Project Manager Implementation Specialist

DOWNEY, CA, DOWNEY, US • **********@*****.*** • 323-***-****

QUIANA DUNBAR

Project Manager

PROFESSIONAL SUMMARY

Dynamic Project Manager with 9 years of experience in client relations, implementation, and financial services. Expert at leading strategic initiatives, optimizing business strategies, and delivering seamless project execution. Passionate about driving operational efficiency, enhancing employee benefits programs, and ensuring client satisfaction through innovative solutions. EMPLOYMENT HISTORY

IMPLEMENTATION CONSULTANT/ IMPLEMENTATION SPECIALIST Mar 2022 - Jul 2025 CoAdvantage Resources, LLC Pasadena, CA

• Lead client setup for CoAdvantage, ensuring seamless integration and regulatory compliance.

• Conduct employee onboarding sessions, simplifying benefits education. IMPLEMENTATION SPECIALIST Jun 2019 - Mar 2022

TAG Resources, LLC Knoxville, TN

• Managed relationships with 75+ clients for retirement plan implementations.

• Coordinated cross-departmental solutions to resolve complex onboarding issues.

• Developed training materials and streamlined internal processes to boost efficiency. OPERATIONS SPECIALIST II Dec 2017 - Jun 2019

Tri-Star Financial El Segundo, CA

PROJECT MANAGER Sep 2015 - Nov 2017

Transamerica Retirement Solutions Los Angeles, CA

• Led 401(k) plan transitions, handling liquidation of investments and data reconciliation.

• Designed standardized templates to improve project implementation workflows.

• Processed over $100 Million in new and takeover business from competitors. INVESTMENT ADVISOR TRAINEE Jan 2016 - Jun 2019

Edelman Financial Engines Phoenix, AZ

• Resolve implementation challenges aligning technical solutions with business objectives. Streamlined client onboarding processes, enhancing efficiency and reducing setup time while ensuring full regulatory compliance. Managed the end-to-end onboarding of new clients, including payroll, benefits, HRIS setup, and employee data configuration.

Served as the primary point of contact for clients during implementation, coordinating with Payroll, Benefits, Tax, and HR departments.

Conducted training sessions for client payroll/HR teams, ensuring smooth adoption of CoAdvantage systems. Oversaw first payroll runs, audited setup accuracy, and resolved discrepancies to ensure timely, error-free processing. Collaborated with cross-functional teams to streamline onboarding workflows, improving efficiency and client satisfaction. Ensured compliance with federal and state regulations in payroll, benefits, and tax setup. Consistently met implementation timelines, handling multiple client projects simultaneously. Managed brokerage operations, ensuring precise account reconciliations. Developed compliance reports, facilitating efficient regulatory audits. Resolved client technical issues, enhancing overall satisfaction. Streamlined brokerage operations, enhancing efficiency and reducing processing times for account reconciliations. Conducted in-depth compliance audits, ensuring regulatory adherence and minimizing potential risks. Guided clients in 401(k)/IRA enrollment, enhancing understanding and satisfaction. Educated clients on digital tools, boosting engagement and investment confidence. Aided in launching new services, expanding client options, and satisfaction. Streamlined 401(k) enrollment process, resulting in quicker onboarding and measurable improvements in client retention. Developed targeted educational workshops, enhancing client understanding of digital investment tools and driving increased engagement.

EDUCATION

BACHELOR OF SCIENCE IN BUSINESS MANAGEMENT (FINANCE / PROJECT MANAGEMENT)

2021 - 2025

University of Phoenix-Arizona Phoenix, AZ

Project Management Certificate 08/2025

SKILLS

Client Relations, Stakeholder Engagement, Project Management, Employee Benefits, Payroll Services, Financial Services, Compliance, Data Analysis, Problem Solving, Team Training, Process Improvement, Excel, Word, PowerPoint, FileMaker Pro, Salesforce, Trello, Paylocity, Workday, PrismHR, Microsoft Teams,

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