Project Portfolio
Annual Government Filings Program
Program Management
Revitalized an early stage program for Government Filing team, introducing a blueprint to optimize filing seasons through strategic design and implementation.
401(k) Conversion Plan Service Workflow Enhancement Project
Ops Process Improvement [Best Practices]
A project aimed at enhancing 401(k) conversion workflows across four critical departments.
Annual Forms 5330, 8955, and 5558 Project Management
Risk Management, Data Analytics, and Automation
Comprehensive oversight project, collaborating with Product and DevOps teams, to electronically process and file crucial annual 401(k) forms, ensuring timely and accurate submissions in line with DOL/IRS regulations.
Learning & Development: Team Desktop Procedures Project
Documentation and Governance
Formulated the government filings' detailed technical procedures, and intricate workflow diagram designs.
Final Form Filings and Dashboard Development Project
Data Analytics, Querying, and Automation
Development of comprehensive dashboards, enhancing data visualization and management.
401(k) Forceouts Project
Legacy System Support
Transitioning from legacy processes, I led a forceouts initiative to manage 401(k) participant counts to meet end-of-year audit requirements.
Audit Task Improvement, Outreach, & Release Project
Process Optimization and Automation
Optimizing outreach and revamping client task delivery system, ensuring clients were better informed and prepared for audits.
Asana to Salesforce Migration for Audit Tracking Project
System Migrations and Integrations
SME on the migration from Asana to Salesforce, aiming for enhanced scalability and improved automation.
Business Process Outsourcing for 401(k) Plans Address Collection Project
Vendor Management and Automation
Led a business process outsourcing initiative to compile essential address data for 401(k) plans, with a forward-looking approach to integrating automation through API.
Business Process Outsourcing for 401(k) Plans NAICS Codes Collection Project
Vendor Management and Automation
Managed an outsourced project focused on collecting NAICS codes, crucial for regulatory compliance and operational efficiency, while also setting the stage for future API integration.
Financial Planning Strategy Project
Cost Analysis and Budget Management
Devised and executed a robust financial strategy, achieving remarkable savings in operating costs and boosting profit margins.
Smartsheet Implementation for Process Optimization Project
Cost Analysis and Implementing New Technologies
Modernized systems by implementing Smartsheet, leading to enhanced workflow efficiency and collaboration leading to across-the-board cost savings.
Program Management & International Contract Execution
International Contracts Program Management
Oversaw the execution of four international contracts, ensuring alignment with the Federal Acquisition Regulation System (FARS) and realizing significant savings, while managing intricate project interdependencies.