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Skills

  • Accurate data entry
  • Change management strategies
  • Cost-benefit analysis
  • Accounting principles (e.g., GAAP)
  • Financial analysis
  • Process optimization
  • Budgets
  • Contribution tracking and management
  • Auditing pension fund accounts
  • Managing vendor relationships

Work Experiences

  • Transported Adobe Creative Suite to one year customer locations.
  • Achieved zero findings across 6 months.
  • Boosted pension payment output efficiency by 81%.
  • Saved $11 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved 77% participant satisfaction.
  • Achieved results over the past year.
  • Achieved 32% accuracy.
  • Achieved zero input errors.
  • Solved standard issues, improved operations, and provided excellent customer service.
  • Audited pension contribution discrepancies for 18 clients, achieving a 70% accuracy improvement within 2020.

Summaries

  • Over a 17-year career, capable Pension Analyst with significant background in strategic planning.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Consistently recognized for attention to detail.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved a 70% reduction in investment risks through accurate pension plan performance monitoring and proactive reporting, utilizing Power BI to ensure sound financial decisions.
  • Costs were consistently reduced while profits were increased.
  • Contributed to a 53% increase in plan participation.
  • Conducted comprehensive audits.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Conducted dedicated training on pension plan regulations.

Accomplishments

  • Provided technical support and expertise in pension administration during legal audits, aligning all action items with process requirements.
  • Redesigned pension calculation processes to streamline efficiency, reducing overall processing time by 44%, leading to improved service delivery.
  • Led the reconciliation of pension fund accounts totaling over $8, ensuring timely and accurate reporting for quarterly financial close.
  • Implemented pension benefits governance framework in compliance with local and national regulations, reducing audit findings by 85%.
  • Documented and resolved process which led to framework.
  • Directed a team of 6 pension analysts to successfully manage high volumes during peak seasons, increasing payout accuracy by 56% over two years.
  • Accurately calculated benefits for 5 active and retired members, contributing to a 77% reduction in overpayments and underpayments.
  • Collaborated with team of 10 in the development of process.
  • Led cross-functional teams in pension planning project implementation, delivering expected outcomes on time and within the $13 budget.
  • Assisted with the successful migration to Tableau pension software, enhancing data integrity and improving calculation accuracy by 47%.

Affiliations

  • Association for Supply Chain Management (APICS)
  • Pension Rights Center (PRC) - Provided consultation on compliance-related pensions policies as a volunteer
  • Investment Management Consultants Association (IMCA) - Pension asset allocation specialization program
  • Rotary International
  • Financial Planning Association (FPA) - Key contributor for pension fund advisory processes at Summit Group
  • Toastmasters
  • Society of Actuaries (SOA) - Participated in pension actuarial risk analysis forums
  • Institute of Pension Fund Administration and Management (IPFAM) - Attended specialized training on pension legislation
  • Institute for Pension Fund Integrity (IPFI) - Advocate for transparent and ethical pension fund stewardship
  • Institute of Chartered Accountants program - Member focused on pension fund financial oversight

Certifications

  • ServSafe
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Advanced Certified Retirement Specialist (ACRS)
  • Certified Pension Consultant (CPC)
  • Cisco Certified Internetwork Expert (CCIE)
  • Fellow of the Society of Actuaries (FSA)
  • Life and Health Insurance License (State-Specific)
  • Certified Employee Benefit Specialist (CEBS)
  • SHRM Certified Professional (SHRM-CP)
  • IRA Services Professional (CISP) by the American Bankers Association

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