Jay Zhang

Senior Consultant at USI Consulting Group
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Contact Information
us****@****om
(386) 825-5501
Languages
  • Chinese -

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Experience

    • United States
    • Financial Services
    • 300 - 400 Employee
    • Senior Consultant
      • Jan 2013 - Present

    • United States
    • Business Consulting and Services
    • 1 - 100 Employee
    • Defined Benefits Administration Senior Consultant
      • Jan 2015 - Present

      My main role as Senior Consultant is to manage benefit administration engagements and monitor administrative processes and procedures to ensure accuracy and timeliness in the delivery of services to both clients and plan participants. Some of the responsibilities that make up the majority of my day to day work, which also happens to be my favorite parts of the job, are to serve as a key resource for new plan and client automation projects across the practice, to provide guidance to associates, and to help clients make smarter and more informed decisions on the management of their defined benefit plans and participants. Show less

    • Defined Benefits Administration Consultant
      • Jan 2013 - Dec 2014

      As a consultant at Findley, my specialty focuses on helping Plan Sponsors maintain and manage their defined benefits administration and to provide an excellent experience for their participants.

    • United States
    • Professional Services
    • 700 & Above Employee
    • Client Services Team Lead
      • Dec 2011 - Sep 2012

    • United Kingdom
    • Financial Services
    • 700 & Above Employee
    • Calc Automation Specialist
      • Jan 2009 - Dec 2011

    • Benefits Analyst
      • Aug 2006 - Dec 2008

Education

  • DePaul University
    Bachelor of Science (B.S.), Accounting and Finance
    2001 - 2005

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