Caryn Klein Email & Phone Number

Supporting Financial Systems and Reporting.

Greater Atlanta Area

Support the Vice-President of International Homeland Security and Disaster Management. Manage the executive's Outlook calendar and contacts proactively; keep executive on time and on track. Schedule appointments, meetings, conference calls and detailed travel itineraries for executive with 60% travel schedule. Create domestic and international travel itineraries using American Express Axiom software. •Assist with annual creation of conference and sector budgets. •Coordinate attendance of 20 annual conferences for executive’s sector, several requiring exhibit space. •Manage coordination of marketing materials, booth display, and giveaways for exhibited conferences.•Manage and submit business and expense reimbursement requests, purchase orders, and invoices.•Review and respond to emails and voicemails in a friendly and timely manner.•Create weekly reports with data exported from Sharepoint into Excel.•Maintain sector’s annual memberships in various organizations and associations.•Manage IEM’s procedure for acquiring international business visas company-wide.•Create all India travel itineraries for the CEO including calendar management during travel.•Attend select conferences to represent IEM at exhibit space and build client relationships.•Direct interaction with senior executives and their executive assistants.•Responsible for Atlanta site facility administration.

Supported award-winning defined contribution participant and plan sponsor Web sites. Performed business analysis, quality assurance testing, and project management of all maintenance and development of new product enhancements. Used exceptional organizational and team building skills to facilitate work sessions. Gathered business requirements and implemented projects plans for all online initiatives. •Experienced with all systems and processes used in the management of 401(k) plans and assets including recordkeeping, participant and employer contributions, deferrals, withdrawals, loans, mutual funds, client services, and statement processing. •Produced clear and concise project documentation, organized team meetings, meeting agendas, meeting minutes, and status reports to senior management and project stakeholders.•Managed vendor relationships including vendor selection, contract review, and statement of work orders, invoice review, and expense management.•Created and maintained project plans in MS Project.•Supported Sales, Marketing, and Investment Support by producing ad-hoc Excel and MS SQL reports.

Supported award-winning defined contribution participant and plan sponsor Web sites.• Led the analysis and integration of an $80K Guidance project into an existing website providing over 60 plans with the option to receive asset level recommendations on their account balances.• Led the analysis and integration of a $1M Advice project into an existing website providing 30 plans with fund level recommendations on their account balances.• Managed vendor relationships including vendor selection, contract review, statement of work orders, management of expenses, systems development, testing and QA.• Generated ad-hoc SQL reports of VRU and Web statistics for 600K-2M participants across 200-600 plans.

Supported a mainframe based Accounting, Materials and Procurement System on a year 2000 project.•Performed business analysis, functional design, and detail specifications.•Programmed, tested, and implemented program changes using COBOL.•Created test data and test procedures for all programs that were modified. •Coordinated weekly production migrations with Project Leaders and DBA’s.

Supported a mainframe based Financial Reporting System and a Pension System.•Supervised 5 application developers on two mainframe systems.•Responded to all programming and analysis requests using COBOL.•Wrote functional requirements and technical specifications. •Coordinated the relocation of the Pensions applications department from NYC to Atlanta. •Recruited, interviewed and trained new employees hired for the Atlanta office.

Bs, Marketing

Programming Certificate