Brendan Monahan
Cumberland
Summary
Accomplished professional with expertise in process improvement and project management. Proven track record in enhancing operational efficiency and client satisfaction. Skilled in data analysis and team leadership, driving successful outcomes through strategic initiatives. Recognized for problem-solving abilities and adept at leveraging SQL for data-driven decision-making and customizations.
Overview
2027
2027
years of professional experience
Work History
Process Improvement Consultant
TELUS Health
Canton
01.2025 - Current
- Conduct root cause analysis to address workflow inefficiencies and/or incorrect system design.
- Increase efficiency and accuracy through process evaluations and updates.
- Document standard operating procedures for enhanced operational consistency.
- Facilitate brainstorming sessions with cross-functional teams to generate ideas for improving business operations.
- Create and revise documentation of existing processes to reflect improvements from process initiatives.
- Participate in discussions to propose system design improvements aimed at enhancing client satisfaction.
Project Leader
Mercer/Morneau Sheppell/LifeWorks/TELUS Health
Norwood
2007 - 01.2025
- Represented Health & Benefits line of business in enterprise capital projects (regulatory updates, process improvements, system implementations, conversions).
- Trained and managed offshore administration resources to enhance process efficiency.
- Led annual benefits open enrollment project and coordinated cross-team execution.
- Implemented premium jobs and managed complex premium reporting for large-market clients, ensuring accuracy and compliance.
- Serve as liaison between client service teams and internal support groups.
- Led data audit efforts for the Health & Benefits line of business.
- Developed project plans outlining timelines and resource allocations.
- Facilitated training sessions to enhance team skills and knowledge.
- Managed daily project operations, tracked progress against timelines, and resolved issues to maintain project momentum.
- Maintained accurate records of all project documents such as requirements, design specifications, test results.
Defined Contribution Product Support Team Leader
Mercer
Norwood
2005 - 2007
- Led a team of 4 employees (1 remote, 3 on-site), providing day-to-day management and performance oversight.
- Managed multiple system initiatives end-to-end, from requirements and design through implementation and post-launch support, using established project methodologies.
- Ensured departmental standards for project estimation, planning, defect tracking, test strategy, test plan development, execution, and documentation were consistently met.
- Directed software quality assurance and implemented system enhancements, new procedures, and workflow changes in response to regulatory, industry, and business needs.
- Collaborated with Defined Contribution, Health & Benefits leadership, and Internal Systems Design to develop, test, and deploy new systems and operational processes and controls.
- Participated in design reviews to identify technical risks and ensure seamless integration with existing systems and environments.
Defined Contribution Product Support Specialist
Putnam Investments
Norwood
2004 - 2005
- Resolved complex system design and development questions; designed test strategies and plans to validate system functionality.
- Developed functional specifications and reviewed technical designs to align with business and system requirements.
- Defined detailed workflows, data flows, and processing requirements for enhancements and defect resolution; secured stakeholder approval.
- Executed unit and system testing, analyzing results with leadership and stakeholders to confirm quality delivery.
- Provided ongoing production support and troubleshooting for enterprise applications.
- Partnered with business teams to deliver end-user training and support successful system implementations.
- Contributed to conceptual system design and early-stage solution planning.
- Managed and maintained project plans in coordination with cross-functional development teams.
Defined Contribution Reconcilements Team Leader
Putnam Investments
Norwood
2002 - 2004
- Led a team of 6 employees, balancing remote and on-site resources to ensure operational effectiveness.
- Coordinated adjustment and high-risk processing for 500 Defined Contribution plans, ensuring compliance and accuracy.
- Reviewed all adjustment requests to ensure corrections were processed within 401(k) guidelines.
- Facilitated communication with management to streamline problem resolution processes across teams.
- Participated in conference calls with plan sponsors to identify compliant correction steps.
- Researched and monitored daily operational issues for 10 Middle Market 401(k) processing units.
Defined Contribution Client Services Team Leader
Putnam Investments
Norwood
2000 - 2002
- Managed a staff of 11 full time, part time, and agility employees.
- Oversaw responsibilities of Plan Service Associates and Plan Service Representatives by monitoring team workload and coordinating client services for 80 plans through effective scheduling and staffing.
- Interviewed and hired suitable Plan Service Associates and Plan Service Representatives.
- Directed team communication through staff meetings, one-on-ones, and status reports to ensure alignment and clarity on goals.
- Assessed and coordinated training needs, including system and operational procedures, and reviewed control items.
- Analyzed reports daily, weekly, monthly, and quarterly to identify and address potential business risks proactively.
- Ensured 5500, NDT Testing, and Statements were prepared and mailed in a timely manner.
Defined Contribution Plan Service Representative
Putnam Investments
Quincy
2000 - 2000
- Primary point of contact for client related activities for 20 Defined Contribution plans.
- Administered plans to ensure compliance with regulatory guidelines and enhance operational practices.
- Liaison with internal support groups, i.e., Client Service, Reporting & Testing, New Business Implementation, and Participant Services.
- Directed support team to ensure timely and accurate processing of client-related activities.
- Generated quarterly statements, invoices, and valuations to provide clients with comprehensive financial insights.
Defined Contribution Senior Plan Service Associate
Putnam Investments
Quincy
1999 - 2000
- Led implementation and testing of Putnam’s new 401(k) record-keeping system, ensuring a smooth transition.
- Reviewed items for quality control on OmniPlan to ensure accuracy of adjustments, loan issues/payoffs, distributions, contributions, cash earnings spreads, month-end reporting/filing, rollovers, and statements.
- Coordinated and delegated workload among staff of 10 to meet deadlines and maintain service quality.
- Calculate gain/losses and process all adjustments within the department.
Defined Contribution Plan Service Associate
Putnam Investments
Quincy
1998 - 1999
- Processed payrolls, rollovers, excess returns, loan issues, distributions, and posted dividends to ensure accurate account management.
- Trained new associates and supported co-workers to enhance team capabilities.
- Assisted Plan Service Representatives in resolving issues and preparing statements to improve client communication.
Senior Operations Administrator
Putnam Investments
Franklin
1996 - 1998
- Coordinated operational workflows for investment management processes, ensuring timely and accurate execution.
- Streamlined project workflows for Client Services Administrators, enhancing project completion efficiency.
- Facilitated training for department staff, contributing to improved team capability.
- Adjusted financial history and calculated dividends on shareholder accounts to properly reflect their investments.
- Informed management about emerging trends and issues for timely response.
- Developed a strong knowledge of the mutual fund industry.
- Nominated for the Putnam Outstanding Employee Award, second quarter 1997.
Education
High School -
King Philip High School
Wrentham, MA01-1992
Skills
- Process improvement and lean six sigma
- Project management
- Requirements analysis
- Data analysis and process mapping
- Operations management
- Vendor management
- Team leadership
- Problem resolution and solving
- SQL
Timeline
Process Improvement Consultant
TELUS Health
01.2025 - Current
Project Leader
Mercer/Morneau Sheppell/LifeWorks/TELUS Health
2007 - 01.2025
Defined Contribution Product Support Team Leader
Mercer
2005 - 2007
Defined Contribution Product Support Specialist
Putnam Investments
2004 - 2005
Defined Contribution Reconcilements Team Leader
Putnam Investments
2002 - 2004
Defined Contribution Client Services Team Leader
Putnam Investments
2000 - 2002
Defined Contribution Plan Service Representative
Putnam Investments
2000 - 2000
Defined Contribution Senior Plan Service Associate
Putnam Investments
1999 - 2000
Defined Contribution Plan Service Associate
Putnam Investments
1998 - 1999
Senior Operations Administrator
Putnam Investments
1996 - 1998
High School -
King Philip High School