Liaison between the business and the IT team, interacting with internal and external stakeholders, system analysts, developers, QA testers and release managers. Created detailed business requirements and functional specifications that described the business need, project scope, new and/or modified functionality, impact to surround systems, testing and documentation considerations. Assisted client services, conversion and production support teams with research and resolution of issues. Review of technical specifications, QA test plans and results, and release documentation. Areas of expertise: Mutual fund transaction processing and account maintenance; Corporate data masking; Compliance regulations; Federal, state and NRA withholding/reporting; DTCC notices; Servicing of retirement, ESA, 529 and ABLE accounts. • Assisted with creation of a new user interface developed in an Agile software environment. Met with stakeholders to define desired functionality. Created UI mock-ups and data dictionaries for developers. Responsible for testing, tracking issues and documenting resolutions in Jira.• Implemented Alltax, a software application for state tax withholding for retirement accounts. • Responsible for delivery of a Corporate Data Masking solution to anonymize PII.• Designed withholding and reporting modules for Non-Resident Alians (NRA) and for the Foreign Account Tax Compliance Act (FATCA). • Conducted in-house tax training seminars.• Support client conversions from a VMS based application to a Linux based application.Business Systems AnalystResponsible for developing software enhancements to SuRPAS, a subaccounting recordkeeping system for brokerage and retirement accounts. • Created detailed business requirements, functional specifications for transaction processing, ACH, account set up and maintenance, taxation. • Tested software programs, reviewed QA test results and documentation.

Created detailed business requirements and functional specifications that described the business need, project scope, new and/or modified functionality, impact to surround systems, test cases and documentation considerations. Assisted client services, conversion and production support teams with research and resolution of issues. Review of technical specifications, QA test plans, unit test results and release documentation. Responsible for developing software solutions and enhancements to SuRPAS, a subaccounting recordkeeping system for mutal funds servicing brokerage and retirement accounts.

• Responsible for conversion of new business pension plans. • Manage asset liquidation and reinvestment for multiple mutual fund providers. • Reconciliation and transfer of plan data to daily recordkeeping system.

Coordinate and oversee all activities relating to conversion of defined contribution plans. • Responsible for marketing/sales support for new business officers. • Development of customized communication materials for clients. • Enrollment/investment seminars for plan participants. • Oversee transfer and reconciliation of plan assets. • Import of plan data to daily recordkeeping system (Trustmark MBA3D). Review of plan documents for compliance with IRS regulations.

Provide pension plan administration for corporate timeshare clients. • Training new clients on 401(k) recordkeeping software. • Assist in design and development of daily recordkeeping system.

Administration of corporate retirement plans with assets in excess of 35 million.• Developed departmental procedures for daily recordkeeping services.• Client contact for administrative/recordkeeping services.• Assist in training of new employees within institutional services division.