Dynamic Senior Manager trained in an IT environment who goes above and beyond given job responsibilities to achieve superior results and maintain company-wide data integrity.
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Managed 2015 year end high volume period and stepped in as temporary DC Director until a replacement was hired (6+ months). Held daily meetings with DC Data Conversion and Implementation team, both onshore and offshore reviewing the status of all projects and stepped in when needed to ensure SLA's were met for all projects.
Supported the conversion of data for many high profile DC clients to the Fidelity Recordkeeping System (FPRS) such as General Dynamics, Kraft, Deutsche Bank, Catholic Health Initiatives, Advance Auto Parts, Northrop Grumman, and Disney (DB and HW on line beneficiary to IDB).
Initiated the creation of a new tapespec needed to load deceased participant data to beneficiary accounts at conversion. Record 76 was successfully put into production in 2013 and reduced the need for manual updates to beneficiary MRD's.
Partnered with MRD Operations group to help improve the MRD conversion process. A macro was created and is used by the operations team once MRDs are converted to FPRS. This macro helped to decrease the number of DSR requests and manual updates.
Created and maintained training documents to assist other Systems Analyst as well as Software Developers in the conversion of complex data items.
Received a perfect score on most client surveys completed by internal partners after the completion of conversion projects.
Considered Subject Matter Expert related to many complex conversion data elements. Some of those data elements include Auto Enrollment, Auto Increase, Minimum Required Distributions, Distribution Elections, Vesting and Deemed Loans.
Developed strong relationships with business partners allowing our groups to work as one to improve the conversion process.
- Manage group of Data Conversion Systems Analysts.
- Support group of Data Software Engineer Developers in multiple locations (Smithfield, RI; Westlake, TX; India).
- Assign conversion projects to Systems Analysts, create internal PPMC to track projects and for programmer assignment.
- Attend scoping meetings to determine hours required for incoming projects as well as capacity available to take on conversion projects.
- Conduct performance reviews for Systems Analysts and Software Engineers.
- Set performance goals for direct reports.
- Provide guidance to entire conversion team as the SME related to DC conversion data. This includes providing data mapping, data clean up , data analysis, and data reconciliation expertise.
- Lead data correction efforts for entire conversion team when required. Research and analyze data issues as well as determine best course of action to resolve the problem with minimal impact to the participants and the client.
- Work closely with business partners (Conversion Services) to ensure we provide the best possible experience to our clients and participants by providing accurate data conversion with as short a blackout as possible.
- Conduct conference calls with prior recordkeepers to request detailed information related to data converting to Fidelity. Request data files containing all information required for the converting plan.
- Add all data related files to client folder on Team Work Place (TWS).
- Review prior recordkeeper data files and layouts to determine format is acceptable and that all required data was received.
- Format and transfer data files (create data sets) to the mainframe using Time Sharing Option (TSO) .
- Provide Software Developers direction on where to pull and how to convert data from prior recordkeepers data file to our 80 byte record formats (1200 byte for OLB).
- Frequent contact with prior recordkeepers during all 3 phases of conversion (Test, Refresh and Live). Request additional data if needed, confirm accuracy of data received, and manage timing of all data files.
- Analyze data files in several different formats (excel, text, pdf, data sets) in order to have a complete understanding of what has been provided and to confirm accuracy of data.
- Assist project team in reconciling data and provide guidance on best method to address data issues.
- Train newly hired Systems Analysts as well as create and maintain training documents, conduct weekly Systems Analyst meetings, and work with conversion partners to strengthen conversion process.
- Conduct pier reviews of Data Element Listings, which contains the mapping direction used by our developers. Provide piers guidance on best mapping strategy to use.
- Audit of participant conversion data to confirm accuracy prior to loading to recordkeeping system. Confirmed upload to recordkeeping system was successful.
- Utilized merger functionality to move participant data from one plan on the DC recordkeeping system to another plan on the DC recordkeeping system.
- Processed trades for assets received related to DC retirement plans converting to Fidelity.
- Communicated with clients regarding the audit of their conversion data as well as the reconciliation results of the plan assets received compared to the participant data.
- Addressed all data issues with either the client, internal project team or prior recordkeeper whom provided the data.
- Trained newly hired Conversion Analysts.
- Processed wires for clients. Invested as directed or distributed payments as required based on documented agreements.
- Sold small personal loans and home loans.
- Processed loan repayments.
- Contacted clients requesting past due loan payments.
- Processed banking transactions required by customers. These transactions included cash deposits, cash withdrawals, money orders, bank checks, loan repayments, as well as credit card cash advances.
- Reconciled cash drawer, balancing cash to all transactions processed.
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Resume Overview
School Attended
- Nichols College
Job Titles Held:
- Senior Manager, Data Conversion and Implementation
- Systems Analyst / Sr. Systems Analyst 2006 / Principal Systems Analyst 2012
- Conversion Analyst/Sr. Conversion Analyst
- Cash Manager
- Loan Manager
- Teller
Degrees
- Bachelor of Science
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