll, reconciled related accounts and conduct routine audits of salary and indicative data to ensure integrity of
data and systems.
Participated in the year end processing of W2 and 1099R tax reporting.
Assisted with the preparation and filing of Form 5500.
Supported efforts to implement new programchanges by contributing to the development of business requirements and testing strategy.
Provided ongoing testing support for Tesseract and PeopleSoft benefit module upgrades and maintenance.
401(k) Specialist
Responsible for the daily administration and compliance of the 401(k) plan for over 20,000 participants.
Ensured accuracy of alltransaction processing and reporting through w eekly defined contribution plan reconciliations.
Supported the preparation of Non-Discrimination and compliance testing.
Partnered w ith HRIS and externalvendor to ensure data integrity for eligibility feeds, timely transmission and resolution of errors.
Staff Accountant
Responsible for maintaining programfor escheating “abandoned/unclaimed” property.
Filed unclaimed property reports with appropriate state.
Accountable for the reconciliation of related accounts and database integrity.
Developed efficiencyimprovements for the repetitive processing and generation of information.
Education
BS (Business/Marketing) – Rider University, Law renceville, NJ
Certified Employee Benefits Specialist designation (in process)