Sara Caddy, SPHR, CEBS, CHSA

Experience

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  DiNisco Design Partnership

  Jan 1997 - Jan 2002

  Business and Finance Manager

  Managed office finances including AR, AP, P/L statements ● Maintained budgets, fee projections and fee calculation of architectural projects ● Administered compensation analysis and reporting ● Managed bi-weekly payroll ● Oversaw and maintained 401(k) plan and 5500 reporting ● Teamed with project architects in creating and tracking client, contractor and consultant AIA contracts ● Recruited and supervised growing administrative staff and collaborated with management in creating office procedures, policies and standards ● HR contact for all employee relations and issues ● Maintained both project, office space and insurance records ● Managed personnel records and HR policies including all office benefits and new hire training. Show less

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  GUND Partnership

  Jan 2003 - Jan 2010

  Business Administrator

  Collaborated with Business Manager and Managing Principal on all corporate benefits, compensation analysis and salary reviews, staffing schedule and annual personnel performance reviews ● Managed employee benefits, HR, payroll and financial functions ● Worked with Business Manager in development, administration and negotiation of group insurance plans, defined benefit plan and comp/bonus schedules ● Implemented and oversaw HRIS/ERP system ● HR office and generalist responsibilities consisting of corporate policy updates, LOAs, onboarding new employees, offboarding and corporate layoffs, management of personnel files and visa paperwork ● Processed bi-weekly payroll, reconciliations and W-2 processing, including salary changes and bonus distributions. Show less

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  EF Education First

  Nov 2010 - Apr 2016

  Collaborate and work with global RED team (Recruiting and Employee Development) by managing US HR and Benefits team, coaching managers and overseeing daily administration of talent in all company divisions and departments of large, privately held global sales-based educational travel company.Benefits Director and business partner with staff managers, directors, VP’s and C-class ● Provide strategic guidance of corporate benefits philosophy and objectives ● Manage Benefits team and daily administration of 2,500 US employees ● Drive employee engagement and communication of company rewards program ● Oversee onboarding and offboarding of employees across 18 US locations ● Compliance of regulatory concerns, updates and annual filings ● Policy development, execution and documentation ● Benefits management, negotiation, launch and research ● Management of group health insurance package ● Oversee employee retirement plan and ERISA compliance ● HRIS/HCM management, reporting and upgrade ● Employee safety, welfare, wellness and health ● Drive and meet ACA employer mandate compliance ● Coach new staff managers on navigating complex employee issues and business unit development ● Collaborate with and provide guidance to seasoned managers and directors on staff performance plans ● Partner with leadership team, Legal, Finance and Payroll departments. Show less

  • Benefits Director

    Nov 2013 - Apr 2016

  • Benefits Manager

    Nov 2010 - Nov 2013
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  Dimensional Fund Advisors

  Apr 2016 - now

  • Benefits Director and Vice President

    Jan 2025 - now

  • Benefits Manager and Vice President

    Jan 2021 - now

  • Benefits Manager

    Apr 2016 - Jan 2021