Plan Manager

GRANT COFFAS

Education

Bachelor of Business Administration – Finance Graduation Date: May 2017

University of Wisconsin Oshkosh Oshkosh, WI

University Activities and Interests

President of UW Oshkosh Finance Club December 2016 - May 2017

Board member of UW Oshkosh Finance Club August 2014 – May 2017

Professional Experience

One America – Retirement Plan Manager October 2017- Present

Manage 90 million in assets for fifteen companies across the United States

Execute reconciliation and audit reports to ensure total government compliance

Provide clients year-end tax testing and assist those that fail with forfeitures

Support clients with random IRS audits of 401k plans

Travel to clients for yearly investment review presentations

Maximize relationship with leaders of multimillion dollar companies

SII Investments – Trading Software Specialist (Company Acquisition/Shutdown) June 2017- October 2017

Tracked and researched account discrepancies of up to 1 million dollars

Trained advisors on efficiently using companies trading platform

Quickly adapted to advisor needs and issues with trading platform and DOL regulations

Assisted advisors with necessary paperwork to complete each trade or order

AE Jewelers – Finance Intern January 2016 – August 2016

Audited accounts to discover over 120,000 in over counted expenses.

Reconciled all company accounts for errors and to comply with government and tax regulation

Completed bi-weekly payroll and ensured staff received accurate paychecks

Implemented spreadsheets that were innovative and critical for the company to track

year to date profits and their accumulated business debt

AE Jewelers – General Intern May 2015 – December 2015

Oversaw the completion of orders over 10,000 dollars

Managed corporate accounts and finances for different merchants over 100,000 dollars

Reconciled accounting books and tracking of orders from start to finish

YMCA/YWCA - Marketing Intern, Manager, Membership Coordinator January 2012 – May 2014

Collaborated with marketing team to launch a successful Annual Golf Outing Fundraiser

Was responsible for programming; ranging from event coordination, volunteer oversight, donor relationships

Promoted from member services to manager to marketing intern

Managed the building and team of 5 staff during events and off hours

Relevant Coursework

Financial Statement Analysis, Risk Management and Insurance, Essentials of Finance, Financial and Managerial Accounting, Operations Management, and Organizational Behavior

Proficient in Microsoft Access, SAP, Excel, and Word

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