Samuel B Chesa Email & Phone Number

West Des Moines, Iowa, United States

• Employee Stock Ownership Plans (ESOP) Client Services: Oversee comprehensive client services related to Employee Stock Ownership Plans, demonstrating proficiency in trust accounting and reconciliation. Responsible for processing Allocations, Distributions, 1099s, and implementing Data Scrubbing procedures with meticulous attention to detail.• Advanced Excel Utilization: Demonstrate proficiency in daily utilization of Excel functions and pivot tables to facilitate efficient data management and analysis. Leverage Mainframe systems for enhanced data processing capabilities, ensuring accuracy in financial operations.• Project Management Expertise: Lead and manage multiple projects throughout the year for diverse clients, showcasing strong project management skills and commitment to successful project completion. Collaborate with CEOs, VPs, and managers to ensure seamless coordination, timely deliverables, and adherence to project timelines.• Team Coordination: Foster a collaborative team environment by effectively coordinating with team members, encouraging open communication, and maintaining a focus on achieving collective goals. Facilitate communication and collaboration between various stakeholders, promoting a cohesive and efficient working atmosphere.

• Client Workflow Analysis: Engaged in a dynamic Actuarial Risk Advisory Internship with KPMG's Chicago office, involving comprehensive exposure to client workflow processes. Participated in a series of meetings with actuarial teams, gaining insights into client-specific workflows and contributing to the assessment of risk factors.• Consulting Scenario Seminars: Successfully completed targeted seminars focused on consulting scenarios with clients, actively participating in discussions and workshops. Demonstrated adaptability and analytical skills in understanding and navigating diverse consulting situations, showcasing a commitment to professional development.• Performance Feedback and Improvement: Received constructive feedback on performance during consulting scenario sessions, highlighting strengths and areas for improvement. Proactively incorporated feedback into work methodologies, demonstrating a commitment to continuous learning and enhancement of professional skills.

Bachelor Of Science - Bs, Major: Actuarial Science And Finance | Minor: Data Analytics, Junior

Activities and Societies: Gamma Iota Sigma - Professional Fraternity, African Students Association, International Students Association..

Education record