• Provide timely and accurate consulting for a pool of 185 clients regarding their 401(k) compliance testing, including new comparability testing and ADP/ACP failures, Form 5500, missed deferral opportunities, late deposits, and the pros/cons of potential plan design changes • Intentionally engage with advisors to provide consulting advice and answer questions, keeping them informed of changes and plan corrections to build better partnerships for the future • Review work for other Relationship Managers and administrators to verify compliance with governmental requirements and communicate changes, currently having performed 163 reviews/re-reviews while in this role • Created and presented firm-wide trainings to both Relationship Managers and Plan Administrators to enhance the firm’s overall technical expertise o Demystifying Cash Balance Plans (June 2023) o Form 5500 - Changes for 2023 (March 2024) o Late Deposits and Form 5330 (April 2024) o Missed Deferral Opportunities – Calculations and Corrections (May 2024)• Improving Technical Resources for RPSI o Late Deposits Spreadsheet • Created a 6-tab worksheet for identifying payroll deposit timeliness, calculating lost earnings, discussing pyramiding prohibited transactions, and pre-populating a draft Schedule C for the Form 5330 • Incorporated the XLOOKUP formula extensively to minimize errors and reduce time spent on the calculations o Missed Deferral Opportunity Spreadsheet – Developed a 5-tab worksheet for identifying missed deferrals, calculating the appropriate QNEC and missed match, and providing information on associated notice requirements and guidance on correction procedures

• Delivered consulting advice and communicated IRS regulations for a pool of 342 clients regarding their 401(k) compliance testing, including new comparability testing and ADP/ACP/410(b) failures, Form 5500, missed deferral opportunities, late deposits, and the pros/cons of potential plan design changes • Collaborated with financial advisors to increase their understanding of 401(k) regulations and plan design so they could add value and provide solutions to their clients• Reviewed work for other consultants to verify compliance with governmental requirements and communicated changes, having performed over 100 reviews/re-reviews while in this role • Trained and encouraged newer staff to expand their retirement plan knowledge, improving future work product quality

• Performed comprehensive pension administration work for multiple individual plans and one closed MEP with 30 participating employers ensuring accurate work that met IRS/DOL deadlines• Coordinated with multiple clients to obtain employee data and contribution amounts• Performed compliance testing (ADP/ACP, 410(b) and 401(a)(4)) in accordance with IRS regulations, communicated corrections to the client as needed• Reconciled trust accounting data from client data and custodial records in order to prepare Form 5500/5500-SF/5500-EZs for filing• Consulted with clients regarding contributions, IRS/DOL compliance issues, and prohibited transactions, including the associated corrections • Guided clients through IRS/DOL correction processes, drafted necessary documentation, provided support to bring their plans back into complianceEmployee Growth & Development Initiatives • Mentored two associates to prepare them for full-time administration (June 2022 – August 2022) • Developed a training framework, including a goal setting spreadsheet and an ERISA skills matrix to track their technical progress • Reviewed plan work and delivered both technical feedback on their reports and coaching for client interactions • Delegated pension administration work for 30 participating employers in a closed MEP to 7 Associates in 2022 ensuring that they understood the assignment, provided technical tools and training, answered questions, and reviewed completed work for accuracy • Presented technical trainings to newer associates covering topics such as plan eligibility, gain/loss allocation in Datair, loan defaults & 1099Rs403(b) Technical Expertise o Provided consulting and research to colleagues concerning 403(b) technical topics and administration questions o Led PPC’s internal document restatement process for 27 documents and 12 administrators ensuring that documents were being completed timely and provided to the client before the IRS due date of June 30, 2020

• Performed audit planning, effectively communicated with multiple clients to request financial information and prepared client information for the audit team • Analyzed audit direction and adjusted audit test work as necessary to efficiently perform while meeting auditing standards and client required deadlines• Assimilated test work performed by staff to draft financial statements, adhered to GAAP and ensured disclosures were materially correct• Supervised audit team members by reviewing work performed, provided feedback, and assisted with client requests and questions

• Interacted with clients to request relevant financial statement and 401(k) audit information• Completed comparisons to verify correct deferral rates per participant election forms to amounts withheld by the client, investigated discrepancies• Verified compliance with Plan document and participant elections as applicable for matching percentages, vesting schedules, investment allocations, and withdrawals • Critically analyzed financial information to effectively finish both financial statement and 401(k) audit test work• Utilized Excel to process both financial statement and 401(k) information following required audit procedures in a timely manner

• Determine where students are struggling with accounting concepts and respond through detailed, written explanations in an online environment• Grade weekly online class discussion board postings and provide constructive feedback to students• Developed multiple Excel spreadsheets and used them to teach accounting decision making concepts (incremental analysis) to several undergraduate classes• Enhanced Excel assignments to clarify instructions, resolve previous issues, and improve grading rubrics to facilitate student-learning • Reviewed a Course Resource Guide compiled by another graduate assistant and provided constructive feedback to improve the final product and make it more understandable and useful for students • Used Excel to transform 504 lines of raw student data into 13 separate graphs for accreditation purposes• Created a visual Curriculum Map to help undergraduate students understand the progression of accounting coursework • Critically evaluated accounting information available through UNM Anderson School of Management’s website and suggested improvements in order to make it more useful to students

Utilized ComputerEase, an accounting software tailored to the construction industry to complete Accounts Receivable and Accounts Payable assignmentsAccounts Receivable• Transferred information from paper work orders into the accounting software to facilitate invoice creation to support accounts receivable • Entered customer payments, verified payment details, and applied daily cash receipts to customer accounts • Interfaced with customers to process credit card information for invoice payments Accounts Payable• Matched proof-of delivery receipts with invoices as part of internal control processes• Added information from invoices into the accounting software• Proofed invoice registers to ensure correct invoice information and job cost codes• Analyzed job cost codes and general ledger accounts for reasonability Tax• Compiled gross receipt tax information for multiple fiscal years to create an Excel spreadsheet of over 35,000 lines

• Analyzed and resolved benefit plan participant questions utilizing multiple computer interfaces to synthesize client financial information• Communicated with benefit plan participants conveying sensitive information such as personal payments• Addressed conflicting errors between databases containing financial information• Utilized data from a Microsoft Excel spreadsheet to research pension benefit information and noted areas where data was insufficient• Corrected errors and added missing information to correspondence that had been drafted by other employees

Budget Management• Used internal data to compile a monthly financial report for a specific customer using information from multiple sources• Updated and enhanced a weekly financial report for Senior Manager meetings• Researched and implemented aspects of Microsoft Excel to improve a budgetary tracking spreadsheet at the request of my supervisor• Updated 14 work contracts to meet customer specifications using prescribed formatting • Microsoft Excel Project: Collaborated with a co-worker to improve efficiency in financial reporting by working to create a master spreadsheeto Created formulas that would be accurate and automatically update information in the workbooko Endeavored to design the workbook so that few or no changes were necessary when the financial reporting period changedTalent Management• Analyzed employee survey data in support of an employee retention activity• Customized a report in Microsoft Word making it applicable, interesting, and actionable to senior management• Participated as a member of a Division Recruiter Coordination team to develop a Division Recruiter’s Kickoff and Training Event Research Program• Facilitated complex research publication process of technical information for 17 groups of Sandia researchers • Supervised multiple processes simultaneously while working under pressure• Coordinated with scientific technical and non-technical employees at Sandia to support two separate events

• Worked independently collecting customer service data from various State Farm Insurance offices and other competitors • Analyzed and synthesized customer service raw data to create a Microsoft PowerPoint Presentation that summarizing findings for management • Provided recommendations for management to help State Farm offices improve operations