•Analyzed 14,000 open ended comments from global survey of Covid-19 impacts using Excel pivot tables•Summarized findings/formed recommendations about increased workplace flexibility/design to enhance productivity•Evaluated use of 401k percent matching for employee participants in the Savings & Investment program•Presented recommendations to HR Senior Leaders to increase use of financial benefits by junior employees

Developed and delivered comprehensive monthly KPI reports to senior management, highlighting a 12% projected reduction in hourly worker costs, which drove strategic resource allocation and enhanced cost efficiency across projects.Managed a high volume of transactions and project deliverables, processing an average of 500 transactions per week using platforms such as FINRA, Microsoft Access, and P+, achieving over 90% accuracy and optimizing project timelines.Facilitated direct communication with over 100 clients and stakeholders, ensuring adherence to project protocols and maintaining a 100% compliance rate, effectively mitigating risks and ensuring project integrity.Conducted detailed analysis of insurance documents and producer requests for 200+ broker dealers, identifying potential cost savings and optimizing policy structures to enhance overall project outcomes and efficiency.