OBJECTIVE

• Seeking a position utilize my skill in analysis, client services wif teh progressive organization offering career advancement potential and teh opportunity to apply skills and experiences.
• Meticulous, bilingual professional wif experience in all aspects of accounting including accounts payable, accounts receivable, cost accounting, income tax, auditing, wif skills in financial analysis, financial statement, balance sheet, income statement and client services
• Solid planning and organizational skills in coordinating all aspects of projects from inception to completion
• Strong interpersonal skills wif teh ability to contribute as a team player and to interface wif professionals on all levels including teh ability to handle and resolve difficult issues
• Providing your company wif services that will increase your overall efficiency and productivity
• Well - disciplined wif proven ability to manage multiple projects effectively under pressure while meeting tight deadline schedules
• Compelling background in financial analysis, problem solving skills, including research and resolution.
• Superior analytical skills, analyzing transactions/workflow details in support of process and profit improvement.
• Reporting/Documentation; Inventory; Management; Training; Research & Resolution; Securities; Investment; Analysis, Customer Services, Communication, Analysis
• Excellent communicator fluent in English and Vietnamese
• Exceptional computer skills in Microsoft Word, Excel, PowerPoint, ACTR, TPS, PAS, CWI, WYSTAR, FUSION, DTC, SEI, Healthcare system, PeopleSoft, SharePoint.

PROFESSIONAL EXPERIENCE

Confidential, Minnetonka, MN

Business Analyst/Project Manager

Responsibilities:

• Understand teh reporting requirements that drive teh recording of financial transactions
• Analyze and identify teh source system attributes that will drive financial accounting, reporting, and analysis
• Maintain teh rules tables that control teh assignment of general ledger values
• Research teh root cause of errors that cause teh process to fail and correct as needed
• Work wif project teams to implement new products, customers, operational systems, regulatory changes, etc
• Work on a team of 4 - 5 who interact wif Finance and IT groups across teh Company on various projects that impact teh Financial Tagging System (FTS), teh interface between our front end revenue/membership / claims systems and our general ledger (PeopleSoft)
• Generally work is self - directed and not prescribed
• Gather and document business requirements
• Create and maintain teh rules that drive classification of teh activity in teh financial statements
• Publish rules and findings to appropriate audience
• Gathering requirements from teh client / business and documenting results
• Using mainframe or distributed general ledger accounting systems, e.g. Oracle, PeopleSoft
• Analysis of business process and workflow and providing an evaluation, benchmark and / or process improvement recommendations
• Ability to clearly communicate recommendations and findings to teh business in writing and verbally
• Working wif detailed data sets wif associated rules while maintaining high accuracy
• Problem solving including multiple priorities and research conflicting and/or inaccurate data
• Demonstrate excellent communication, time/project management, organizational, and analytical skills

Confidential, Minnetonka, MN

Business Process Analyst/ Project Manage

Responsibilities:

• Manage Employer & Individual (E&I) project.
• Successful managing several projects Appeals & Grievances (A&G) and Special Manager requests
• Create teh training Referent Guideline for A&G project
• Assist in developing and producing multiple languages collateral and sales tools
• Manage teh translation process for product specific regulatory-required materials to multiple languages
• Review and QA translated materials
• Support teh development of new Spanish, Chinese, Korean, and Vietnamese marketing materials and campaigns including web efforts
• Support teh translation process (including review) of required and other materials in multiple languages.
• Translate materials/ document info Spanish, Chinese, Korean and Vietnamese
• Serve as a translation resource for teh entire marketing department
• Support managers wif multicultural material requests and projects

Confidential, Minneapolis, MN

Sr. Securities Operation Services Specialist

Responsibilities:

• Researches inquired trades from Account Administrators
• Respond to Investment Relationship Managers and research inquiring trades before purchasing and selling
• Balance and reconcile balancing workbook beginning and ending of teh day
• Pull out trades in teh lending report hourly everyday
• Send emails to clients and investment relationship managers on daily basic if trades aren’t correct for purchasing or delivering
• Pulls reports utilizes other programs for daily retirement plan payment interface file balancing and reject resolution
• Performs data validation, ensures accuracy for select transactions and ensures work meets service level agreement deadlines
• Processes initial, fail trades, cancel trades, generates and sends reports to Administrators recapping those trades
• Receives requests from teh reversal desk, investment relationship managers or halp line for stop/redeliver or purchase/receive
• Performs account maintenance by updating information.
• Write and update procedures
• Cross train new team members
• Performs service quality and capacity tracking
• Participates in various projects as requested by manager. Works under moderate to minimal supervision

Confidential, Roseville, MN

Sr. Retirement Specialist

Responsibilities:

• Successfully managing multiple projects simultaneously while utilizing effective time and priority management skills including multitasking, problem solving and prioritizing tasks
• Responsible for being accomplished in strong data entry and PC skills
• Demonstrates proven experience in customer service and teh ability to work independently wifin teh team.
• Provide excellent organizational skills, including detail oriented and sound judgment
• Accountable for applying strong interpersonal and communication capabilities in working wif a wide range of personnel at all levels to gain valuable insight, avoid potential problems, and facilitate teh timely completion of projects
• Initiated sales, sold account packages, including home equity loans, credit card, checking, saving accounts, and prepared compensation documents, proposals and sales reports and processed mortgage payments over phone
• Coordinate post-sales activities wif numerous departments and teams to ensuring proper follow thru relating to taxes, insurance, billing and deployment of total system solutions for customers
• Responsible for customer service, support tax, escrow issues, and hazardous insurance, including contacting tax collectors and assessors to verify teh correct tax amount
• Identified and executed account strategies for existing accounts, by providing excellent level of support for all retention, inventory, contract, and billing management responsibilities