Kurtis Lindahl, SHRM-SCP

Kurtis Lindahl, SHRM-SCP

Financial Advisor Intern

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  • Timeline

  • About me

    Strategic HR Partner | Performance Management Champion | HR Data Analytics Enthusiast

  • Education

    • Roosevelt University

      -
      Masters of Human Resource Management (MSHRM) Human Resources Management
    • Bradley University

      -
      Bachelor of Science Finance; Business Management Administration; Human Resource Concentration

      Activities and Societies: Financial Management Association (FMA) Society for Human Resource Management (SHRM) Sigma Nu Fraternity Study Abroad Experience:*Egypt/Jordan Winter Interim, 2008-2009*Ireland May Interim, 2010.

  • Experience

    • Merrill Lynch

      Jun 2009 - Dec 2009
      Financial Advisor Intern

      Worked under a team of financial advisors and assisted in: creating financial plans for clients, marketing for Merrill Lynch, and interpreting and organizing client information into excel spreadsheets.

    • Morgan Stanley

      Oct 2010 - Dec 2011
      Finance Intern

      *Assist in creating financial portfoliios*Help create marketing materials for events and services*Interpret and enter data into financial programs*Use microsoft office to organize data

    • The American Red Cross

      Dec 2010 - May 2011
      HR Recruitment Intern

      KEY RESPONSIBILITIES: *Provide clerical and administrative assistance in the recruitment and selection process to ensure the hiring of qualified blood services staff.*Assist in the interviewing process.*Assist with conducting reference and background checks.*Aid in data entry for applicant tracking.

    • COUNTRY Financial

      May 2011 - Dec 2011
      Corporate Employee Relations Human Resource Intern

      Handle unemployment claimsAnswer questions/provide support to employees, financial representatives, and managementMaintain and revise HR policies and procedures Create a best practices guide for employee relationsCreated and helped implement management training on employment laws such as FMLA, HIPPA, ADA, and GINAAssist with company intranet communicationsHelp diversity and inclusion counsil with Leading and Learning programAssist with special projects as needed.

    • Athletico

      Jan 2012 - Jan 2013
      Human Resource Administrator (HR Generalist)

      • Managed compensation program, including analysis, adjustments, bonus, and payroll. • Handled unemployment claims and wage garnishments and aided in benefits administration.• Oversaw Continuing Education and Tuition policies and expenditures.

    • Potbelly Sandwich Works

      Jan 2013 - Jan 2015

      • Worked with finance and accounting pertaining to wage analysis, corporate budgeting, and other analytical projects. • Handled employee relocations and transfers, employee relief program, managed benefits, new-hire orientation, managed stock options, and non-qualified differed compensation program for corporate employees.• Administered and communicated company benefits, welfare, and compensation programs.• Processed, managed, and maintained various benefits pertaining to different states, such as sick leave, disability, time off, and leaves of absence (FMLA). • Conducted and participated in salary surveys to benchmark and interpret salary data.• Calculated and processed quarterly and annual bonuses.• Prepared total reward statements and annual stock option grants.• Facilitated and performed annual compensation analysis for all positions and provided recommendations for senior executive team. Show less • Administer & communicate company benefits/welfare and compensation programs• Manage, and maintain various benefits pertaining to different states such as sick leave, disability, time off, and leave of absences. • Process all insurance enrollments/terminations for eligible employees • Process leaves of absence (FMLA) for eligible employees to ensure compliance regulations are satisfied • Liaison between employees and benefit vendors to provide Potbelly employees with excellent customer service • Coordinate annual open enrollment including: participating in renewal meetings with broker, develop and delivery of OE materials, and partner with the HRIS vendor for online enrollment process • Healthcare Reform: Educating managers, Strategy with vendors and HR Executive team• Audit and reconcile benefit vendor invoices • Complete health audits, 401k audits, 5500 filings, ACA reporting • Analyze benefits data and interpret results using our HRIS system ADP for reporting.• HIPPA training and compliance officer• Conduct and participate in salary surveys to benchmark and interpret salary data • Calculate and process quarterly and annual bonuses, additionally prepare Total Reward Statements and Annual Stock Option Grants • Facilitate and Perform annual compensation analysis for all positions and provide recommendations for our Senior Executive Team. • Analyze total compensation package annually to ensure incentives are appropriate and relevant.• Conduct lunch & learn programs pertaining to benefits/compensation topics Show less

      • Benefits, Compensation and HR Analyst

        Jan 2014 - Jan 2015
      • Benefits and Compensation Specialist

        Jan 2013 - Jan 2014
    • West Monroe Partners

      Jan 2015 - Jan 2016
      HR Operations Specialist

      .• Managed Employer Benefits & Open Enrollment, Benefits Renewal (discussion with Broker, BCBS, and Benefit Committee), and ACA reporting (1095 and 1094 forms)• Facilitated HR Orientation and New Hire Onboarding• Handled company payroll administration and processing, including taxes and W2s• Audited Company HSA, 401K, and Payroll• Ran ad-hoc HR reporting• Examined and analyzed HRIS data using Business Intelligence Software• Partnered with Finance Department to conduct firm wide compensation analysis Show less

    • Lindahl Brothers, Inc.

      Jan 2016 - Jan 2017
      Director of Human Resources

      • Oversaw creation, maintenance, and revisions of HR policies.• Developed and implemented performance appraisal process.• Managed company benefits, including benefit renewal, approximately $250,000 budget. • Negotiated new vendors reflecting a $50,000 cost reduction. • Handled firm’s employee relations, including union issues. • Analyzed job financials to ensure accurate closeouts.• Provided full cycle recruitment process for prospective employees.

    • West Monroe

      Jan 2017 - Jun 2023

      • Provided leadership, HR expertise, and coaching to managers and employees, with specific focus on employee retention, employee engagement, employee relations, performance management, compensation, career development, and talent assessment.• Outperformed corporate retention goals by five percentage points. • Exceeded Fulfillment Index (employee engagement survey) by as much as 10%.• Built credible and trusting relationships with employee populations to help facilitate effective employee communications and relations.• Ensured all employee relations issues were properly identified, reported, and resolved with zero litigation.• Advised and counseled managers and employees to ensure consistent application and integration of policies, procedures, and practices.• Provided employees and managers with first point of contact for questions and guidance on HR topics and issues.• Led key HR processes, including talent review and compensation planning for location and practice areas.• Increased organizational capabilities by developing, engaging, and retaining talent. • Contributed to business by helping identify, prioritize, and build organizational capabilities, behaviors, structures, and processes. Show less • Partnered with talent leaders of organization and participated in firmwide talent projects and initiatives. • Streamlined intern assessment process, improving efficiency by 80% (five days to one day).• Performed analysis and provided strategic conclusions supporting revamp of performance management initiative by designing, developing, and fine-tuning performance management process of organization with over 1,500 employees. Reduced both length of process and individuals involved, netting a $1.3m annual savings.• Configured, analyzed, and interpreted HR reporting to execute strategic people programs. Identified top and bottom 10% to support succession planning and performance management. • Handled resignations and terminations and conducted exit interviews for practice population. Identified trends for practice leaders to determine performance management improvement goals. • Facilitated companywide training regarding performance management topics – over 15 sessions and 1,500+ employees. • Provided talent management guidance regarding interpretation of policies, performance coaching, disciplinary matters, and routine HR issues. Show less

      • Human Resources Business Partner

        Jan 2022 - Jun 2023
      • Senior Human Resources Generalist

        Jan 2019 - Jan 2022
      • HR/HRIS Specialist

        Jan 2017 - Jan 2019
    • Block

      Sept 2023 - now
      Global Human Resources Business Partner

      • Partner with mid-level managers and senior leaders to develop and implement effective HR policies and practices that will support strategic business growth.• Provide HR expertise in the areas of compensation, feedback, performance management, employee relations, development and coaching, and organization development.• Offer thought leadership regarding organizational and people-related strategy and execution.• Collaborate with the People team to champion and accelerate a culture of excellence in which people feel engaged and inspired to deliver top business results.• Develop people strategies and design approaches for diagnosing and enhancing organizational effectiveness and employee satisfaction.• Lead core HR processes (eg, performance calibration, compensation cycle, promotions).• Analyze and interpret various types of employee reports (eg, compensation, job levels, and attrition) to guide decision-making and provide proactive solutions to client group.• Partner with HRBP and Learning & Programs colleagues to work on value-added programs in areas of training, development, career mobility and job performance. Show less

  • Licenses & Certifications

    • SHRM - Senior Certified Professional (SHRM-SCP)

      SHRM