Experience highlights
RETIREMENT PLAN ADMINISTRATOR I
DOXA7 SOLUTIONS INC
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April/2024
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/
Administer 401(k) retirement plans by conducting compliance testing, preparing Form 5500 filings, reviewing plan documents, reconciling contributions, and providing client support. Proficient in Microsoft Office, Excel, Microsoft Teams, Salesforce, SharePoint, FT Williams, Relius, TalentLMS, and ShareFile.
INDEPENDENT CONTRACTOR
FREELANCING
·
February/2024
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Present
SENIOR BUSINESS ANALYST
RAYA SOLUTIONS
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September/2023
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Present
Led business analysis and process improvement initiatives by gathering business requirements, optimizing workflows, managing projects, mentoring junior analysts, and collaborating with stakeholders to deliver strategic solutions. Proficient in ERPNext, Jira, Microsoft Dynamics 365, Trello, NetSuite, QuickBooks Online (QBO), and Microsoft Office Suite.
SENIOR ACCOUNTS ADMINISTRATOR
OUTSOURCED
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December/2022
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Present
Supported 401(k) retirement plan administration by preparing and amending plan documents, conducting nondiscrimination testing, processing distributions and loans, preparing IRS and DOL filings, and assisting clients with plan-related inquiries. Proficient in PensionPro, Datair, EFAST, IRS systems, Insurance Provider portals, and Microsoft Office Suite.
FRESH PRINTS (COMMON LIVING)
ACCOUNTS RECEIVABLE COORDINATOR (INDEPENDENT CONTRACT)
·
December/2021
–
Present
Managed accounts receivable by reconciling balances, monitoring aging reports, collecting overdue payments, collaborating with Real Estate and Legal teams to resolve delinquent accounts, and recommending bad debt provisions. Proficient in NetSuite, Entrata, Salesforce, Slack, and Microsoft Office Suite.
