Management Analyst

GREGORY B. WHITE

**** ******* ****, ******, ** **713

919-***-**** ( *******@*******.***

EXPERIENCE Professional mgmt healthcare consultants, Inc Raleigh, NC

**** - ***** **** *******. *** of six partners that operate a multi-

million dollar management consulting firm that provides

customized management/financial consulting to physicians and

dentists located throughout North Carolina.

1. Maintain current portfolio of 40 dental/medical practices

and strive to build value/revenue growth to our clients by

providing relevant and timely consulting services

2. Responsible for all new business development initiatives

throughout the firm including speaking engagements, trade

show participation, and creation of marketing material

3. Assist in the management of over 15 employees including

HR/payroll responsibilities

4. Lead training/development seminars for junior consultants

on core services

5. Act as partner mentor to retirement department that

provides Third Party Administrator services to over 200

retirement plans (401(k), PSP, MPP)

6. Establish new strategic relationships with vendors in the

medical/dental fields

2006. Consultant. Provide expert consulting/advising to clients on

a wide range of topics including

accounting/tax/retirement/payroll/practice management.

7. Lead monthly management meetings with owners/shareholders

regarding the financial well-being of their practice and

other current management issues

8. Provide current and relevant statistical benchmarking and

overhead analysis

9. Responsible for growth of individual portfolio from 8 to 40

regular monthly clients

10. Develop tax planning strategies to reduce overall tax

liabilities for our clients

11. Act as liaison between our clients and all the firm's

various departments

12. Assist with all aspects of new dental practice startups

2004. Retirement Analyst (Defined Contribution)

13. Perform annual retirement valuations for over 100

retirement plans, which include manipulation and analysis

of data, determination of plan liabilities, reconciliation

of plan assets, and determination of funding

requirements/receivables

14. Prepare required government forms (From 5500 and all

applicable schedules)

15. Create customized plan design and responsible for pitch to

potential clients

16. Lead enrollment meetings for employees explaining

provisions of new retirement plan

2002 INVESMART, INC Raleigh, NC

Retirement Analyst (Defined Contribution)

17. Maintain and administer full trust accounting and

reconciliation of retirement accounts including allocation

of contributions, distributions, earnings, forfeitures and

loans

18. Prepare and deliver periodic valuations, compliance testing

(ADP/ACP), employer reports, participant statements and

government filings (Form 5500)

1998-2001 WATSON WYATT WORLDWIDE, INC (now Towers Watson & Co)

Wellesley, MA

Pension Actuarial Analyst (Defined Benefit)

19. Review valuations for funding and accounting requirements,

plan reporting and filing requirements, benefit

calculations, and benefit statements.

20. Assist with change of control and high-end M&A scenarios

for the executives of clients

21. Develop professional expertise by progressing towards

qualification as an actuary

EDUCATION Connecticut College New London, CT

Bachelor of Arts Degree in Mathematics May 1997

Study Abroad Program, London, England Fall 1995

OtHER Certified Healthcare Business Consultant (2006); diehard Red Sox fan

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