Business Analyst Support

Christopher M. Koehler

**** ********* ** • Bel Air, MD 21015 • (H) 410-***-**** • (M) 410-***-****

Education

MBA, Management, Loyola College of Maryland, May 1996

BBA, Management Information Systems, Loyola College of Maryland, May 1994

Dean List Honors, Spring 1991, Fall 1992

Professional Experience

T. Rowe Price and Associates, Inc. / Fidelity Information Services

May 2006 - June 2011 March 2012 - November 2024 Owings Mills, MD

SERVICES & SYSTEM SUPPORT ANALYST (BUSINESS ANALYST). Served as Client Administration support for various functions including report-writing, plan conversions, fund/source changes, and other requests for change management. Provided overall systems support to internal operational groups, offering solutions to various issues (involved in-depth understanding of procedures and system documentation). Met appropriate deadlines for assigned service requests utilizing great time management skills (including Servicenow, the creation of task logs, creating project logs, and utilizing Powerpoint. Coordinated with appropriate groups (internal and external) as necessary. Created and ran custom reports using Omniscript, T933, T966, and CARS in support of operational requests. Provided support and assistance to other team members when necessary. Previous project work included the implementation of Tradelink Contribution, the implementation of Retirement Income Manager, and participation on a task force responsible for converting plan text databases to a user-friendly windows-based profile environment. Project work on the revamping of the source roll process (updated procedures and checklist), blackout guideline restructure, source add process review, and enhancement of the hardship calculator review process. Developed a formal procedure and process flow for the movement of terminated plans from the production region to Fileset D (coordination with ESS). Large focus on the project management of fund changes and exchanges for TRP clients (including national level and at-risk clients).

Aon Hewitt, Inc.

July 2011 - March 2012 Hunt Valley, MD

SYSTEMS ANALYST. Defined, implemented, and managed the exchange of data between employers and insurance carriers. Provided overall support and service to external insurance carriers/employers. Worked effectively with various internal groups to ensure that a high level of service was maintained. Identified, communicated, and resolved employer and insurance carrier issues with all relevant parties.

T. Rowe Price and Associates, Inc.

April 1996 - February 2004 November 2004 - May 2006 Owings Mills, MD

RETIREMENT PLAN COORDINATOR. Served as main point of contact between national level clients and various other internal clients and departments. Maintained overall understanding of plan document to ensure that all departments within TRP operated in accordance with the policies and procedures outlined. Managed requests for client reporting, auditors, and various internal TRP groups as necessary (strong knowledge of SQL, Excel, Word, Powerpoint, reading text files, and reading Omniscript). Proactively assisted Service Center Representatives in addressing participant needs. Led client conference calls and meetings where applicable.

T. Rowe Price and Associates, Inc.

February 2004 - November 2004 Owings Mills, MD

COMPLIANCE ANALYST. Served as regulatory and compliance issues contact for approximately 40 Level 3 clients. Performed Non-discrimination Testing (Year-end, Projections, Modeling) and performed applicable review packages/summary client letters. Used internal and external resources (Panel Publishers, ERISA) for the enhancement of industry knowledge to raise client awareness and impact such changes may have had on clients. Participated in both internal and external meetings to provide insight on legislative and compliance-•related issues. Prepared SPD drafts and 5307 Packages for clients (worked directly with clients to make applicable changes and updates).

References are available upon request.

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