Experience

PAi Retirement Services

• United States
• Financial Services
• 200 - 300 Employee

• Software Quality Assurance Specialist

  • Jun 2018 - Present

  Green Bay, Wisconsin, United States Create and write testing plans for new software development Schedule and facilitate meetings with business analysts and software developers to review written test plans Execute approved test plans to ensure software functionality Regression test existing software to ensure functionality remains unchanged Log defects in code and retest once the defect has been resolved Write process tutorial documents that can be accessed by other team members Provide project acceptance after… Show more Create and write testing plans for new software development Schedule and facilitate meetings with business analysts and software developers to review written test plans Execute approved test plans to ensure software functionality Regression test existing software to ensure functionality remains unchanged Log defects in code and retest once the defect has been resolved Write process tutorial documents that can be accessed by other team members Provide project acceptance after successful completion of project testing Utilized Microsoft Office products on a daily basis including SQL, OneNote, Excel, Word and Outlook

• Client Service Consultant

  • Jun 2013 - Jun 2018

  Green Bay, Wisconsin, United States Gained knowledge within the retirement services industry, working exclusively with 401(k) plans Balance and prepare annual form 5500 for clients Initiate and administer meetings to review current processes to identify gaps in procedures and find more efficient solutions to task processing Perform annual discrimination testing on the behalf of clients and help them resolve failed tests Calculate annual profit sharing allocations for clients Act as a subject matter expert in… Show more Gained knowledge within the retirement services industry, working exclusively with 401(k) plans Balance and prepare annual form 5500 for clients Initiate and administer meetings to review current processes to identify gaps in procedures and find more efficient solutions to task processing Perform annual discrimination testing on the behalf of clients and help them resolve failed tests Calculate annual profit sharing allocations for clients Act as a subject matter expert in regards to new software rollout Ensure clients’ retirement plans remain in compliance of Internal Revenue Service regulations Worked independently and in groups to support team members while processing client requests Selected as ambassador to help acclimate newly hired employees to the company and culture



The Tranel Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Finance Intern

  • Jun 2012 - Aug 2012

  Libertyville, Illinois, United States Collaborated with professionals from across the company including analysts, advisors and accountants Attended leadership, investment, and sales meetings and seminars hosted by the firm Prepared client financial information and paperwork including financial plans and investment summaries Attended client meetings with financial advisors to discuss client financial goals and objectives Obtained hands on experience to a wide variety of sub-specialties within the greater financial… Show more Collaborated with professionals from across the company including analysts, advisors and accountants Attended leadership, investment, and sales meetings and seminars hosted by the firm Prepared client financial information and paperwork including financial plans and investment summaries Attended client meetings with financial advisors to discuss client financial goals and objectives Obtained hands on experience to a wide variety of sub-specialties within the greater financial services industry Show less