Sandra Garrison Email & Phone Number

Acworth, Georgia, United States

Woodland, Texas - Virtual From Atlanta

Greater Atlanta Area

Defined Benefit Technical Knowledge- Completes most challenging calculations using plan document, technical resources and client assistance and appropriately documents unusual situations- Resource for the region on all complex topics such as: age 70½ minimum distribution rules, Schedule SSA (and other governmental) filings, pay limits, post 65 accrual.

Atlanta, GA

• Effectively run calculation team to produce certified benefit calculations in timely manner.
• Accurately interpret legal documents to prepare worksheets to calculate all types of client’s benefits.
• Maintain log in Access of all benefit calculation activity.
• Prepare monthly reports on each client’s activity to report to Client Manager and Consultants for billing.
• Assist Consultant and Client Managers with setting budgets and preparing detailed engagement letters.
• Kept team aware of all new IRS code changes that affect benefit calculations and set up process to implement when necessary.

• Accurately kept manual ledger on all customers’ transactions.
• Prepare quarterly Federal Reserve Call Report.
• Maintained spreadsheet of fee calculations to provide accurate monthly accruals for Profit/Loss.
• Assisted marketing officers with all administrative functions.
• Effectively assisted all clients with all requests in a timely manner.
• Successfully managed multiple projects in a high energy environment.

Altanta, GA

• Created and implemented a new filing system to improve client services within a commercial bank.
• Assisted executive officers nationally with all administrative functions.
• Successfully managed multiple projects in a high energy environment.
• Effectively assisted all clients with their loan requests in a timely manner.
• Designed and developed a process of calculating net interest income for a commercial bank.
• Reviewed clients’ financial position to track loan availability in accordance with their credit agreement.

Atlanta, GA

• Accomplishments:
• Assisted in converting company’s bookkeeping system from manual to computerized.
• Individually operated the bookkeeping department for a printing company with annual sales in excess of $1 million.