Susan Parry Email & Phone Number

Kansas City, Mo, Us

Greenwood Village, Co, Us

Serve as a daily contact and SME to Payroll Consultants answering questions, training, and serving as a point of escalation for more complex issue resolution.Work on complex issues where analysis of data requires an in-depth evaluation of variable factors. Solve complex problems by applying broader perspective and experience to identify and utilize existing solutions. During periods of peak season volume, responsible for additional plan assignments and reassignments as neededRespond to a wide variety of emails, service requests, assist line and instant messaging from both new and existing clients relative to both standard and complex issues within time service deadlinesResponsible for the successful setup of payroll integration and installation of both standard and more complex new transfer and/or start-up retirement plan sales Act as the primary contact for Empower regarding all payroll set up matters of assigned client groupsCoordinate the integration and mapping of payroll files/methods with both conventional and more complex plan sponsors to EmpowerAnalyze, define, test and document payroll / contribution file requirements from all stakeholdersDiscuss service product features with assigned plan sponsors, financial advisors and third-party administrators to determine suitability of payroll method and provide comprehensive explanation of administrative duties associated with payrollMaintain established internal deadlines and timelines associated with payroll activityAdditional support calls where troubleshooting and issue resolution are needed to manage clients’ payroll / contribution file issuesCommunication and updates provided on an ongoing basis for necessary stakeholdersCoordinate with internal teams to facilitate FTP (File Transfer Protocol) connections with payroll vendors/clients using direct FTPWork with network payroll vendors for plans transferring to our Payroll Bridge product

Greenwood Village, Co, Us

Payroll implementation partner for converting and implementing client’s payroll with a payroll provider platform to a fully operational status onto the Empower system.Analyze, define, test and document payroll business requirements from all stakeholders.Establish and facilitate payroll calls as needed with all necessary stakeholders.Additional payroll calls where troubleshooting and issue resolution are needed to handle clients’ payroll issues. Troubleshooting and issue resolution to handle clients’ payroll issues. Communication and updates provided on ongoing payroll implementation calls with all necessary internal parties.

Atlanta, Ga, Us

Project and implementation partner for converting and implementing client’s payroll from the J.P. Morgan platform to a fully operational status onto the Empower platform.Analyze, define and document payroll business requirements from all plans in the implementation process.Identify and coordinate resources needed for implementation of Retirement Plans including 401(k), Non-Qualified, 403(b), and Defined Benefit plans from the J.P. Morgan platform to a fully operational status onto the Empower platform.Troubleshooting and issue resolution to handle clients’ payroll issues. Communication and updates provided on ongoing payroll implementation calls with all necessary internal parties.

Maintained client relationships/satisfaction goals and objectives on assigned relationships, including proactive client analysis and relationship management. Possess strong analytic, problem solving, time management and project management skills and be able to work effectively across the organization.Facilitated and implemented plan design changes to accommodate client’s goals and objectives. Provided exceptional client service, consulted on client inquiries, researched and resolved issues, and provided technical expertise on plan and regulatory issues.

New York, Ny, Us

Project and Process owner for converting client’s payroll from concept to a fully operational status onto the J.P. Morgan platform.Analyze, define and document payroll business requirements from all stakeholders.Identify and coordinate resources needed for payroll implementation for Retirement Plans including 401(k), Non-Qualified, 403(b), and Defined Benefit plans.Establish and facilitate weekly payroll calls with all necessary stakeholders.Business Resiliency backup for the Conversion department, position provided planning and implementation of the Technical Resiliency contingency plan for the Conversion department and RPS as a whole.

Kansas City, Mo, Us

Provided leadership, guidance and mentored one direct report and fourteen indirect reports.Migration and implementation of 9 customers from retired system to new system within 9 months.Created, tested and implemented data files for customers.Managed and balanced workflow to ensure timely and accurate processing of 200,000+ monthly Wholesaleremittance payments with a 99% accuracy rate.Identified, improved and implemented processes for efficiency.Tracked and analyzed monthly and yearly metrics to ensure departmental quality performance.Performed cost benefit analysis.Provided written responses to RFP's.Assisted divisional manager in planning and implementing the department's budget and controlling expensesby limiting overtime and controlling supply inventory.Conducted weekly conference calls with software vendor to discuss open item updates, ongoing systemissues and current updates.Primary internal and customer contact for Wholesale Lockbox department.Conducted customer tours.