Information Technology Project Management

Eileen Giuliacci

**** * **** ****** ** • Meridian, ID 83642 • 925-***-**** • ************@*****.***

I am a dedicated financial professional with a proven history of developing efficiencies within the company while managing workload and project deadlines. I am looking for a position where I can utilize my experience and exceptional technical skills to add value to a company. I am versatile and enjoy learning new procedures as well as finding a way to make them more efficient.

Key Skills

Implementation and Conversion Project Management Recordkeeping Plan Setup Team Leadership

Process Improvement Data Analysis and Manipulation Staff Training and Development Client Training System Knowledge Database Maintenance / Design Relius ASC Computer systems and programs Ability to troubleshoot and solve difficult problems

Professional Experience

November 2022- November 2024 Infosys Ltd / Vanguard Malvern, PA

Plan Provision Specialist Vanguard Account (remote)

Implementation and project management of various department projects including Asset transfers, Divisional Transfers, Startups, and Non-Qualified plans, and Direct Aggregate Rollovers.

Responsible for the creation of Plan Provisions and Services Document and set up of plans on the system.

Heavy customer contact with regular set meetings through MS Teams.

Set up of all plan services on multiple systems, source mapping, vesting, payroll, etc.

Service center requests – internal help with system and set up issues.

Training new employees in the department on various project types.

October 2018- October 2022 Plan Design Consultants Foster City, CA

Census Pro (remote)

Request annual TPA documents for company retirement plan year-end review.

Import/input Annual Census data in the system, balance and import full year financials.

Customer training on process, field questions, and assist in completing year-end documents

Help create 5500 reports.

Assist with the Loans and Distributions department processing various distributions.

Vesting updates

Various projects as assigned.

July 1, 2016 – October 2018 Dr. Dean Anthony Pleasanton, CA

Dermatology Medical Assistant

Front office/ Back office, rooming patients and assisting with dermatological procedures

Insurance verification, prescriptions, prior authorizations, scheduling appointments, and other administrative tasks

Billing and processing payments

Complete first reports and assist doctor with charting.

May 2011 - October 2012 Pencal Administrators Pleasanton, CA

Implementation Specialist

Assisted in the implementation and coordination of assets for non-qualified retirement plans.

System and website setup, correspondence, and conversion of assets.

Trained new conversion staff and other personnel.

Special projects in the qualified retirement plan department.

October 2003 – April 2009 BenefitStreet, Inc. San Ramon, CA

Sr. Implementation Specialist

Spearhead the conversion and de-conversion of pension assets onto the company platform.

Implementation of plan setup and compliance review for new clients.

Trained all new customers and advisors on company’s web platform.

Heavy communication between all parties, Advisors, TPA’s and Plan Sponsors

Trained new conversion staff and other personnel.

Increased accuracy, efficiency, and automation within the department by creating tools and department procedures.

Development and maintenance of department productivity reports.

Special projects in the IT department.

Aug 2002 – October 2003 Dr. Dean Anthony Pleasanton, CA

Dermatology Medical Assistant

Front office/Back office, rooming patients and assisting with dermatological procedures

Insurance verification, drafting referral letters, scheduling appointments, and other administrative tasks

Billing and processing payments.

Supplies

Oct. 2000 – September 2003 Misco Shawnee/Quick Step Maryland Heights, MO

Executive Marketing Assistant

Developed an Access database to track members and yearly sales figures.

Generated reports and communication to all members and staff.

Travel arrangements, meeting scheduling, trade shows, and general administrative support to marketing, sales, and executive staff members.

May 1999 – Sept 2000 Kelly / Roche Molecular Systems Pleasanton, CA

Executive Marketing Assistant

Supported full marketing staff including directors, and managers with administrative responsibilities.

Managed and generated projects such as affiliate literature orders, supplies, VIP visitor programs, media log, and developed a Worldwide pricing database.

Arranged complex international travel arrangements, meeting scheduling and calendar maintenance. expense reports and invoicing.

Aug 1997 – May 1999 Cencal Insurance Services Danville, CA

Claims Assistant / Quality Control

Supported VP of Claims with basic administrative duties.

Recorded auto claims and money paid out for claims.

Subro/Salvage examiner and collections.

Education

BS – IT/Software Engineering

University of Phoenix – California

AA – Business Administration

University of Phoenix - California

*Graduated summa cum laude

Computer Skills

MS Windows, MAC OS, MS Office Suite (Word, Excel, Access, PowerPoint Outlook), Publisher, PageMaker, Adobe Acrobat, Illustrator, Photoshop, Dreamweaver, DGem Pension Pal, ASC, Relius, Crystal Reports, HTML, JavaScript, XML, CSS, MS Project, MS Visio, Java, C++, SQL, Visual Basic, C#, Visual Studio 2008, 2010 Vista/Vision, TIDE, Vista/Vision, social media

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