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career objective
recent mba graduate with extensive operations management and project/performance analysis background eager to contribute talents toward supporting a dynamic organization in optimizing performance
profile
ø offer more than 10 years of progressive experience in systems administration, support, and analysis, with expertise in the financial and investing arenas
ø coordinate, manage, and report on system status and progress of special projects
ø emphasis on improving performance through new technologies and effective staff training
ø efficiently assess and respond to client-specific needs; ensure superior levels of satisfaction
ø dynamic organization, prioritization and time management skills; consistently achieve critical deadlines while maintaining high quality standards
ø proactive team player equally effective in independent and collaborative environments
education
joseph m. katz graduate school of business, university of pittsburgh 2008
master of business administration c concentrations in strategy, finance, and marketing
university of dayton, dayton, oh 1998
bachelor of science in finance
nasd series 6 license
professional experience
greycourt & co., inc., pittsburgh, pa 7/05 c present
senior systems project analyst (6/08 c present)
in recognition of outstanding performance, steadily progressed within this premier private wealth management firm to attain position responsible for continually increasing the performance and efficiency of all technical systems
effectively train, develop and coach a top-producing team of performance reporting analysts vital to company objectives
research and investigate emerging technologies in consideration for improving interactive client software; steer quarterly account loading and report preparation
senior performance reporting analyst (7/05 c 6/08)
achieved excellent levels of total service satisfaction through timely, accurate delivery of reports for very high profile clients
oversaw administration of investedge web-based performance reporting platform and trained personnel on appropriate software usage; reduced quarterly reporting process interval by 35%
invesmart, inc., pittsburgh, pa 1/03 c 7/05
operations team manager c quality assurance
expertly oversaw all activity affecting 170 key accounts; supervised four-member daily accounting team to ensure quality of service
successfully consolidated eastern operations and coordinated platform conversion for 250 plans, created staff training program, liaised with interstate offices regarding account reconciliations
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todd consulting, inc., pittsburgh, pa 4/02 c 12/02
business support analyst
established technological solutions to facilitate client plan set-up and administration; worked closely with member office marketing and client service departments
steered recordkeeping and auditing efforts to ensure accuracy and client satisfaction; directed deferred compensation administrators in daily procedures
federated investors, pittsburgh, pa 6/98 c 4/02
plan administrator
served as primary contact for multiple bank partners and sponsor companies regarding trading, reconciliation, and participant issues for numerous 401(k) retirement plans
applied depth of knowledge in financial products and services towards providing exceptional client assistance and acquiring new accounts; guided users through upgrades, retirement plan services website navigation, and use of voice response technology
played integral role in major conversion projects, implementing the investlink total service manager system, periodic testing, client and internal revenue service reporting, and systems integrity assurance
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