Manager Project

Rachel Beth Meltzer

** ********** *****, ******, *** YORK 10970 845-***-**** (

**************@*****.***

Human Resource and business support specialist. Familiar with a wide range of

software and applications: MS office 93, 2007 and 2010; SharePoint; WebEx

/ Live Meeting; Excel; MS Outlook; VMS; SAP; PeopleSoft; Workday; Web

vendor; OneSource; Iron Mountain; VAI; Cognos; and Oracle. Excellent

effective interpersonal, data base management, and communication skills.

Maintain continuous alignment of project scopes with strategic business

objectives, proactively develop business requirements to modify or enhance

projects. Analytical, with a strong background able work with large

amounts of data and interoffice functions.

Professional Experience

Thomson Reuters - Stamford, Connecticut

August 2009 - October 2009 & June 2011 - October 2013

Stock Plan Administrator, Human Resources, Rewards

Data and Business Analyst

. Stock Plan administrative support

. Collaborated with multiple vendors

. Tax preparation; applied tax withholdings based on payroll reports

. Knowledgeable of: ESPP, RSU, PRSUs, TRSUs, NQSO, and SARs

. Create PeopleSoft Queries

. Ad-HOC reports

. Special analytical and implementation projects - implemented Thomson

Reuters onto the UBS platform for their stock plans, as well as

integrated Thomson Reuters' stock plans and benefits onto the Workday

platform

. Created business requirement documents to create integration files sent

from Thomson Reuters to various vendors from the internal Peoplesoft and

Workday platforms

. Implemented the TMP module at UBS for terminated employees, tested the

set up and approved it was working correctly based on various plan rules

. Quality Assurance Testings of the business requirements validating that

Workday was properly built

. Validated that the UBS system contained a 100% accurate reflection of the

former Thomson Reuters stock plan databae prior to go-live and final sign-

off

. Archived confidential materials using Iron Mountain

. Supported corporate compensation efforts as requested

. Compiled various global purchase files and added SAP COY codes and other

fields as requested

. Worked with auditors for all Expat and International Assignees and

applied HYPO tax where necessary

. Initiated enhancements by allowing global payrolls to submit their

contribution files to a centralized location

. Enhanced the web-based tool used by managers and business partners to

modify the LTI and AIP target percentages for employees

. Processed all net settlement stock options provided reports to treasury,

accounting and payroll groups

. Created termination statements

. Software / Databases: EOWin; Web Administration; OneSource; Cognos;

Oracle; PeopleSoft; Workday; MS Office Suite (Excel, Word, PowerPoint,

Outlook); FXRate; Destination; Issuer Online; Intranet; Fieldglass; SAP;

BEx; Cisco Phone systems, and WebEx Connect

Plasticware, LLC - Chestnut Ridge, New York October 2009 - March 2011

Supply Chain Management, Business office

Data and Business Analyst

. Budget Forecasting

. Extensive use of MS Excel

. Created a file map to summarize monthly raw material requirements

. Projection reports

o Developed accurate product prices by calculating all raw materials and

items required to produce, package, store, and ship finished goods

ensuring that all materials and operating costs are imbedded in the

final price

. Analyzed sales

. Generated comparative reports; corresponded data with sales team

Logistics and Customer Service Manager

. Responsible for all shipments from the manufacturing plant to customers

. Created reports to manage the order fulfillment process

. Organized daily logistical shipments and manufacturing of consumer goods

to fulfill customer orders

. Procured trucking carriers and using brokers to pick up and deliver

finished goods based on customer delivery appointments and negotiated

rates based on routes

. Obtained and maintained excel spreadsheets of shipping costs and reported

on daily, weekly, and monthy shipping costs by carrier using excel charts

. Created BOLs

. Booked freightliners for international shipments

. Prepared shipping order statements for clients relating the expected date

of shipment as well as delivery

. Supported the national sales manager, CEO, CFO and investors

. Communicated the shipping status of orders in weekly meetings including

damangs, and return of products

Executive Administrator

. Switchboard Receptionist for over 100 phone lines including the

manufacturing plant located in Mt. Vernon, Kentucky

. Worked with telecommunication vendors

. Created General Ledger budget reports

. Assisted with local Human Resource

o new hire forms

o Policy and procedures

o Employment verification

. Software / Databases: VAI; MS Office Suite (Excel, Word, PowerPoint,

Outlook)

UBS - Secaucus, New Jersey

August 2005 - January 2008

Client Relationship Manager, Corporate Employee Financial Services

. Client services representative

. Completed daily administration requirements to uphold the SOX and SAS70

audit controls

. Completed Client projects successfully within time and resource

constraints by creating project plans to meet the clients expectations

and requirements

. Scheduled meetings

. Project testing; updated and recorded new plans as needed; test updated

project plan in advance of project deployment.

. Verified that the systems perform accurately based on assumptions in

project plan

. Software / Databases: EOWin; Web Administration; OneSource; Cognos;

Oracle 9i; PeopleSoft; MS Office Suite (Excel, Word, PowerPoint,

Outlook); Remedy

Stevens Institute of Technology - Hoboken, New Jersey

January 2003 - August 2005

Associate Director, Master of Science and MBA Programs

. Marketed the programs to local New Jersey-based corporations

. Face-to-face presentations; as well as created PowerPoint presentations

. Developed welcome packets which included: name tags; marketing materials;

and application enrollment materials.

. Created procedures and database systems to simplify and decrease work

volume. MS-Access database

. Managed and supervised a team of system designers

. Analyzed business needs. Documented current processes and implemented

improvements to increase overall efficiency of the department

Strategic marketing to promote career job fair

. Software / Databases: MS Office Suite (Excel, Word, PowerPoint,

Outlook); Web for Students; Web Classroom; SIS

AST StockPlan - New York, New York

March 2000 - January

2003

Client Relations Manager, Employee Stock Purchase Plan - ESPP (2001-2003)

. Cultivated and managed Executive Corporate Client relationships

. liaison between corporate clients and internal departments

. Communicated with Clients via email and telephone

. Assisted ESPP Enrollment Plan materials. Hard copy as well as on-line

documents

. Created a calendar for processing ESPP Open Enrollments for over 100

clients

. Coordinated the distribution of Client approved documents between

internal departments and outside vendors

. Educated Corporate Clients on the ESPP Enrollment web site before the "go-

live" date

. Initiated software enhancements with Programmers, improving the

proprietary system

Project Manager, Web Grant Agreement Product (2000 - 2001)

. Designed and documented the on-line Stock Option Grant Agreement Product

. Developed a comprehensive PowerPoint training manual for updated and

enhanced procedures

. Prepared clients Stock Option Agreements, Restricted Stock Option

Agreements, and Stock Purchase Agreements.

. Implemented the web-based product and hosted training sessions

. Coordinated with internal departments, external Human Resource

Departments

. Fulfilled User Acceptance Tests

Supervisor, Stock Option Exercise Department (2000 - 2000)

. Supervised a staff of five employees

. responsible for Stock Option Exercises

. Increased the daily trade processing efficiency by 65%

. planned and implemented new electronic procedures

. created data spread sheets by use of MS-Excel (trades completed daily,

monthly, and quarterly)

. Troubleshooting and resolution

. Liaison between 100+ brokers and Corporate Clients

. Training and development

. Software / Databases: MS Office Suite (Excel, Word, PowerPoint,

Outlook); SAM; Web-based Platform DB

Education

Santa Clara University - Santa Clara, CA

Certified: December 2007

CEP, Certified Equity Professional certificate course, CEP LEVEL II

Stevens Institute of Technology - Hoboken, NJ

Graduated 2003

Masters of Science in Project Management

Project Management

Graduate Certificate 2002

William Paterson University - Wayne, NJ

Graduated 1995

Bachelor of Arts in Communication

Technology and Production

Contact this candidate