OBJECTIVE

Seeking position as Senior-level Management Professional in areas of Retirement Planning, Accounting & Finance, Professional Development, Personnel Management, Benefits Administration and Project Management.

QUALIFICATION HIGHLIGHTS

• Offering more than 13 year's progressive and stable experience Project and Personnel Management, Staff Training, and Team Leadership.
• Employ proactive management skills to ensure quality of services and client satisfaction.
• Utilize innate ability to research and evaluate problems, and develop and institute effective solutions.
• Employ training, organization, and documentation skills, which have been important in developing knowledgeable, well-trained and proficient teams, able to support all record keeping functions.
• Dedicated to producing highest quality work, as well as promoting attention and dedication to quality within the department.
• Able to manage challenging projects and situations, handle difficult and diverse personalities with tact, and achieve desired outcome.
• Developed daily training program and processing procedural manual.
• Facilitated group-training classes OmniPlan overview, 5500 reconciliation, UCOM, plan validations, earnings/dividends and adding new funds, and others as necessary.

ACCOUNTING EXPERIENCE AND ACHIEVEMENTS

ABC CITY BANK, 1997 – PRESENT
OmniPlus Conversion Project Leader, Assistant Vice President (2000 – present)
Accounting Training Coordinator, Trust Officer (1997 – 2000)
Senior Accountant (1994 – 1997)

• Assisted with Y2K planning, testing and implementation of OmniPlan record keeping system.
• First-line resource for providing instructions on pricing, reconciliation of assets, plan corrections and conversion questions.
• Produced defined contribution plans' booklets, contracts, service agreements, IRS Submissions, and amendments.
• Analyzed existing plan documents to ensure compliance with legal and administrative requirements.
• Served as technical resource for administration, assigned clients, and field force.

DIVERSITY COMPANY, 1993 – 1997
Group Pension Underwriter (1996 – 1997)
Job Title Group Pension Analyst (1993 – 1996)

EDUCATION

Bachelor of Business Administration, University of Delaware, 5/1993 - 3-time Dean’s List Recipient

TECHNOLOGY SKILLS

• Proficient in Word, Excel, PowerPoint, Project and Visual Basic.
• Maintain and continue to upgrade and apply understanding of Pyramid Digital Solutions (PDS) Phone, Web, and Sponsor applications to daily operational tasks.