Brandon Bard Email & Phone Number

Automated daily reporting and scheduling processes using several Power Automate/Excel Online processes, saving several hours each day across the organization and reducing necessary manual labor. Organized our schedule A tax filing process, ensuring approximately 4,000 documents are created and processed on time each year. Created multiple VBA tools for use across the organization to reduce errors and improve efficiency.

Established Microsoft Flow/Power Automate programs to automate daily metrics SharePoint sites, saving approximately 30 minutes each business day.Delivered and built a VBA macro merging multiple data sources into a single database as part of a MyPath cross-platform project for PFML coverages, saving 1 - 2 business days of work twice a year. Engaged with our vision team to understand their reporting needs and provided them with a VBA tool to reduce their processing time for custom reporting, saving approximately 90 minutes each workday.

Aurora, Il

Process daily, weekly, and monthly reporting for customers/internal partners, maintaining over 96% completion rate within SLAs. Coordinate with the Robotics team to manage weekly and monthly banking reporting to ensure SLAs are met. In 2020 I advised several process improvements for robotics banking which significantly reduced errors by 80%.Reduced monthly robotic banking errors by 10% and weekly banking errors by 20% by analyzing robotics banking data over several months. For this I won the Above and Beyond award in Q3 2020 at MetLife.Administered the National Accounts Implementation Survey data process which includes communication with internal and external partners and data cleaning, collecting, and organizing.Developed VBA Macros to automate customer reporting, which decreased processing time on multiple reports by approximately 30 minutes per report. Educated my teammates and internal partners for Excel information, customer and product information. I also am a Robotics SME and 5500-Tax document SME for our team.

Aurora, Il

Interviewed claimants to gather information for their claim.Set up new claims, including sending letters and verifying claimant job information.Reviewed and requested medical documentation to make case determination.Make decisions whether the approve or deny claim and informed claimant.

Naperville, Illinois

Developed Microsoft Access queries and reports to analyze new business trends, track and correct improper surrender charge assessments, and to analyze policies for potential 1099-R errors, drastically improving correction time for annuity situations. Produced Microsoft Excel spreadsheets to improve efficiency in work processes, such as a daily interest spreadsheet for confirming member’s fund information on our Lifepro software. Solved an annual scenario involving calculating an exact figure while adjusting for surrender charges, federal taxes, and daily interest using an excel calculator I created; this saved several vital hours during our tax season. Created a free withdrawal amount calculator through Microsoft Excel, lowering calculation time by ten minutes per case. Managed tax form 1099-R and 5498 reporting for annuities, maturities, and life policies, including analyzing manual tax extract corrections, reviewing and correcting annuity death beneficiary entries, and transfer of ownership cases. Prepared Access reports for daily death claim payouts for senior company officers to better communicate daily claim payouts.Maintained and improved the policy maturity process for when Life and Annuity policies terminated, reducing the number of unclaimed property cases by ten percent. Analyzed, investigated, and corrected cases where multiple beneficiary annuity death claim payouts were paid in incorrect amounts. Conducted customer service for our members and agents concerning their annuity policies, maturities, and endowment contracts over phone and by mail. Processed annuity withdrawal forms and fund transfers for annuity policies to our members.

Naperville, Illinois

Processed applications for camps, classes, and new memberships over the phone and in person.Demonstrated customer service by aiding customers with information related to YMCA activities and policies.

Naperville, Illinois

Received and sorted shipments of books, magazines, and games for booksellers to efficiently use time and energy.

North Central College

Provided technical experience through telephone, email and direct communication with faculty and students. Labeled and inventoried new equipment to prevent loss and track equipment performance.Demonstrated decision making and work ethic under pressure through configuring technical equipment for large events, including commencements, homecomings, and concerts.