Review plan documents and perform a protected benefit review, offering practical solutions to adopt Fidelity's products and services. Manage all aspects of project budget; hours for each resources assigned, changes to estimated scope (i.e., requests for additional resources, increased costs to client). Maintain continuous alignment of project scope with strategic Fidelity business objectives, and make recommendations to the client or internal team members to modify the project scope to enhance effectiveness toward the business result.Involved in weekly scoping discussions with management of all departments to appropriately assign resources based on project requirements.Worked on various multi-practice client projects in the Large Corporate Market, such as Cablevision new business implementation (DC, DB). Other clients include Tyco; Build credibility, establish rapport, and maintain communication with stakeholders at multiple levels, including those external to the organization.Regular recipient of quarterly client satisfaction surveys, receiving the highest possible client satisfaction scores.Accurately lead multiple projects throughout the entire project lifecycle to ensure the ultimate success of the project.Effectively prioritize workload based on urgency, importance and client expectations.Anticipate challenges and formulate viable options and solutions before they adversely affect the project and/or client relationship.Develop and regularly distribute status reports that monitor the agreed-upon internal and external deliverables and all project components, to ensure that risk is effectively managed.

Responsible for the management of all aspects of the conversion process and establish target dates using project plans and internal department and company tools. Review plan documents to determine operational issues and any potential constraints as they relate to recordkeeping. Coordination of correspondence, conference calls, meetings and presentations with clients, prior recordkeeper, prior trustee and internal departments. Reconcile participant accounts to plan assets. Coordinate the payroll and census data transmission to and from Mercer.Communicate the status of each plan conversion and any related issues to management on a regular basis

Perform thorough research on technical issues, determine effective and strategic resolutions to support client services and the business.Research and respond to issues of both functionality and administration of system issues.Manage an average of 15 fund mappings each month. Provide outstanding product-level support to end users and technical staff.Maintain high-level customer service by isolating problems and resolving issues in a timely manner. Processed over 40 successful source merges in plans utilizing exemplary Project Management skills.

Responsible for the management of all aspects of the conversion process and establish target dates using project plans and internal department or company tools. Review plan documents to determine operational issues and any potential constraints as they relate to recordkeeping. Coordination of correspondence, conference calls, meetings and presentations with clients, prior recordkeeper, prior trustee and internal departments. Reconcile participant accounts to plan assets. Coordinate the payroll and census data transmission to and from Putnam/Mercer. Communicate the status of each plan conversion and any related issues to management on a regular basis.

Accountable for the management of all aspects of the conversion process to ensure a smooth, accurate and timely implementation of defined contribution plans. Review conversion documents for protected benefits. Coordinate correspondence, conference calls, meetings and presentations with client and internal departments. Reconcile and balance records and assets. Ensure compliance with current regulatory guidelines in implementation trustee and recordkeeping services for new clients. Negotiate service solutions with the client, prepare and service pricing solutions and support the sales process. Update all aspects of Plan setup on Omniplus and plan features for proper display on the participant website. Oversee administration and daily recordkeeping operations of multiple defined contribution plans. Establish and maintain professional and effective relationships with multiple clients. Created calculators for various reporting in OmniPlus for internal management and clients.Enhanced functionality of the website for greater ease of use by participants and clients. Assisted in testing of new implementations and other upgrades to OmniPlus.Reviewed various business functionals for approval prior to systems coding.

Serve as primary contact with prior recordkeeper for both the test and live data conversion.Foster and initiate communication with clients and external business partners. Analyze and review data conversion requirements to ensure all data required is identified on the record layoutand provided on the master files. Prepare conversion mapping documents.Reconcile converted data to prior recordkeeper's data and control reports. Prepare client conversion packages.Coordinate all components of the asset transfer function. Developed a working knowledge of the trust accounting and reporting systems. Create numerous calculators for verifying vesting schedules, loan information, missing conversion data and to prorate earnings to participants.

Responsible for overall administration and daily recordkeeping operations of multiple defined contribution plans and for maintaining professional and effective relationships with multiple clients. Oversee staff responsible for plan processing, various daily and periodic reconciliations, and communication with participant service representatives.Develop and implement procedures for efficient processing.Identify, investigate, and resolve technical problems.Responsible for client correspondence, both written and verbal, including periodic service reviews, client billing, and other management reporting.Manage quarterly participant statement process to ensure accurate and timely delivery.

Served as consultant representing State Street Global Advisors to external clients: implementing plan enhancements, coordinating financial reporting initiatives, developing individualized account reporting, and maintaining positive client relationships.Responsible for creating over 80 different calculators for extracting data from OmniPlan to create quarterly client management reports. Programmed compliance testing files and analyzed test results: determined various compliance test populations and recommended options for proper resultant processing (ADP/ACP & 415 testing).Monitored the progress of various bank divisions to ensure contractual service obligations were successfully achieved.Provided extensive training and development to a team of accounting professionals: reviewed and edited completed assignments, assisted in problem resolution and troubleshooting.Compiled and verified information for 5500 tax reporting.

and produced statistical reports involving specific plan attributes and features. Assisted in using this data to create formal report documents for annual service review appraisals across several client relationships.Identified and resolved implementation system design flaws to bring affected plans into compliance from a legal/business perspective.Proactively recommended strategic policy and procedural improvements associated with daily workflow processes.Calculated and processed required minimum distributions.

Responsible for various quality assurance initiatives governing manual transaction processing and quarterly statement production.Processed annual profit sharing contributions, installments, dividends, and complex adjustment transactions.Provided nightly pricing services for eight defined contribution plans.Developed a solid knowledge base of the mutual fund industry, stock and bond markets, ERISA, and fiduciary responsibility guidelines.

Provided client support through verbal and written communication: identifying, researching, and resolving plan and participant issues.Reconciled defined contribution plan records using accrual and cash accounting methodology(s).Trained and provided continuous development support for new employees.Ensured timely and accurate processing of plan contributions, loan repayments, enrollments, rollover contributions, and personal identification number (PIN) assignments.