
Alane Haik
Staff Attorney

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About me
CFO/ Grants Manager
Education

Tulane University
1994 - 1996Bachelor of Arts - BA Political Science and GovernmentTransferred from Loyola University- New Orleans

Louisiana State University, Paul M. Hebert Law Center
1996 - 1999Doctor of Law - JD Law
Experience

Metropolitan Center for Women and Children
Jun 2002 - Aug 2009Staff Attorney• Provided crisis legal services for victims of domestic abuse, sexual assault, and stalking, including preparation of Petitions for Protection from Abuse and representation at Protective Order Hearings• Negotiated child custody, visitation, and other ancillary matters between co-parents• Counseled clients on legal matters and provided referrals for long-term legal services• Presented family law training and designed reference cards for police officers, social workers, EMS/ emergency room staff, and other community service providers to better serve the Center’s clients Show less

Pension Services,Inc.
Nov 2005 - Jan 2011ERISA (Taft-Hartley) Benefits Administrator• Initially worked as data entry and medical claims processor, duties increased to Health and Retirement Plan Administration by late 2008 • Worked in all aspects of Plan Administration including benefit calculation, project management, Restatements of Plan Documents and SPDs, implementation of Plan Amendments and bookkeeping • Promoted to Manager in 2009- supervised and managed 4 employees• Moved to Zenith American Solutions and Carpenters Training Fund of Louisiana at request of clients' Boards of Trustees Show less

Carpenters Training Fund of Louisiana
Jan 2011 - Apr 2020Administrative Manager• Utilized the QuickBooks platform for financial administration of apprenticeship program, including full-cycle bookkeeping, reporting, budgeting, and assisting with the annual audit• Managed $2.5M investment portfolio, insurance policies, real estate matters, grant funding, and bank and credit card accounts as directed by Board of Trustees and Plan Professionals• Coordinated and participated in Board of Trustees meetings and conference calls• Assisted Training Director and Coordinators with preparation, interpretation, and enforcement of Employee and Student Handbooks and State Apprenticeship Standards• Developed and revised all fund applications and forms to ensure continued compliance with regulatory and legislative guidelines• Completed weekly payroll, federal and state tax filings, and monthly fringe benefit reporting for 25-30 employees at two training centers • Submitted Union Dues, Vacation Plan, 401(k), cafeteria plan, and child support reports and payments• Enhanced safety controls by clearly delineating PPE-mandated zones within the shop, installing prominent, bilingual signage inside and outside the Training Center, providing protective gear for guests, and strictly enforcing safety rules for staff and students• Implemented formal grievance and progressive disciplinary procedures to address student and staff actions, including classroom and shop evaluations, personal or sexual harassment, safety concerns, and discriminatory actions based on race, age, sex, or disability• Educated Training Director, Coordinators, and Instructors on compliance and regulatory changes for disabled students and prospects Show less

Zenith American Solutions, Inc.
Jan 2011 - Jan 2020ERISA (Taft-Hartley) Benefits Administrator• Prepared for and participated in Board of Trustees meetings and conference calls• Led teams of 5-7 professionals on Restatements of Plan Documents, Summary Plan Descriptions, and Plan and Trust Amendment implementation for 2 Defined Benefit Plans and 2 Health Plans• Managed project to convert data for 3,500 member DB Plan from prior TPA, found and corrected administrative error by prior TPA, resulting in projected savings of $1.5M to the Plan• Completed Requests for Proposals, PBGC and 8955-SSA filings, withdrawal liability calculations, and other regulatory matters for 3 Defined Benefit and 2 Defined Contribution plans (approximate total 9,500 participants, 200 participating employers) at 3 Zenith offices • Provided eligibility determinations and claims payment for Medical, Dental, HRA, and Prescription benefits, including COB and subrogation for 2 Health Plans with roughly 2,200 total participants• Processed DB and DC Retirement Plan applications, calculated benefits, and provided pre-retirement participant consultations• Reviewed DB and DC Plan calculations, streamlined application processes and provided guidance for 3 processors in 2 offices regarding Plan interpretation, appeals, and ERISA/DOL regulations• Educated Plan Participants, unions, and participating contractors about Plan provisions and amendments, including ACA, DB Rehabilitation Plans, and DB Variable Annuity Plan structure• Completed annual HIPAA, PHI/PII, and HITECH training and Continuing Legal Education on Benefits, HR, and Labor and Employment Law Show less

TurboTax
Jan 2020 - Aug 2020Live Expert- 2020 Tax Filing Season• Provided customers with tax advice, calculations, and product support through video communication • Educated customers with tailored, user-friendly advice about their tax situations, including possible changes that could result in decreased tax liability or increased refunds• Researched customer questions using government and professional resources and team expertise • Received extensive training before and throughout the tax season to ensure customers received the most up-to-date information• Offered customer support about the CARES Act and other COVID-19 legislation, including stimulus payments, unemployment, and small business relief Show less

METRO CENTERS FOR COMMUNITY ADVOCACY
Oct 2020 - nowCFO/Grants Manager
Jun 2021 - nowNon-Profit Grants Accountant
Oct 2020 - Jun 2021
Licenses & Certifications

Notary Public
Jefferson Parish, LouisianaJul 2003
QuickBooks Advanced Certified ProAdvisor
QuickBooks Online , Cloud Accounting SystemMay 2020
Attorney
Louisiana State Bar AssociationApr 2000
Individual Tax Preparer
Internal Revenue ServiceJan 2020
Excel Master Certification
ExcelCEOAug 2020
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