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