Jared Rudominer Email & Phone Number

Remote

Remote

Orlando, Florida Area

Selected to be a part of a Financial analyst team within the club to analyze the Materials Sector.

• Developed a tool in excel using VBA to drastically increase the accuracy and efficiency of sending fund performance reports • Created a standard operating procedure for sending out quarterly due diligence reports• Trained existing employees on new processes• Assisted Financial Advisors and Investment Committee in identifying mutual funds worth consideration for firm’s recommended fund lineup

La

• Retrieved data for more than 16,000 clients from disparate data sources and compiled data into an easily digestible format• Assumed responsibility as project lead on the filing of nearly 2,200 Form 5500 extensions• Methodically filed 40 Form 5500s per day to the Department of Labor• Audited prior year filings and notices to ensure plans maintained compliance

United States

• Integrated a new process of sending notices, which increased output of the notices team by over 200% due to the maximization of productivity during loading times • Streamlined Excel spreadsheets by sorting clients via account login, boosting the efficiency of the notices team • Created macros to accelerate processes and trained employees on how to properly use them with mouse bindings• Provided weekly performance metrics and updated projections to Chief Operating Officer to ensure multiple projects remained on schedule with strict Department of Labor deadlines• Collaborated with Strategic Solutions Manager to reorganize salesforce page layouts, develop macros, and automate reports• Set company record for most sent notices in a single work day