Michaela Ma Email & Phone Number

West Sacramento, California, United States

• Produced risk and trade reports to document key portfolio and fund metrics for audit tracking purposes.
• Assisted in Fixed Income’s external audit from February 2024-June 2024. Delivered mandatory performance, risk, trade and internal control documentation to inform the auditor’s review. Communicated trading and internal.
• Coordinated travel reservations for 61 business trips and created expense reports for each trip, ensuring they were accurate and timely to expedite reimbursements to the traveler.
• Assisted hiring managers in the recruitment process for 7 separate recruitments. Communicated with candidates, scheduled and organized interviews, and completed all paperwork necessary for the hiring manager to extend.
• Analyzed and organized data for development of slides for semiannual performance presentations for Fixed Income team to deliver to stakeholders.

West Sacramento, California, United States

• Researched, analyzed, and completed over 272 cases, an average of 9 cases per month, in the past 29 months, involving member’s retirement benefits and provided written and verbal communication to members to explain the.
• Shared my technical knowledge and skills by mentoring team members and acting as a resource. Provided team members guidance on the Decision Letters and Issue Memos procedure and process. Explained and demonstrated how.
• Provided support to team members with making outbound member phone calls, and explaining complex situations regarding member’s benefits, which fostered teamwork and confidence.
• Worked with Service Retirement Leadership to finalize 15 appeals cases in a timely manner, on topics ranging from postretirement earnings, benefit effective date changes, cash balance retirement cancellations, changes.
• Provided written feedback to team members on work assignments, to ensure accuracy and quality control with correspondence to members, resulting in effective communication and maintaining stellar service and support.

West Sacramento, California, United States

-Processed Express Benefit Reports, which outline employee sick leave and termination information-Collaborated with student assistants to review and enter over 1,500 Express Benefit Report forms into the company’s database, which initiated disbursement of retirement funds for CalSTRS members.-Improved the efficiency of the Express Benefit review process.

-Worked in the box office where I processed ticket requests, provided customer service, and completed administrative tasks.-Assisted with reviewing financial statements.

Davis, CA

-I tutored a high school student in Algebra II/ Trigonometry, making up practice problems catered to her needs.

Davis, CA

-Implemented a streamlined system to train new hires at a fast-paced casual restaurant, which resulted in improved competency and confidence in new employees.-Suggested menu items to customers and received positive feedback regarding selections.

Bachelor Of Science - Bs, Business Adminstration/Marketing

Activities and Societies: American Marketing Association Women in Business Beta Gamma Sigma-I learned the importance of prioritizing.

Associate Of Science - As, Business Adminstration-Transfer

Activities and Societies: Phi Theta Kappa

Education record