JEFFREY WILSON

*** ********** ****** ********, ** 01569

774-***-**** ad07ji@r.postjobfree.com

Transamerica Retirement Solutions

Natick, MA

Senior Defined Benefit Functional Data Analyst (December 2015 – Current)

Analyze scoping guide documents to determine required data elements needed for the various projects that our clients engage in for their defined pension plan projects.

Analyze raw data for completeness and integrity.

Generate reports based on a set list of elements needed in order for successfully complete a variety of projects including lump sum windows, plan terminations, plan changes etc.

Train junior level associates on the tools and processes that are utilized on a daily basis to meet project deliverables.

Work with clients and internal partners to update any necessary changes to their on-going data files and make the necessary updates in Informatica.

Project Manager (June 2014 – December 2015)

Responsible for the management and overall success of several various projects including plan terminations, lump sum windows, and other defined benefit related projects.

Responsible for managing a team of associates from a number of different departments across numerous office locations to provide an environment of collaboration and team work.

Work directly with clients to suggest solutions for de-risking their defined benefit plans and providing offers that can exceed their needs.

Aon Hewitt

Virtual Position

Calc Engine Lead Systems Analyst (March 2013 – June 2018)

Responsible for overall system configuration, analysis, and quality assurance for the Calc Engine for their aligned client.

Work with internal and external partners to ensure plan analysis is clear and able to be used by the team to configure benefit administration system.

Responsible for creating high-level architectural analysis, reviewing and approving all Calc Engine analysis, system configuration, technical documentation, and testing completed for my client(s).

Coordinates production reviews and determining the stability of all newly released Calc Engine projects into production in order to approve the project for handoff to the Operations team for ongoing support. Towers Watson

Boston, Massachusetts

Pension Consultant (October 2006 – March 2013)

Responsible for reviewing complex benefit calculations for each client project on a day to day basis.

Responsible for day to day interaction with clients to resolve any items that arise daily.

Work with team to review plan document to ensure that plan specifications are documented and system is coded in-line with plan documents.

Work with client teams to test calculation system releases by ensuring User Acceptance Testing is completed and that any issues are communicated to the technology team.

Develop and review test plans as needed for each system enhancement in order to properly track projects in various stages and to ensure deadlines and budgets are being met.

Responsible for making sure clients understand the scope of each project and the effect on their pension plans and participants.

PROFESSIONAL EXPERIENCE

Review client team workload and interact with senior management when other resources are necessary due to team workloads and client demands.

Consult with clients on IRS regulations

Primary liaison between administration client team and client’s HR team to resolve data issues, participant escalations and other items that arise daily.

Responsible for providing feedback on team members for annual performance reviews.

Subject Matter Expert and team resource for data analysis and benefit calculations for each client engagement.

Work with senior management to ensure team is staying within monthly budgets and create monthly billing statements for our outsourcing clients.

Perform annual reviews for junior level associates and work with internal team to distribute annual bonuses to deserving employees.

Mercer HR Services

Norwood, Massachusetts

Client Services Analyst II (March 2005 – October 2006)

Responsible for peer reviewing all financial transactions as well as all retirement calculations that are processed for a number of clients

Interaction with the vendor that qualifies all DRO’s for participants in an effort to make sure that they are handled as quickly as possible.

Work with plan actuary to split all benefit as described in QDRO documents upon qualification by third party vendor.

Responsible for working with calculation developer/programmer to detect any bugs in the system and work to resolve them as quickly as possible

Selected to run and maintain the complete quarterly statement process (batch magic, mail merge, and making sure statements are mailed to participants) for a variety of accounts

Direct interaction with the client every day to resolve data issues as well as specific participant issues that arise.

A liaison between Mercer’s data management team and the client to work as a unit and get the data feeds in the format that best utilizes our systems.

Fidelity Employer Services Corporation

Marlborough, Massachusetts

Senior Pension Specialist (May 2004 – March 2005)

Interact with off-shore associates in getting data requests updated for testing as well as resolving and calculation incidents so that the certification process can continue.

Continuously worked with management to make sure off-shored processes were moving smoothly and worked to develop on- going training and problem resolution.

Selected as part of the calculation certification team for a new business, which is in the process of transitioning to Fidelity’s benefit outsourcing business.

Designated an employee mentor for our new Toronto associates that will be administering a new large market client in a new office location.

Selected as a contributing member of the team to document procedures and process for associates to reference when administration goes – live.

Pension Specialist (September 2001- May 2004)

Served as a liaison between Fidelity’s Client Services Department and the Survivor Services Unit to ensure prompt and efficient results for retirees in the above mentioned clients

Designated as subject matter expert in the areas of death processing, and both automated and manual calculations for all assigned clients.

Selected as mentor and liaison to train and maintain a relationship with our off-shore associates.

Responsible for seamless transition of certain procedures and processes to off shore associates and to make sure that service level agreements were still being met even though numerous processes were being administered at off shore locations.

Sent to Raleigh, North Carolina as part of Fidelity’s implementation team to help ease the transition for one of Fidelity’s newly acquired acquisitions.

Serve as a point of contact for all Retirement Benefits Coordinators, RBC representatives, when dealing with any issues that may affect our services to participants.

Assumption College

Worcester, MA

Bachelor of Arts, May 2001

Major in Business Management,

• Proficient Excel, Access, PowerPoint

• Excellent written and oral communication skills

• Exceptional organizational skills and proven attention to detail

• Excel on an individual as well as in the team environment References Available Upon Request

PROFESSIONAL EDUCATION

SKILLS

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