à Advanced knowledge
in MS Excel functions , formulas, pivot tables, macros and VBA
à Complex queries and
VBA Programming in MS Access
à MS SQL
à Windows 7
à IntelliCalcs
à MS Word and Outlook
à Crystal Reports
à Acrobat Writer
à QuickBooks Pro
EXPERIENCE
Business Analyst (06/07 – present) San Diego, CA
(Same Company since Aug 03)
à Manipulate and
analyze large amounts of personnel and financial data from multiple sources such
as Excel, Access, Oracle or SQL databases and extract/create into desired
data files for importing or producing reports
à Maintain and assist
in development of database applications
à Custom design
programs using MS Access, Excel VBA, and Adobe Acrobat to automate complex
calculations and produce correspondences.
à Develop reporting
tools for end users using MS Access VBA and SQL
à Develop customized
web calculation tool for large pension plan end users
à Improve
efficiencies by on-going review of current processes and applications in
use. Participate in implementing proposed solutions
à Train and support
administrators in specialized calculations and Microsoft office Word, Excel
and Access.
à Handle / manage
special projects and work with different levels of internal/external
personnel to accomplish mutual goals
Admin Consultant II (08/06 – 06/07) San Diego, CA
à Administered
mid-size to large qualified plans including Defined Benefit Plans; Profit
Sharing Plans; 401K Plans
à Performed actuarial
calculations including Benefit Projection, Normal Cost and prepare valuations
à Attended client
meetings periodically
à Participated in
conducting enrollment meetings with financial advisors
à Communicated
extensively with plan sponsors, verbally and in writing, on issues related to
plan events.
à Researched and
troubleshoot various plan-related issues (i.e., legal, compliance,
operational)
à Played a key role
in assuring the accuracy and timelines of all administration processing,
reporting and coordinating plan related events.
à Monitored plan
efficiency and suitability to employers and recommend plan design changes and
initiate amendments and new plan documents.
à Committee member of
internal process and efficiency improvement program
HR/Payroll Manager (01/06 – 12/07) Ocha Café, San
Diego, CA
à Responsible for
keeping the employer in compliance with the OSHA requirements.
à Responsible for new
hires and terminations (a 4 employee small business)
à Processed payroll
and prepare all payroll-related filings such as Forms 941 and DE6.
à Prepared State
& Local Sales Tax filing
Senior Benefits Analyst (11/05 –
8/06)
San Diego, CA (Same company of current employment)
à Performed
specialized benefit calculations
à Worked closely with
actuaries on complex calculations including QDRO related issues
à Manipulate data and
create reports for annual valuations and special projects
à Develop programs to
automate benefit calculations in Microsoft ACCESS, EXCEL, WORD, and InfoPath
including the use of Visual Basic for Application.
à Assist in
integrating computer-related solutions across platforms
Benefits Analyst (8/04 – 11/05) San Diego, CA
(Same company of current employment)
à Performed various
defined benefit accrual, annuity option, lump sum, and other specialized
calculations including QDROs
à Manipulated data
and create reports for annual valuations
à Created business
process maps/ document work flows
à Created special
reports using MS Access/Excel/Word based on client/manager needs
à Maintain
Excel/Access/Word/InfoPath programs to automate daily calculations, letters,
forms, reports and on an as needed basis
à Assisted in
maintaining Access databases and refine/adjust structural designs as needed
à Supported MS
Access/Excel/Word users in the office
Benefits Administrator (8/03 – 5/04) San Diego, CA
(Same company of current employment)
à Administered large
corporate defined benefit pension plans and health plans
à Processed
retirement applications
à Performed annuity
option, lump sum, and other calculations as assigned
à Prepared
distribution / benefit payment election packages
à Established /
Adjusted retiree benefit payments at the associated Trust(s) with the
appropriate tax and various benefit premium withholdings
à Reconciled trusts
on a monthly basis
à Processed life
insurance claims
à Responded to
various participant inquiries on a daily basis such as explanation of plan
benefits
Lead Pension Administrator (2/00 –
8/03)
xélan Pension Services, Inc., San Diego, CA
à Responsible for
on-going training to administrative staff
à Tracked overall
pension administration process
à Provided technical
supports to clients, financial counselors, and participants on a daily basis
on administrative issues and basic plan design issues
à Worked closely with
the actuaries in meeting clients’ specific needs such as review of plan
design and contribution projections
à Administered small
qualified plans including General-Test, Traditional, Cash Balance, 412i
Defined Benefit Plans; New-Comparability, Integrated / Non-Integrated, Age-Weighted
Profit Sharing Plans; 401K Plans; Money Purchase, and Target Benefits Plans
à Prepared Allocation
/ Valuation Reports
à Processed plan
terminations including preparation of amendments, administration, QDROs,
Hardship withdrawals, and distributions
à Created / Designed
department year-end financial summary, and other reports as needed for
administration purposes using Crystal Report
à Acted as a resource
to the department on plan administration, software, and databases
EDUCATON
à Bachelor of Arts
Degree in Psychology, June 1997
à University of
California, San Diego
~~~ Reference
Available Upon Request ~~~