Vice President - Corporate Administration & Nrs Cfo
Huntington Beach, Ca
Ascensus is the largest independent provider of retirement plan administration & plan consulting in the United States. Key Responsibilities:- Acted as a liaison for integrating acquired companies' operations and financial services into Ascensus.- Produced insightful monthly KPI and OPEX analysis, providing valuable performance metrics.- Oversaw national accounting, finance, banking, Human Resources, and IT operations/software development.- Collaborated daily with the CEO and COO on financial and operational issues.- Partnered with Technology to identify inefficiencies and advise on integration strategies.Key Achievements:- Executed a comprehensive acquisition strategy, integrating over 20 acquisitions in 30 months. - Developed and implemented data-driven solutions to improve billing, reporting efficiency, and workflows.- Designed and implemented processes to enhance billing and reporting, supporting change management.- Created operational reports outlining plan information, assets, and census data for acquired companies.- Directed multiple hardware and software projects, including SQL Server and Microsoft 365 licensing.- Successfully managed the rewrite and user testing of the client management application for national rollout.