Leader of Implementation Data Conversion team as well Human Resource Payroll Connection (HRPC) team. Daily duties including, handle and resolve client data and payroll escalations, monitoring and coaching associates on client interactions, reviewing associate job performance, and executing on delegated projects. * Supervises Data Conversion team to ensure equity grants, vesting, expiration and forfeiture actions for clients is loaded and reconciled correctly following strict guidelines for both public and private companies.* Manage and interface with applicable third-party payroll vendors to create payroll connections which are leveraged for accurate taxation with equity and ESPP award events.

Manage multi-strategic executive stock option plans through the entire lifecycle, including online security, large capital equity compensation reconciliation, payroll data mapping requirements, and omnibus account integration. Proven track record implementing over 35 executive stock option plans worth a combined value of $5B in AUM. Define project expectations with C-Suite executives and stakeholders while proactively managing changes in project scope, identifying potential issues, and devising contingency plans.

Thoroughly reviewed client’s equity plans, set up system platform and rules based on information provided in client’s underwriting questionnaire. Conducted payroll interface testing and reported results to clients, and continually communicated the status of the plan to the client and internal stakeholder teams. Interpreted client’s equity data; performed analysis to ensure data complied with recordkeeping systems. Reconciled all cycles of grant information, including building online grant agreements. Created contracts, timelines and implementation schedules as requested by Sales and Conversion Manager. Educated clients on data file layouts to ensure clear understanding of requirements to successfully load data post go live.

Supported Vice President with implementation of employee equity plans. Thoroughly reviewed client’s underwriting document and created system settings based on information provided. Conducted payroll interface file testing and reported results to clients. Uploaded equity activity data provided by the client and sent reconciliation reports to client for verification. Offered necessary administration along with proper quality control measures for ensuring the entire project finished on time and budget. Resourceful, creative problem-solver with proven aptitude to analyze and translate complex customer requirements, data and business problems and design/implement innovative custom solutions.

Project Manager for territories consisting of ~ 35 Sales Directors in Tulsa, Austin, Des Moines, St. Louis, and Bloomington with generating sales > $25M. Complex management of contractor and customer projects utilizing > 900 vendor quotes through defining requirements until project conclusion. Created, researched and maintained cost file spreadsheets by utilizing customer Bills of Material, database management tools, and vendor pricing to determine cost/benefit analysis of each business opportunity and bid; some in excess of $2M.Forged strong cross-geographical vendor relationships that allowed me to provide immediate data for the sales staff, empowering them to confidently price and negotiate project bids, procurement and inventory placement, excess reduction, and price matrix maintenance. Revenue forecasting utilizing data analysis for each project, therefore on-site managers can assertively forecast renewal dollars for upcoming year. Collaborated with Finance to investigate and determine invoice discrepancies reducing excess overhead cost.