Financial Services Technical Support

SELVA KUMAR.G

Email: adzl54@r.postjobfree.com

Mobile: +91-994*******

Career Objective

Play a constructive role in growth of organization by delivering the best of my experience, skills and knowledge through the right value-added services and putting the best practices in place.

Having working experience on both Financial and Documentation process, yearend future plans.

**Financial Services** 401k, Defined Contribution, Compliance testing, payroll, Census files, Trust Accounting including other retirement process. Quality checking Direct Client calls Smart thinker & Quick Learner MS Word Excel – Intermediate Record Keeping & Maintenance Team Database Controlling

Professional Summary

• Over 3.5 + Years of work Experience in Finance Domain Specialized in “401(k) Retirement Plan

• Good working experience on Tools like ‘FIS Relius’, ‘Workflow’, ‘Box Drive’,

‘Dashboards”

• To Maintain the Accurate Records in FIS Relius software.

• Processing the compliance testing for balance forward Recordkeeping plans.

• Maintain knowledge of ERISA, the internal revenue code, and related regulations.

• Review and interpret plan documents, amendments, notices, and summary plan descriptions.

• Perform Census scrub and importing client file census data into Relius software, then according to plan entry requirements calculating Entry dates.

• Identify key employees and highly compensated employees.

• Monitor compensation and contribution limits under IRC 401(a)17, 402(g) and 415.

• Calculation like Employer matching contributions including safe harbour match and profit-sharing contributions utilizing pro rata methods.

• Performing Actual non-discrimination testing like coverage test under IRC 410(b), ADP, and ACP tests under IRC 401(k) and 401(m), Top heavy determination under IRC 416.

• Reconciliation between broker statements to portfolio recordkeeping.

• Data Reconciliation between broker statements to payroll uploads and Audit Reports.

• Preparing annual reports for particular financial year.

• Preparing and reviewing Form5500-SF, and Summary annual report.

• Experience on Team Handling and Taking sole responsibility of the project. Professional Experience

RR Donnelley Global India outsource Private Limited, Chennai

• Senior Financial Associate - [Nov 2022 - Present]

• Financial Associate - [Dec 2019 - Oct 2022]

Technical Skills Summary

• Tools: Axis, Box Drive

• Operating System: Windows

• Packages: MS Office [Word, Excel, Power Point]

• Application: Relius, Web Client, Pension Pro, File Cabinet Roles & Responsibilities

• Responsible for managing and developing the client technology team and its technology strategies.

• Ensures that the team provides quality technical support and services to clients.

• To works with other departments to ensure that the client technology & Team technology solutions are aligned with the company’s business goals.

• Checked on Team’s Production, QC handled on daily basis and submit the plans to the client wit SLAs / Metrics Productivity and Quality targets within the established timelines.

• Giving KT and guiding the new resources in the project

• Handling On Team Members & Project Management.

Key Skills and Competencies

• Good Knowledge in Microsoft Excel, Word Looking and to learn new staffs in these Areas.

• Good Problem Solving & Analytical Skills

• Ability to adapt in the new environment.

• Good at Time Management and Leadership Skills.

• Addresses client issues/concerns and provide creative solutions.

• Quick Leaner and open to learn any new technologies.

• Effective Team Player with strong Verbal and Written Communication Skills Academic Qualification

Sasi creative school of business, Coimbatore- (Affiliated to Anna University, Chennai)

(August 2016 – April 2018)

Master Of Business Administration (HR & Finance)- with an aggregate of 60%

Rajah Serfoji Govt College, Thanjavur - (Affiliated to Bharathidasan University, Trichy)

(June 2013 – April 2016)

Bachelor Of Business Administration - with an aggregate of 68%

CSI Higher Secondary School, Ariyalur

Higher Secondary Course – First class with an aggregate of 75%

(June 2012 – April 2013)

Govt Higher Secondary school, Poiyathanallur

SSLC – First Class with an aggregate of 70%

(June 2010 – April 2011)

Personality Traits

Date of Birth:

June 19, 1996,

Father’s Name: Gowthaman M

Marital Status: Unmarried/Single

Address: Sendurai, Ariyalur

Languages Known:

English [R/W/S]

Tamil [R/W/S]

Declaration

I hereby declare that the information furnished above is true to the best of my knowledge. PLACE: Chennai

Date:

Sincerely,

[SELVAKUMAR G]

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