TECHNICAL SKILLS:

• Excel (Advance Formulas)
• PowerPoint
• Data manipulation
• Coaching / Training
• Queries (Access, Sql server, Hyperion)
• Regression Testing
• Macros
• Code logic Review
• Unit Testing
• Budgeting / Costing
• Facilitator
• Test Planning
• Process Improvements
• Integration Testing
• Project management

PROFESSIONAL EXPERIENCE:

Confidential, Charlotte, NC

Retirement Implementation Specialist

Responsibilities:

• Successfully lead retirement implementation projects including work plans, guidelines, excellence review and budgets
• Prepares materials and facilitates client meetings in collaboration with other team members
• Reviewed and understand statement of work for automation
• Identified and effectively communicated scoop request for significant change orders.
• Actively participated in the costing estimates for project.
• Develops and manages project plans for RIS specific tasks to support over project management
• Coordinated with and trained pension admin group
• Worked closely with project team for detailing project timelines
• Mentors other associates in regards to teamwork and other talent development initiatives
• Setup and facilitated weekly progress meetings with client team.
• Worked closely with client during Client Acceptance Testing.
• Clearly communicates project results to other project team members and clients
• Provides analysis of results that are appropriate to the audience
• Provides balanced (positive and constructive) feedback to team members throughout project
• Translate complex pension rules knowledge into requirements
• Design, review and document system code logic for new pension clients
• Develops robust test plans to cover all break points and satisfy expected results
• Managed testing team of other RIS’s
• Verify and validate work product for accuracy and reasonableness
• Reviews and prepares advanced plan information and requirements (accuracy, format, readability, etc.)
• Distinguish between core and custom system offerings and articulate work required to complete tasks and associated costs
• Takes ownership of significant phases of a client implementation project
• Handles a broad range of project tasks under general guidelines and supervision of project manager or lead RIS
• Provide support to multiple clients currently being administered.
• Work with client teams and project managers costing changes to current systems.
• Manage routine system updates that requires changes that may affect the calculations.
• Provide proficient understanding and execution of regression.
• Work quickly to identify, review and update bugs found within the system setup
• Keep accurate up to date technical specifications of the current system set up.
• Demonstrates significant technical expertise and ability to identify and communicate consulting issues
• Serves as a resource for another team member (technical and non - technical)

Confidential, Atlanta, GA

Senior Technical Analyst

Responsibilities:

• Design, review and configure system code logic for new pension clients
• Ensure the highest levels of quality in the implementation of the defined benefit portion of a new benefits client.
• Diagnose, support and resolve client issues related to the Implementation.
• Provide query based reports thru SQL Server (simple and complex).
• Use SQL Server for data manipulation as needed (insert, delete, update queries).
• Responsible for documenting new functionalities and updates.
• Developed and executed functional test plans based on plan documents to ensure quality of implementation.
• Works independently adhering to deadlines and time frames set forth in project plan.
• Perform requirement review due to change orders.
• Direct client contact for Implementation support or updates.
• Subject Matter Expert on Crystal Reporting tool within 3 months of learning.
• Coaches and train others on crystal reporting and design aspects of the system.
• Use and troubleshoot XML documents for data within crystal templates
• Supported year-end processing for multiple clients.
• Cleaned up backlog of outstanding issues for clients.
• Provided ongoing support after live date as needed.
• Provided added support to other client teams as needed.
• Take ownership of design and development of small project during implementations

Confidential, Atlanta, GA

Technical Analyst

Responsibilities:

• Convert, update, and maintain client requirements according to comprehensive analysis specifications.
• Design, update, and deliver unit, integration, regression, and acceptance test plans.
• Assist with the deployment (or migration) of new system updates into the production environment.
• Work with the Domain Manager and the Benefits Service Manager to clarify requirements.
• Provide service specific expertise for data, foundation, and systems analysis in the creation of analysis specifications and in corporate recommended updates to analysis based on review.
• Design test plans (unit, integration, regression, acceptance) and in corporate recommended updates into test plans.
• Review analysis and test plan documentation and evaluate the results of test execution.
• Completes high level testing to ensure no major defects are in the code.
• Executes test plan (including regression testing) by identifying/creating test participants and performing calculations for expected results. Determines if configuration performs accurately, reflects requirements, and has zero negative impact to existing provisions.
• Documents defects when actual results do not meet expected results.
• Analyzes issues/defects and debugs the system when configuration is not producing expected results. Researches issues to determine if source of error is with the test data, test plan, or configuration.
• Resolves issues with test cases or set-up and re-tests configuration. Escalates issues as appropriate.

Confidential, Cary, NC

Senior Pension Calculator

Responsibilities:

• Use VBA, Excel formulas, and Access to create/automate spreadsheets and reduce manual workload.
• Review and test team calculation software, document errors or problem patterns, and recommend system enhancements
• Implement Lean techniques in process Improvements
• Perform project-planning activities, including the creation of a project definition and project plan clearly identifying the project's scope, approach, impact, tasks, and responsibilities
• Coordinate team projects through planning, implementing, and evaluating the direction and effectiveness of our team initiatives
• Establish priorities of multiple projects based on importance, urgency, and timeliness.
• Report to management on the status of projects, trainings, and business trends.
• Audit calculations of production staff to ensure we maintain the target level of quality.
• Implemented and provided training for an Excel-based integrated report generating software program.

Confidential

Pension Calculator

Responsibilities:

• Increase team productivity through mentoring, trainings and creating spreadsheets that make the calculation process more efficient for other team members.
• Use VBA, Excel formulas, and Access to create/automate spreadsheets and reduce manual workload.
• Analyze complex, manual pension calculations for the Confidential, Confidential, Confidential, Confidential and other clientele based on plan documentation and related legislation.
• Subject matter expert on various acquisitions and implemented Clientele.
• Propose and present new procedures and ideas to create more efficient end-to-end processes for consumers and clients
• Identify mentor and train associates with the potential and desire to grow within the organization.
• Organize, evaluate and analyze information and proactively find solutions for projects