Management Sales
Resume:
John M. Delisio
Staten Island, NY 10304
*********@*****.***
Consultant in the New York City office of Deloitte Consulting’s Human Capital – Total Rewards practice with over 7 years of
SUMMARY:
corporate and consulting experience in finance and employee benefits. Main focus areas are retirement plans, cost benefit analysis
and employee benefits administration during corporate mergers and acquisitions.
EXPERIENCE: 11/2005 – Present Deloitte Consulting, LLP New York, NY
Consultant
Managed a defined contribution plan spin-off for a U.S. and Puerto Rico plan and streamlined the implementation process
with vendors to meet client expectations of a four week timeline
Managed a staff of 10 consultants to reconcile a client’s suspense account with an absolute value in excess of $500MM
Performed a competitive compensation analysis and assisted with the design of a long-term incentive plan for a large scale
merger
Conducted audits around pension and health and welfare in compliance with FAS87 and FAS106
Provided a high level review and assessment for a major financial service firm’s current processes, procedures and
controls related to plan administration and created an action plan that included tasks that align with recommendations
Implemented a technology process flow for a top five retirement provider resulting in increased automated reconciliation
success of their suspense account from 50% to 90%
Conducted departmental interviews to analyze a client’s linkage of activities to cost objects
Designed an approach and deployed a tool for variable based budgeting for a top ten retirement provider
Performed Sarbanes-Oxley (SOX) payroll and benefits control testing for a federal government entity
1/2005 – 11/2005 CitiStreet, LLC (Now ING) Somerset, NJ
New Business Analyst
Analyzed incoming plans to identify asset issues, compliance, plan design and conversion issues prior to approval
Communicated extensively with Plan Sponsor, Financial Consultants and internal departments regarding plan review and
answered questions regarding plan documents
Reviewed and approved new retirement business in CitiStreets's Core and Corporate Markets
Determined CitiStreet’s ability to accept prospective retirement plans that have a significant impact on asset acquisition
and client satisfaction
Assisted with negotiations and questions with client’s legal counsel and consultants and CitiStreet’s sales force
Amended plan documents, summary plan descriptions and related documents based upon customer requests
9/2004 - 12/2004 Black Mountain Management New York, NY
Benefits Associate
Performed compliance work on retirement plans such as: Form 5500's, non-discrimination testing, SAR’s, and SPD's
Assisted in drafting investment policy statements as well as corresponded with Managing Directors and Senior Vice
Presidents with regards to 401(k) changes
2/2002 - 9/2004 Merrill Lynch Hopewell, NJ
Employee Benefits Specialist
Responsible for processing activities for all benefit programs including Defined Benefit, Defined Contribution and Health &
Welfare plans
Serviced over 100 defined contribution retirement plan clients for payroll processing needs
Reconciled assigned plans, while monitoring aged items to facilitate resolution
EDUCATION: 8/2007- 8/2010 Syracuse University Syracuse, NY
Whitman School of Management: Master of Business Administration – Finance (expected 8/2010)
9/1997- 5/2001 University of Scranton Scranton, PA
Bachelor of Science – Management (Minor in Finance)
SYSTEMS
MS Office: Windows, Excel, Power Point, and Word; Visio, SunGard OMNI platform, Relius, PowerImage, ReconNet, CheckFree
EXPERIENCE:
CREDENTIALS: Certified Retirement Plans Specialist (CRPS) - College of Financial Planning
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