Deborah Lord Email and Phone Number

Managed National 401(k) Retirement Plan by working with 3rd party plan administrator and ensuring compliance through the established Plan Document.Ensured proper and timely funding of monthly 401(k) employee contributions and employer matchCollected annual 401(k) ERISA compliance discrimination testing data for plan administrator and reviewed testing resultsManaged annual 401(k) audit through data collection and review Managed National Employee Stock Option Plan through reviewing plan activity including option exercises/purchasesAssisted with National Health & Welfare Plan management and annual employee benefit meetingsResponsible for processing Corporate office payroll and management of Corporate employee benefits

Managed projects to consolidate all health and welfare plans for approximately 120 subsidiaries, including planning, vendor selection, financial analysis, annual enrollment and data reconciliation Provided compensation analysis for top 200 employees, including job matching, preparing annual compensation packages and providing analysis to senior managementAssisted in the design, implementation and testing of the HRizon internal benefits database as a Project Leader for the consolidation of benefits data for over 100 subsidiariesManaged the administration of the National 401(k), Stock Options and Stock Purchase PlansSupervised Benefits Representatives responsible for daily data analysis and processes for the 401(k), Stock Option and Stock Purchase PlansManaged National Health & Welfare Plan, including the planning and coordination of the annual renewal and enrollment process for approximately 10,000 employees Administered National 401(k) Retirement Plan of approximately $3 million in assets, including funding of employee contributions, data reconciliation and reporting, employee communications, annual audits and annual reportingParticipated in planning and monitoring of 401(k) fiduciary meetingsAssisted in the consolidation of all subsidiaries’ 401(k) plans into one national planAdministered the National Stock Option and Stock Purchase Plans, including data reconciliation and senior management reportsPlanned, designed, tested and implemented financial consolidation database as Project LeaderMaintained integrity of financial database system, analyzed output data, prepared reports, prepared monthly system backups as Database AdministratorImplemented common payroll system for 50 subsidiaries as Project ManagerMaintained general ledger, account payables and financials for the corporate officeAssisted in monthly consolidation of financials for 40 subsidiariesAssisted in monthly consolidated financial reporting to senior management

Conducted monthly closing for credit and casualty insurance subsidiariesPrepared monthly journal entries and reconciliationsMaintained investment schedulesPrepared monthly, quarterly and annual internal and external statutory financial statements required by various licensing states

Planned and participated in the financial and operational audits of automobile dealerships, inventory warehouses and distributors of aviation productsAnalyzed and assessed quality and efficiency of internal control policies and procedures for various subsidiariesPrepared working papers, assisted in drafting financial statements and prepared internal audit result reports for management

Participated as a staff and in-charge auditor on the audits of financial statements for entities in the automobile dealership, manufacturing, construction, property management and service industriesWorked directly with audit managers, firm partners and all levels of client management, including controllers, chief financial officers and equity ownersPerformed various audit tasks on all balance sheet and income statement accountsAssessed the design and implementation of internal controls