My role as a retirement analyst requires me to administer the county’s retirement plans while ensuring the accurate calculation and timely distribution of pension related benefits. I provide counseling to county employees regarding their retirement benefits, options, and eligibility. I also use my previous experience to help develop and implement strategies to mitigate risks.

• Conducts research to understand how a company functions and where a company can improve• Analyses gathered information to form a hypothesis of company weaknesses and how to fix them• Interviews all necessary groups, such as employees, management, and shareholders to aid in consultancy• Runs workshops to train employees on updated protocols and rules• Prepares reports, proposals, and presentations• Stays current with latest trends in business and applies them to existing business models• Evaluates competitors to pinpoint advantages or disadvantages in the current market• Attends regular meetings to reevaluate new business model and adjusts as necessary• Analyses financial statements including cash flow, net profit, expenditures, and revenues to find problematic areas• Researches any organization dysfunction and provides solutions for improvement• Prepares recommendations on organizational improvement• Discusses long-term goals of the business as these goals pertain to a new business model• Works with members of own team to offer different ideas• Clarifies strategic and operational problems and successes with management

As a data analyst at CoreLife, I am responsible for scrubbing data files of all sizes to create multiple reports. These reports are used to track previous, as well as forecast, performance of sectors within the company, as well as the company overall.

• Interface with existing clients via inbound, proactive and follow-up phone calls, and email• Actively listen to clients and demonstrate empathy while servicing their accounts• Deepen new and existing client relationships by proactively and reactively uncovering additional business development opportunities• Leverage key business partners to resolve, research, and respond to client inquiries and issues as well as well as ensure operational tasks are completed• Exude excellent customer service skills and provide a world class experience for clients• Update and compile client information as necessary• Operate efficiently in a team oriented and highly collaborate environment• Show exemplary interpersonal, leadership, and oral/written communication skills• Able to multi-task while working efficiently under high volume and high stress situations

• Prospect for clients, develop insurance and investment programs and make sales presentations regularly for a broad range of life and non-life insurance products• Propose insurance and investment products appropriate to the applicants needs and ability to pay• Make necessary adjustments in the policyholders portfolio in light of changes in the policyholders’ needs• Understand how to process loans, surrenders, changes in beneficiaries, claims, policy options, and explain the effect of these transactions• Maintain in force the existing insurance and investment products of clients• Perform all duties incident to the care and conservation of business• Maintain records of account, and render, when required, a report of all business transacted and complete accounting of all monies received• Conform to, and abide by the procedures, rules and requirements of the company, regulatory bodies, and the state or states where the Financial Professional operates.AXA ADVISORS, LLC (NY, NY 212-314-4600), member FINRA, SIPC, Equal Opportunity Employer—M/F/D/V. Important Information & Disclosures: http://bit.ly/2f98X9d

• Reviews the work of staff for accuracy and completion.• Provides recommendations to upper-management; works with management to create short and long-term business plans, including operational, business, and financial aspects.• Works with numerous other departments to expedite the completion of estimates accurately and effectively.• Responsible for relaying messages from senior management to staff.• Leads weekly meetings to keep staff engaged as well as informed of plans for the future.• Produces major/complex reports for senior management.• Oversees fiscal, legal, and other compliance requirements.• Works with management and others to development and implement operating policies and procedures.• Manages record database and performs analysis and reporting to support decision-making.• Manages the ongoing operational and staffing activities of the department.• Supervise a staff of five employees to efficiently process retirement estimates• Created various excel spreadsheets to shorten the time to prepare/complete retirement estimates while increasing accuracy• Pension law compliance• Develop standard operating procedures for processing estimates and effectively communicate procedures to staff• Prioritize and manage large scale projects, such as VSP, to ensure that all members get their estimates in a timely fashion• Cut down estimate processing time from 6 weeks to 3.5 with limited resources• Approve transactions for accuracy and completion• Designs and enforces performance standards for the department• Approve timesheets, performance evaluations, etc.• Audits payroll information• Researches contribution and interest reporting• Prepares and approves adjustment transactions• Coordinates training modules for new employees

• Coordinates the procurement and contracting functions for the organization. • Provides advice and assistance to organizational staff on the documentation and justification required for requisitions.• Provides research, analysis and documentation of multiple retirement estimates and final application worksheets for clients.• Provides advice and guidance to staff related to budgeting/finance, specifically, oversight and review of staff work product for accuracy and completion.• Plans and executes special projects

• Responded to service requests from building occupants• Completed routine maintenance• Performed planned inspections• Co-ordinate with other Building Operators• Managed set ups in a building with over 2,000 events within its first year• Developed equipment inventory tracking system• Greeted customers as they enter the facility and gave assistance with questions, comments, and concerns• Provided event recording services

• Worked with project managers by performing cost benefit analysis when they needed to make a project decision, using a spreadsheet tool such as Microsoft Excel, Google Spreadsheets or Quickbooks.• Analyzing the costs associated with a given investment calculated over a three-year period to generate a net present value, payback and other metrics needed to make a good financial decision.• Developed cash flow forecasts that helped project managers predict whether income will cover the cost of operations. • Developed break-even analysis to ensure that projects tasks produce output that helps manage projects.• Provided budget tracking to allow project managers to define hourly rates for resources, customize billing rates and analyze resource usage, keeping the project on track by ensuring expenditures, such as specialized consulting, software licenses and hardware costs, are allowed within the allotted funding.• Coordinated project managers and central office projects in Atlanta• Audited financial spreadsheets for errors within projects• Reviewed contracts• Created monthly budget sheets for area manager cost centers• Developed profit/loss spreadsheets