• Manage Apprise ERP implementation projects Plan Projects- Define scope of project- Create and update detailed work plan and project schedule- Select and Manage project staff in consultation with appropriate managerExecute the project according to plan- Setup project document repository to ensure project information is documented and secured - Monitor project progress and make adjustments as necessary to ensure successful completion of project- Review project work on a regular basis to ensure it meets standardsControl the project- Manage revenue goals for projects- Forecast revenue, profitability, margins and utilization rates across projects - Initial escalation point for project related issues- Track and minimize exposure to risk on projectsEvaluate projects- Ensure deliverables are on time, within budget, and at required quality level- Evaluate the outcomes of the project as established during the planning phase- Ensure continuous improvement, build upon PATHFINDER methodology and consultant knowledge base- Ensure effect and professional project communications and interactions

• Experience in managing complex, cross-team/organization projects; success in driving the execution of large-scale, high visibility projects with teams in multiple time zones.• Manage projects to support Retirement Services objectives and goals: - 401k Divestiture, Full Service 401k offering; Workflow projects, Loan modeling and Tracking; New 401K product; Register Investment Advisor; Enrollment kit upgrade; Installation of AG Analytics Reporting, Fund Additions, Fund Mergers, and Fund Redemption Fee projects; OmniPlus upgrades; OmniPay upgrades; server upgrades, and database upgrades• Directed project teams for stakeholders groups from both Guardian and Ameritas for transfer of the 401K retirement employees, customers, products, applications, and technology divested to Ameritas.- Completed efforts 2 ½ months ahead of schedule, both saving costs and avoiding potential additional expenses of extending Transition Services Agreement an optional six months- Support and Customer Service calls return to normal one week following implementation- Early completion and expense management kept the project $1M under budget• Lead the formation and guided new scrum team on agile build of new product offering.- Iteratively built product features necessary for initial product launch- Facilitated sprint planning, daily scrums, retrospectives, stakeholder meetings, and software demonstrations.- Educated and reinforce scrum methodology and agile framework to team members and key stakeholders.- Managed both in house and outsourced scrum team members across disparate geographies, time zones, and countries.

• Responsible to provide a leadership role to ensure the progress of projects, identify/maintain both critical path and project scope, communicate progress and issues to management in order to complete projects on time and within budget.- Manage the successful completion of projects, as defined by the management, using standard Guardian Project Life Cycle (PLC, SDLC) and/or Agile methodologies.- Ensured that realistic project target dates and budgets are established and delivered.- Managed both the project portfolio and project management team.• Managed projects to upgrade core system (OmniPlus) used for record keeping of $2.5 billion in assets with in-house and outsourced team.• Lead project to convert Viewstar document storage system to new AG system with workflow capabilities. Awarded employee of month for work on this project. Lead subsequent workflow projects for various processes - Distributions, Callouts, Rollovers, Enrollments, Participant Changes, Fees, & New Business

Assisted in the implementation of system enhancements by developing requirements, writing test plans, validating results, managing project teams, writing procedures, and conducting training.Provided technology solutions via active participation in various levels of project initiation, program design, development, testing, implementation and ongoing support for pension technologies.Assumed a project manger role to lead teams in the successfully complete of projects to support Guardian Group Pensions objectives within established target dates.Managed project to convert $105 million block of business from mainframe legacy system to current OmniPlus system, saving $250,000 per year.

Responsible for reviewing account reconciliations, journal entries and coordinating quarterly close.Reviewed requirements, tested, and implemented new interface files from OmniPlus system for new PeopleSoft general ledger system.Enhanced receipts processing by combining redundant data and multiple databases into single Lockbox application with improved workflow and reporting• Increased check input process capacity 20%, decreased time applying checks by an hour a day• Improved reporting, accessibility, and security of dataDeveloped and tested interface that reduced monthly loan adjustments from six hours to under an hour.Defined requirements and specifications for OmniPay disbursement system general ledger interface. • Implementation of interface eliminated two to three hours of work per day • Eliminated manual entries, potential posting errors, and processes to communicate positive pay file, federal and state withholding, entry preparation, entry input, & entry reviewRedesigned accounting controls, processes, and workflow.• New process reduced daily entries by 89%• Suspense items decreased 91% and the outstanding dollar exposure decreased $3.9 million within one year, both exposure and aged items were eliminated within two years• Streamlined process reduced the aging of outstanding items to within 30 daysAssisted/responsible for staffing, employee reviews, training and employee development. Promoted from Financial Analyst position to Senior Financial Analyst.

Responsible for providing technical expertise and accounting assistance to support daily operations of accounting department. Performed daily reconciliation of financial control accounts and processed manual activity.Collaborated with plan administrators in the investigation and resolution of outstanding items.Assist in the implementation of system enhancements, including new disbursement system.