Completing financial projections for ESOP clients including repurchase liability forecasting, benefit level modeling, and transaction feasibility analysis.

Project managing ongoing changes and client implementations by updating and creating requirements, providing financial estimates, establishing timelines and project plans, and overseeing multiple roles including IT to ensure timing and quality demands are metGather and interpret requirements to ensure there are no discrepancies or missing scenariosCreating most efficient method for correcting data and problem solving after analyzing data fields for inconsistencies and inaccuracies and determining a solutionOverseeing the testing process including creating test plans and overseeing the testing processDemand Reduction lead, counseled client teams on different tools and solutions specific to their client needs to reduce phone calls into the customer service centers

Data lead, provided training and mentoring to data team associatesCreated and maintained processes and documented in Summary of ProceduresManaged projects by budgeting necessary hours, assigning work and overseeing associates progress Completed data cleanup by requesting queries, and analyzing and trending data issuesWorked closely with client by traveling for face to face meetings and frequent phone conferences

Updated accounting triangles and forecasted future premiums paidConfirmed data transferred correctly between new and old databasesDetermined components and causes of high paid loss for current year through statistical analysis of data in Excel graphing curves and using normal distribution principles