SHELBY ROBERTSON
Calgary,Alberta
Summary
Collaborative and inspiring leader with a growth mindset interested in designing and implementing HR programs and policies that are aligned with the strategic direction of an organization, that are digitally enabled, and that are scalable for size and efficiency. An authentic leader dedicated to creating a culture of trust and inclusivity.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Manager
Pension & Benefits Services, Suncor
08.2018 - 10.2023
- Built and lead a large team responsible for delivering Suncor's pension, benefits, leave of absence and retirement programs to Suncor’s 12,000+ active employees and 10,000+ inactive employees across multiple jurisdictions in Canada.
- Managed and motivated employees through new HR systems, multiple workforce reduction programs, the Covid-19 pandemic, and an IT incident.
- Developed, implemented, and continuously improved operations processes and procedures, metrics, and performance standards.
- Surfaced plan design and process changes considerations that would allow for more effective and scalable administrative processes, and provide enhanced employee experiences.
- Outsourced the administration of Suncor's defined benefit (DB) plan.
Team Lead Pension and Benefits North America
Repsol
12.2015 - 08.2018
- Lead a small team responsible for the design, governance, and administration of the Canadian and U.S. pension and benefits programs.
- Lead the review, update and implementation of changes to the Canadian and U.S. pension and benefits programs as part of Repsol's aquisition of Talisman. This included the implementation of new service providers and a new HR system (Workday) in the U.S.
- Obtained Board of Directors approval to wind-up two defined benefit (DB) pension plans in Canada and purchase annuities.
- Budget and oversight responsibility for Canadian and U.S benefits expenses.
Pension & Benefits Specialist
Repsol
09.2014 - 12.2015
- Updated plan documents, and governance, funding and investment policies for the Canadian Pensions Plans in accordance with Alberta pension legislation.
- Responsible for the day-to-day operation and administration of the Canadian Pension Plans, including monitoring their administration to ensure compliance with their terms and conditions and the relevant legal requirements, including Alberta pension legislation, the Income Tax Act and the Canadian Association of Pension Supervisory Authorities (“CAPSA”) guidelines.
- Prepared and delivered reports to the Pension Management Committee and 401(k) Plan Committee
- Provided technical guidance and mentorship to the Pension and Benefits team
- Maintained current knowledge and awareness of pension and benefits administration best practices, trends, legislative requirements, and technology
Total Rewards Specialist & Pension Manager
ENMAX Corporation
08.2012 - 08.2014
- Drafted the Human Resources portion of ENMAX’s Cost of Service application to the Alberta Utilities Commission that related to Total Direct Compensation and was the HR witness for pensions at the July 2014 Cost of Service hearing
- Lead the annual compensation cycle and proposed changes to the compensation strategy, structure, and budget that were approved by senior leadership.
- Managed the defined benefit and defined contribution pension plan administration and governance
- Prepared reports to the Pension Management Committee, Human Resources & Governance Committee and Joint Pension Board.
- Recommended changes to the pension plan design to the Pension Management Committee
Consulting Actuary
Towers Watson
02.2004 - 08.2012
- Conducted peer review for valuations and accounting work on small, mid-size and large private sector pension plans, including those with complex plan provisions.
- Completed annual planning processes for clients, including the preparation of budgets, timelines and scopes of work
- Managed the implementation of an integrated administration services offering to a client
- Participated in an organizational design project for the senior leadership of a large public sector organization
- Communicated complex technical matters in a manner that was clear and concise to clients
- Prepared billing packages and responded to client questions regarding invoices
- Developed and trained junior team members
Education
MBA - Human Resources Leadership
Sandermoen School of Business
Fredericton, NB12.2025
No Degree - Fellow of The Canadian Institute of Actuaries
Canadian Institute of Actuaries
Ottawa, ON12.2008
No Degree - Fellow of The Society of Actuaries
Society of Actuaries
Schaumburg, IL02.2008
Bachelor of Commerce With Distinction - Finance
University of Alberta
Edmonton, AB12.2003
Skills
- Actuarial
- Complex Problem-Solving
- Program and Policy Implementation
- Verbal and Written Communication
- Team Leadership
- Performance Management
- Key Performance Indicators
- Project Management
Affiliations
Alberta Regional Council member for the Association of Canadian Pension Management (ACPM) (September 2017 to September 2022)
Secretary and Events Director for Calgary Total Rewards Network, a local association for compensation, benefits and total rewards (August 2012 – April 2016)
Vice-Chair Coordination for the Society of Actuaries (SOA) Retirement Company Sponsored Perspective (CSP) exam committee (August 2011 – August 2016)
- Responsible for organizing Super Question Writing, Pre-Review and Central Grading meetings (e.g., preparing agendas, gathering necessary documents, setting and monitoring timelines for exam process)
Vice-Chair Question Captain for the SOA Retirement CSP exam committee (August 2010 - August 2011)
- Responsible for attending Super Question Writing and Pre-Review meetings to develop question ideas for item writers.
- Responsible for working with item writers to prepare exam questions, grading outlines and illustrative solutions.
Certification
- Osgoode Certificate in Human Resources Law for HR Professionals, June 2020
- Harvard Business Publishing CONNECT Program, February 2020
- Hay Job Evaluation, November 2018
- World at Work Market Pricing – Conducting a Competitive Pay Analysis, November 2012
Timeline
Manager
Pension & Benefits Services, Suncor
08.2018 - 10.2023
Team Lead Pension and Benefits North America
Repsol
12.2015 - 08.2018
Pension & Benefits Specialist
Repsol
09.2014 - 12.2015
Total Rewards Specialist & Pension Manager
ENMAX Corporation
08.2012 - 08.2014
Consulting Actuary
Towers Watson
02.2004 - 08.2012
MBA - Human Resources Leadership
Sandermoen School of Business
No Degree - Fellow of The Canadian Institute of Actuaries
Canadian Institute of Actuaries
No Degree - Fellow of The Society of Actuaries
Society of Actuaries
Bachelor of Commerce With Distinction - Finance
University of Alberta
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