Experience

Sentinel Group

• United States
• Financial Services
• 100 - 200 Employee

• Senior Business Analyst

  • Sep 2020 - Present

  Wakefield, Massachusetts, United States Responsible for helping employees and clients figure out ways to improve processes and solve problems. The team employs a systematic approach to making the organization's processes and workflows more effective, more efficient and more capable of adapting to an ever-changing environment.

• Business Analyst

  • Mar 2018 - Sep 2020

  Wakefield, Massachusetts Business Analyst Business Process Management (BPM) Team Information Technology (IT) Department Responsible for helping employees and clients figure out ways to improve processes and solve problems. The team employs a systematic approach to making the organization's processes and workflows more effective, more efficient and more capable of adapting to an ever-changing environment.

• Trade Support Analyst

  • Mar 2017 - Mar 2018

  Wakefield, MA - Monitor automated trade file submission - Cash reconciliation - Mutual fund reconciliation - Manual trade order creation and execution - Post trade processing and resolving trade settlement issues - Handle tasks associated with Monthly/Quarterly fee process - Monitor brokerage account activity and execute money movement

• Operations Team Leader

  • Jul 2014 - Mar 2017

  • Assist Director of Operations in supervising and managing the daily activities of the Contributions and Flex Team • Monitor status of payroll files (receipt, confirmation to client, investment to financial institution) • Coach ,mentor and train Contribution and Flex Payroll Specialists • Assist team members in resolving issues and respond to client escalation calls and emails • Monitor and audit Contribution Payroll Specialists performance, including work quality and… Show more • Assist Director of Operations in supervising and managing the daily activities of the Contributions and Flex Team • Monitor status of payroll files (receipt, confirmation to client, investment to financial institution) • Coach ,mentor and train Contribution and Flex Payroll Specialists • Assist team members in resolving issues and respond to client escalation calls and emails • Monitor and audit Contribution Payroll Specialists performance, including work quality and productivity • Develop, implement, and maintain team processes and procedures • Assist Director with maintaining and reporting team metrics • Assist with Departmental Projects • Assist with New Business conversions and train clients on the submission of payrolls files to Sentinel.

• Operations Associate

  • Sep 2012 - Jul 2014

  • Monitor status of payroll files (receipt, confirmation to client, allocation to financial institution) to ensure adherence to service level standards. • Reconcile payroll file totals to data imported to Recordkeeping system • Verify receipt of census data on periodic basis in order to determine eligibility and allocation of contributions. • Initiate ACH debit requests from client’s account to fund payroll deposits. • Generate client reports, quality control data, and transmit to… Show more • Monitor status of payroll files (receipt, confirmation to client, allocation to financial institution) to ensure adherence to service level standards. • Reconcile payroll file totals to data imported to Recordkeeping system • Verify receipt of census data on periodic basis in order to determine eligibility and allocation of contributions. • Initiate ACH debit requests from client’s account to fund payroll deposits. • Generate client reports, quality control data, and transmit to client via established procedure. • Process and post contribution transactions, rollovers and loan payments once payroll deposits are received. • Perform reconciliation of processed contributions and resolve outstanding differences in value. • Assist Client Service and Plan Consultant groups in answering client inquiries as it relates to payroll and pension contribution issues. • Transmit files to financial institution, verify receipt.



TimeScale Financial

• United States
• Financial Services
• 1 - 100 Employee

• Intern

  • May 2010 - Sep 2011

  • Created and reviewed Morningstar portfolio summaries and reports • Reviewed Monthly Trade Blotter and confirmed new trades and investment switch/exchanges with supporting documents and prospectus receipts • Provided economic and top headlines for the Weekly Market Commentary • Marketing projects with PowerPoint and document outlines • Assisted with administrative duties in support of advisors • Additional work with Morningstar, BranchNet, Salesforce, and Constant Contact