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Customer Service Analyst

Location:
Montville, NJ
Posted:
May 26, 2014

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Resume:

Dolly Parikh - MBA

** ****** ******* ******** * Little Falls NJ 07424 ǁ M: 732-***-**** ǁ aceawo@r.postjobfree.com

Professional Experience

Dolly Parikh Milliman Inc

May 2012 – Present

Analyst

Benefits Analyst

Areas of Practice Prepare and review annual valuation process for different clients.

Financial Statement Analysis & Involve in the planning and execution of various client specific projects as

Modeling, Business Analysis, assigned.

Forecasting and Planning, Retirement

Confirm the accuracy of individual pension calculations requested by

Planning.

participants.

Perform complex calculations using established calculation tools and

Industry Lines

processes.

Financial Services/Banking,

Handle defined benefit pension plans for various industries such as Health

Retirement Planning,

Care, Telecom and Retail.

Computer Applications Prepare and review written communications for participant’s plan specific

SQL, MS Excel (pivot tables and questions and escalated issues.

v-lookups) Word, PowerPoint, Assist with system testing for plan modifications and new plan

Access, Outlook implementations.

Load payroll file to the database and review the accuracy of the data.

Education/Qualifications Analyze and review documentation of procedures and identify process

Loyola University of Chicago improvements.

MBA in Finance, May 2011 Utilize SQL, V-Look up, pivot table to prepare various audit reports and

management reports.

Sardar Patel University, India Participate in client calls and conferences on regularly basis.

BBA in Business Management, Involve in various annual and quarterly processes such as retiree COLA

May 2008 update, participant cash balance update and participant benefit statements.

Achievement and Recognition Royal Bank of Scotland, India

Member of Beta Gamma and November 2011 – January 2012

Sigma Commercial Banking Intern

Performed due diligence of small and medium sized enterprises to provide

various business lending products.

Certification:

Created ad hoc reports, analysis and presentations per the requirements of the

ASPPA Retirement Plan

senior leadership team.

Fundamentals Certificate 1 & 2

Complied training material utilized to train new interns and relationship

CFA candidate

managers.

Researched and collected data of small and medium sized company in the

region.

Provided great customer service to acquire and retain new commercial

accounts.

Handled customer questions related to trade finance products.

Coordinated with other departments to improve client service experience.

PNC Financial Services, Chicago, IL

February 2010- October 2011

Banking Representative

Monitor ed and performed daily operations of the bank, ensuring compliance

with Federal and Bank regulations.

Resolved complex or difficult customer issues, and handled escalated

situations to ensure mutually satisfactory outcome.



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