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Executive Assistant Data Analyst

Location:
Colorado Springs, CO
Posted:
November 17, 2023

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Resume:

Sharon D. DeRouen ad08pe@r.postjobfree.com

North Colorado Springs Area 303-***-****

Statement of Qualifications:

Detail attentive, self-motivated, self-disciplined professional who excels in multi-tasking, managing priorities and deadlines. Veteran executive assistant with public pension firms, marketing, wholesalers, property managers and manufacturers. Experienced with inventory processes, accounts receivable, accounts payable, office management and property management responsibilities. Quick learner. Energetic, detail-oriented and highly organized. Proven ability to comprehend and analyze complicated data and communicate such information to customers and associates. Easily switches from team player to independent worker as necessary. Data Analyst for retirement firms and software sales. Financial Analyst for tax agency.

• Data Analyst 15 years • Data Integration 5 years • Quality Assurance 10 years

• Executive Assistant 10 years • Administrative Assistant 15 years • Project Management 4 years Willis Towers Watson (as contract through Collabera until 09/2021, then hired by WTW), Remote Denver CO base

– 06/2021 to Present

Technical Support Specialist

Performs recurring plan administration services, tasks specific to special projects and other ad hoc client support services as requested for clients’ defined benefit plans under the supervision of senior analysts. Performs routine plan administration tasks for clients’ defined benefit plans (including benefit calculations, annual data updates, data auditing, preparation of benefit statements and processing benefits for payment). Works in a collaborative environment on the client team (including plan administrators and actuaries) to complete tasks and to ensure timely and unified delivery of services. Thorough understanding of plan provisions (including benefit formulas, options, eligibility) and administrative processes. Follows and updates documented procedures as directed. Uses Professional Excellence tools and concepts to ensure efficient and quality output/service delivery. Communicates clearly and concisely, via telephone and email, with clients’ human resources personnel. Adheres to plan provisions, statutes and government regulations in administering plans. Actively participates in team meetings and training activities. Accountable to team members for project responsibilities CBRE (as contract through Net2Source), Aurora, Colorado – 02/2021 to 05/2021 Administrative Assistant

Provided business operations administrative support. Typed, formatted, and produced presentations, correspondence, and standard reports. Established and maintained record keeping and filing systems. Maintained calendar and contact database, arranged meetings and conferences for assigned work group. Conducted research, updated databases, and prepared collateral materials. Assisted Chief Engineer with “soft services” ensuring meeting expectations, and followed-up on open items. Worked with Business Ops coordinator for contract support/vendor management. Ensured vendor badging and Data Center Visitor Management system for work activities were up to date. Reviewed PM closeout, with Facility Chief to closeout work orders, followed-up with vendors on service tickets. Uploaded associated service tickets and documentation into CMMS tool. Maintained Emergency supplies and critical spare parts inventory. Stryker (as contract through Radiant), Golden, Colorado – 09/2020 to 01/2021 Logistics Analyst

Coordinated inbound and outbound logistical operations, including inventory management, warehousing and transportation to ensure sufficient supply of goods and products. Utilized Microsoft 365 to file share and communicate via teams. Controlled the commercial impact of the complete range of activities from receiving, locating and dispatching, sourcing, purchasing and optimizing inventory levels. Administered an effective system that met the organization's inventory control needs through efficient transportation of raw materials, component parts and/or finished goods.

Sharon D. DeRouen page 2

North Colorado Springs Area 303-***-****

Ludvik Electric, Lakewood, Colorado – 07/2019 to 05/2020 Project Assistant to Construction Manager

Coordinated and processed all Contracts, Subcontracts and Purchase Orders. Processed change orders. Monitored and followed-up all documents processed through Newforma file management software. Reconciled invoice accounting to purchase orders. Worked in Microsoft 365 to coordinate all aspects of team interaction. Attended weekly team meetings. Attended the annual Project Management Institute boot camp. Assisted as necessary with Human Resource filing and other projects as assigned. Covered reception duties when receptionist was away (lunch, breaks, etc.). Coordinated meetings/calendars for Construction Manager, Project Managers and Project Coordinators.

ATBS (as contract through Express Employment Professionals), Lakewood, Colorado – 01/2019 to 04/2019 Financial Analyst

Responsible for verifying and reconciling revenue and expense amounts provided by clients or partner carriers to amounts reported within the ATBS Salesforce database. Researched and ensured that clients’ financial results were in line with established due diligence parameters or had reasonable explanations from the established parameters. Researched accounting and data entry issues to determine the correct application of client transactions in the preparation of profit and loss statements and related schedules. Generated accurate Schedule C information for inclusion in clients’ income tax returns and adhered to all established reconciliation processes. Provided high-quality customer service by assisting in answering clients’ questions regarding accounting matters and communicated information in a manner that is understood by clients and ATBS employees. Empower Retirement, Greenwood Village, Colorado – 09/2012 to 12/2018 Data Analyst/Implementation Coordinator National Accounts Responsible for successful installation of retirement plans within the proprietary retirement plan record keeping system, EASY (Oracle based). Responsible for ETL; data scrubbing and installation of transferring data records as well as verbal and written communications with internal teams, prior record keepers and plan sponsors. Coordinated the timely and accurate review and setup of retirement plans. Oversaw the setup of additional plan services and worked with other team members to ensure accuracy. Analyzed and coordinated plan and participant data loads in a timely and accurate manner. Reviewed and reconciled plan assets upon conversion. Responsible for developing and maintaining quality control documentation for various processes using MS Word and SnagIt.

Empower Retirement, Greenwood Village, Colorado – 01/2007 to 07/2011 Sr. Data Analyst

Responsible for ETL; leveraged soft-ware tools to manage the implementation of transfer and new start up plan data. Coordinated entry of plan information into the Oracle based record keeping system according to provisions selected by the client. Analyzed, interpreted, and loaded information provided by a diverse universe of prior record keepers into the proprietary database. Utilized InfoPath workflow process to track and communicate progress. Reconciled data at the plan and participant level to ensure accurate data entry of records and met the 24 hour turnaround goal. Consulted with associates to resolve issues. Assisted departments with daily account management. Researched internal requests for verification of conversion information. Responsible for developing and maintaining a Documentation Catalogue of all Automation Team processes using MS Word and SnagIt.

Skills:

Software: Proficient with Microsoft Office products in a Windows environment (MS 365, Word, Excel, Outlook, Access, PowerPoint). Proficient with various applications such as Snag It!, InfoPath, Salesforce, Newforma and QlikView. Time Management, Organization, Prioritizing. Education:

Barnes Business College

High School Diploma



Contact this candidate