• Performed plan administration tasks for Large Market client with over 200,000 participants’ defined benefit plans, including regular ongoing processing of participant Death, Benefit Inquiry, Data, Incoming Documentation, Leased Service and Disbursement work orders.• Performed Benecalc system automated and Excel manual benefit calculations related to QDROs, RMDs, Active Death, Transfers, Overpayments, Disability, Active Late, True Up, Historical, Union Offset, Prior Payout, Final Average… Show more • Performed plan administration tasks for Large Market client with over 200,000 participants’ defined benefit plans, including regular ongoing processing of participant Death, Benefit Inquiry, Data, Incoming Documentation, Leased Service and Disbursement work orders.• Performed Benecalc system automated and Excel manual benefit calculations related to QDROs, RMDs, Active Death, Transfers, Overpayments, Disability, Active Late, True Up, Historical, Union Offset, Prior Payout, Final Average Compensation, Highest Average Compensation, In Service Payout, Out of Scope Plans and Early Retirement for 40 Qualified DB plans.• Created and modified standard operating guides and training tools with respect to plan documents, provisions, regulations, and administrative procedures.• Performed UAT testing for new integrated Harmony platforms features prior to PROD updates.• Executed monthly and weekly reporting such as Bulk Returned Mail processing, Termination Batch Billing Reporting and Morning Transaction Reporting requiring use of SQL. • Participated in special projects such as Fidelity Deconversion and Annual Valuation File.• Demonstrated ability to successfully work and meet productivity expectations working individually and within the team while meeting SLA and project deadlines. • Experience interpreting legal documents related to Divorce, Disability, Affidavit, Conservatorship and Claim Requests as related to active, vested term and deceased participant’s pension benefits. Show less

• Worked on four different clients with 5,000 to 10,000 participants defined benefit plans, including trust reconciliation, back-feed reconciliation and performing benefit calcs in Excel.• Analyzed and modified participants data by extracting reports for comparative analysis to validate no discrepancies between our database system and the trust systems.• Performed special projects such as Valuation Files, Annual COLA batch update, RBD projects and AFN Data projects while also performing… Show more • Worked on four different clients with 5,000 to 10,000 participants defined benefit plans, including trust reconciliation, back-feed reconciliation and performing benefit calcs in Excel.• Analyzed and modified participants data by extracting reports for comparative analysis to validate no discrepancies between our database system and the trust systems.• Performed special projects such as Valuation Files, Annual COLA batch update, RBD projects and AFN Data projects while also performing Ad-Hoc reporting as requested.• Utilize expertise in database system to track client information, document financial reports, and prepare benefit statements for plan participants while working on multiple teams.• Aligned company standards with nuance tax regulations in relation to pension distributions.• Performed payment reconciliation with trust extract file and also back-feed reconciliation.• Served as reviewer for payments, death and data cases while also training more junior team members.• Collaborated with supervisors, team members, and India team to enhance processes, procedures, and workflow. Served as a technical resource to the DB team for client and trust contact as needed.• For one small market client performed call center duties directly on the phone with participants.• Processed work directly in the following trust sites: BNY Mellon, State Street Bank, Northern Trust. Show less

• Tutored students in calculus based physics• Assisted physics professor supervising and conducting laboratory

• Acquired experience implementing key tools, concepts, and principles of competitive analysis andstrategy formation, while making decisions to maximize long-term profits as VP of Marketing within a multifaceted team culture through the Marketplace Business Simulation in Strategic Management class

• Co-managed a $1.5 Million portfolio based on fundamental analysis of companies included in the S&P 500 Index using a value-focused strategy.• Gained first-hand experience in stock research, valuation and asset allocation.• Made buy and sell recommendations of stocks based off of market analysis and research.

• Performed analysis and data collection for the 2017-2021 Comprehensive Economic Development Strategy.• Conducted workshops and community events in the Texoma area including the 2017 VITA Tax program.• Coordinated meetings with multiple Economic Development Agencies in the Texoma area.• Helped design and translate flyers to Spanish.• Provided 90+ hours of volunteer work.