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Skills

  • Project Management Tools (Microsoft Excel)
  • Customizable retirement plan launch
  • Budgets
  • Statistical probabilities
  • Mentorship and performance improvement
  • Financial reporting
  • First Aid/CPR
  • Customer service
  • Project organization
  • Product pricing

Work Experiences

  • Analyzed the performance of 10 retirement portfolios.
  • Allowed for corrective actions.
  • Achieved a 11% improvement in security.
  • Achieved a 2015-over-year rise in retirement plan satisfaction ratings.
  • Achieved a 3% reduction in administrative errors.
  • Completed thorough benchmark analysis of retirement plans.
  • Completed a pricing analysis based on the results of system programs and made recommendations to senior executives.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Collaborated with cross-functional teams.
  • Continuously improved retirement service offerings.

Summaries

  • Completed a competitive benchmark analysis of retirement plans.
  • Collaborated with the risk management team to identify high-risk areas in retirement portfolios, increasing security by 7%. Skilled in delivering actionable solutions.
  • Adept in creating personalized KPIs.
  • Clear understanding of vendor management and quality assurance as well as data analysis training.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Certified Retirement Quality Analyst.
  • Strengths in team leadership and client relations backed up by Miscellaneous training.
  • Achieved 82% error-free results.
  • Achieved exceptional customer satisfaction.
  • Collaborated with the risk management team.

Accomplishments

  • Partnered with benefits managers to redesign communication materials, simplifying benefits explanations and increasing employee enrollment rates by 56%.
  • Worked closely with IT to troubleshoot and implement quality improvements in the data handling system, improving accuracy by 22% and reducing monthly error rates.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Authored and reviewed compliance procedure manuals, which were used by 11% of team members and led to a noticeable 23% improvement in process adherence.
  • Worked with leadership to consolidate multiple retirement reporting systems into one unified platform, reducing reporting time by 48% across 2 departments.
  • Monitored and updated retirement plan KPIs, leading to informed decision-making and a 31% improvement in client report delivery times.
  • Implemented and monitored strategies to improve client retention, boosting satisfaction scores and increasing retention rates by 25%.
  • Conducted comprehensive root cause analyses of retirement service complaints; improved client satisfaction scores by 19% over 6 months.
  • Documented and resolved method which led to procedure.
  • Utilized project management tools like Adobe Creative Suite to track quality improvements, reducing the resolution time for compliance issues by 36%.

Affiliations

  • American Society for Quality (ASQ) Certification or Membership
  • Rotary International
  • Association for Financial Counseling & Planning Education (AFCPE) Affiliation
  • Jaycees
  • American Retirement Association (ARA) Membership
  • International Actuarial Association (IAA) Participation
  • Lions Club
  • American Academy of Actuaries Professional Network
  • Society of Human Resource Management
  • Association for Accountants and Financial Professionals in Business (IMA)

Certifications

  • Advanced Business Analyst Certification by Summit Group
  • Certified Treasury Professional (CTP)
  • Lean Six Sigma Black Belt
  • Financial Risk Manager (FRM)
  • CompTIA A+ Technician
  • Chartered Retirement Plans Specialist (CRPS®)
  • Certified Financial Planner (CFP)
  • Certified Employee Benefits Specialist (CEBS)
  • Certified Quality Auditor (CQA)
  • Efficient Retirement Plan Metrics Certification by Ironclad Systems

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