Customer Service Project

Barbara F. Williams

*** ***** ******, **********, **, 06604

*************@*****.*** 203-***-****

PROFESSIONAL SUMMARY

* ***** ******* ********** ** Project Coordination with a focus in planning, budgets, scheduling and daily operations

Results-oriented professional, skilled in project implementation, execution, data reporting and resource management

Strong interpersonal skills by working with stakeholders, creating presentations, communication pieces and agendas

Skills: SAP, Workday, Remedy, SPSS, PowerPoint, MS Office: Project, Access, Excel- Vlookups, Pivot Tables, Formulas

WORK EXPERIENCE

Sun Products Corporation – Wilton, CT August 2012 – Present

Benefits (Project) Analyst OE Implementation, Budgets and Special Projects

Coordinate benefit projects to ensure programs operate effectively, on-time and within budget parameters

o Lead meetings to evaluate project scope and deadlines, resulting in successful execution of 2013 Open Enrollment

o Consistently outline project schedule and progression, gain increased responsibility and satisfaction with director

o Finalize $1 million+ department budget in first week of hire utilizing excel and budget analysis expertise

Design spreadsheets to monitor project costs, department expenses and to devise cost savings metrics for programs

o Liaise with Director to re-evaluate 2013 Wellness budget and was able to cut program costs by 20%

o Develop SAP audit/tracking process which has saved department $150,000 in over-paid and misallocated invoices

o Monitor department expenditures and report accruals providing expense transparency to accounting unit

Manage activities and monitor projects through performance analysis reports which are submitted to senior executives

o Assess budget to propose 2013 Scholarship Awards to Executives assisting 3 additional students in college costs

o Facilitate project meetings to disseminate duties among team and ensure assignments are completed timely

Liaise with various stakeholders to ensure programs run efficiently, by consistently maintaining 98% customer service rate

Revise presentation and communication documents for management’s review, ensuring associates are well informed

Pitney Bowes Inc. – Stamford, CT & Troy, NY July 2011 – August 2012

Benefits Vendor Analyst Benefit Plan Administration

Led research team to identify and resolve employee issues, implemented process improvements in team’s operations

o Streamlined Administrative Services Organization (ASO) Billing saving 75% of processing time

Performed administrative duties to provide quality customer service to employees, health participants and vendors

o Valued state mandate amount to file legislative data for San Francisco, Massachusetts and 5500

Processed financial payments including invoices, claims & refund checks from vendors and reconciled financial data

o Created 2012 Expense Log sheet: utilized Excel formulas and reduced invoice payment errors to 0.05%

Managed Benefits, Pension, 401k, Deferred Incentive vendors ensuring compliance with SOX guidelines

o Corrected Incentive Healthy Rewards issue and assisted in the 2013 pricing and credit structure modeling

Coordinated and directed team’s 2012 community service projects surrounding children literacy

UConn School of Business, Office of Diversity Initiatives (ODI) - Storrs, CT August 2009- July 2011

Program Assistant Coordinator Traveler’s EDGE Program and Other Projects

Constructed reports to illustrate successes, trends and suggestions for improvement on various outreach projects

Established and documented payment procedures to ensure programs operated within yearly budget limits

Oversaw daily office supervision including scheduling, travel arrangements, invoice payments & expense reports

Managed 2 student worker, 4 tutors and 10 volunteers to assist students’ with educational and professional growth

EDUCATION

University of Connecticut- Storrs, CT Liberal Arts & Sciences- August 2010

Major: Health Economics Minor: Business Management

Relevant Coursework: Financial Management, Risk Management & Insurance, Managerial Accounting & Health Economics

AWARDS AND INTERESTS

NBMBAA Westchester/Greater CT Chapter Case Competition (Winner) April 2010

School of Business Certificate of Diversity Leadership April 2009, April 2010

Individualized Major Program Certificate of Achievement April 2010

Interests: Self-instructed singer. Avid African dancer. Amateur cupcake baker.

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