PROFESSIONAL SUMMARY

Highly accomplished, visionary professional with increasingly responsible roles in human resources, account management, risk management, and data analysis. Results-oriented, decisive leader with proven success directing diverse groups of professionals to achieve maximum results contributing to the expansion and growth of an organization. Establish and maintain quality relationships with all colleagues and clients, utilizing strong interpersonal and communication skills. 
CORE COMPETENCIES

• Recruiting
• Client Relations
• Financial Analysis
• Performance Management
• Web – Based Reporting Tools
• Process Development
• HR Policies & Procedures
• Employee Relations
• HRIS Technologies
• Organizational Development
• Operations Analysis
• Project Management

PROFESSIONAL EXPERIENCE

Confidential- Charlotte, NC July 2011 - December 2011 
Contract employee through Resource Accounting, Inc.
Learning Analyst

• Developed and implemented various HR Learning reports (Oracle/eLearning) by providing process, system, and technical support to Learning & Development associates/managers.
• Worked effectively with key stakeholders to understand their on-going reporting needs as well as delivered ad hoc reporting requests.
• Performed research and analysis to determine accuracy of data and final reports.
• Assisted senior analysts by preparing and issuing instructions concerning generation, timeliness and distribution of reports according to new or revised practices and procedures.
• Acted as first level support for Oracle/eLearning end users.

Confidential- Charlotte, NC November 2010 - June 2011 
Contract employee through Resource Accounting, Inc. 
Business Control Specialist

• Managed the execution of internal control disciplines and operational excellence within the Global Human Resources department.
• Led the building of mitigating action plans, milestones and controls.
• Managed compliance and audit controls to ensure mitigation of risk to associates and the bank.
• Leveraged data in order to monitor effectiveness of key controls and status of mitigation/action plans.
• Documented, tracked, monitored, and escalated risk related issues utilizing Key Performance Indicators (KPI’s).
• Assisted team in completion of multiple enterprise required assessments/projects, including risk and control self-assessments.

Confidential- Charlotte, NC September 2009 - November 2010
Contract employee through Spherion, Inc. 
On-Site Client Services Manager

• Managed HR functions, including: strategic planning, organizational development, recruiting, training, benefits administration, and employee relations.
• Interacted with department managers and hiring managers to coordinate planning activities of trends, needs, and hiring within the benefits call center.
• Evaluated, counseled, and managed a staff of 75 call center contractors.
• Responsible for adequate staffing, adherence and service level agreements were met in a timely manner to drive client delight.
• Monitored compliance practices in federal, state and local government regulations.
• Produced and validated performance reports for call center associates.

Confidential- Dallas, TX May 2008 - April 2009 Account Manager

• Provided administrative sales support for Sr. Financial Advisor implementing Bank Owned Life Insurance (BOLI) policies to community banks.
• Coordinated with internal legal partners to ensure accuracy of verbiage in BOLI contracts that were to be submitted to client for final signature to implement benefit plan.
• Provided assistance to the client with government agency reporting requirements as well as with the development and performance of compliance training for their staff members.
• Developed cost benefit accounting reports and provided accounting details to the client/stakeholders on a monthly basis.
• Managed and adapted firm policies/procedures to keep current with applicable industry regulations.

Confidential- Charlotte, NC April 2007 - May 2008 
Sr. Benefits Analyst

• Prepared custom non-qualified retirement plans for credit unions and community banks using Bank Owned Life Insurance (BOLI) and Annuities for funding.
• Analyzed client’s financial statements to determine equity investment capabilities.
• Provided technical expertise for benefit plan accounting and regulatory issues.
• Ensured timely completion of benefit plan audits on behalf of policy holders.
• Maintained industry expertise in regulatory and tax issues affecting insurance products sold to clients.
• Developed and audited financial reports for delivery to senior management.

Confidential– Charlotte, NC January 2005 - March 2007
Operations Manager, Assistant Vice President

• Gathered associates requirements, business needs and project objectives, via feedback sessions, in collaboration with all stakeholders to implement a web based platform for the submission of annuity/life insurance paperwork.
• Responsible for organizing Functionality Test Plans which was utilized by the testing team during testing processes.
• Interfaced with business users to prepare and update Business Process Requirements (BPR) and Software System Requirements (SSR).
• Performed analysis of business rules, business system process flows, user administration, and requirements.
• Conducted Joint Application Development (JAD) sessions with stakeholders throughout Software Development Life Cycle (SDLC) to resolve open issues.
• Provided operational product support for life insurance products, after tax investments, and annuities for Bank of America Investments.

Confidential– Charlotte, NCJune 1999 -December 2004
Operations Manager

• Managed and oversaw administrative functions of the Bank of America Annuity Service Center.
• Conducted the interview and selection process, to fill open positions, partnering with the Director of Operations and other interviewers to define interview strategy and frame offer packages.
• Monitored quality activities and assigned work to employees in functional areas.
• Responsible for ensuring data integrity and detecting process errors.
• Developed and implemented departmental policies and procedures.
• Performed, analyzed and monitored production of daily performance tracking reports for inbound/outbound annuity applications utilizing key performance indicators and benchmark indices.

EDUCATION

Master of Business Administration 
Bachelor of Science in Business Administration 

TECHNICAL SKILLS

Proficient in: MS Project, MS Access, MS Word, MS PowerPoint, MS Excel, Lotus Notes, OpVar, Impromptu Reporting Software, SharePoint, SOX and Oracle platform systems. 
CRM/HRIS Databases that include but are not limited to PeopleSoft, eWorkplace, eRequests, eLearning, Taleo and Concur.