Daesun Sims
Riverview,FL
Summary
Detail-oriented professional with experience in financial services and human resources, specializing in transaction processing, account management, and regulatory compliance. Skilled in resolving discrepancies, supporting client accounts, and maintaining accuracy across financial systems in fast-paced environments.
Overview
10
10
years of professional experience
Work History
Operations Associate II
Ascensus Retirement Services
Dresher , PA (Fully Remote)
03.2024 - Current
- Process and reconcile high-volume daily financial transactions across retirement and savings plans, including contributions, distributions, reallocations, and investment trades.
- Support complex and specialized plan structures, ensuring accurate handling of non-standard transactions and plan-specific requirements.
- Utilize financial platforms (ACE, ARK, Trust, Wygrou, Chorus) to ensure precise transaction processing, account maintenance, and regulatory compliance.
- Execute manual and exception-based processing for high-value, high-profile client accounts, maintaining strict accuracy and service-level expectations.
- Analyze financial reports to validate cash movement, funding activity, and settlement accuracy across multiple plan types.
Financial Assistance Advisor
Keiser University
Sarasota, FL
07.2022 - 12.2023
- Managed a high-volume caseload, advising students on financial planning, funding options, and eligibility.
- Ensured compliance with federal and state financial aid regulations and institutional policies.
- Analyzed financial documentation to determine aid eligibility and processed applications with accuracy.
- Communicated complex financial information clearly to support informed decision-making.
- Identified and resolved funding gaps, improving account standing and retention.
Human Resources Specialist
United States Army
Arlington, Virginia
01.2018 - 01.2021
- Managed personnel and financial-related records, including pay, benefits, promotions, and administrative actions.
- Processed transactions and updates within personnel systems, ensuring data integrity and timely recordkeeping.
- Investigated and resolved discrepancies related to pay, benefits, and service records.
- Provided guidance to service members on financial entitlements, benefits, and administrative procedures.
Customer Support Specialist
Essentials Massage & Facials Of Brandon
Brandon, Florida
10.2017 - 04.2018
- Managed client accounts, appointment scheduling, and service transactions in a fast-paced environment.
- Processed payments and maintained accurate financial and customer records.
- Handled inbound calls and client inquiries, resolving scheduling and service-related issues.
- Supported daily administrative operations, including recordkeeping and front desk coordination.
Data Integrity Analyst
Nesco Resource
Lakeland, Florida
04.2017 - 12.2017
- Performed data entry and maintained records within internal systems, ensuring accuracy and consistency.
- Reviewed and corrected discrepancies to support data integrity and reporting accuracy.
- Processed documentation and organized records to support operational workflows.
- Collaborated with management to ensure timely completion of data-driven tasks and workflow requirements
Customer Support Specialist
Jules Car Wash
Brandon, Florida
07.2016 - 08.2017
- Processed payments and handled cash transactions, ensuring accuracy in daily reconciliation.
- Maintained financial and operational records, supporting organized business operations.
- Assisted customers with service selection, scheduling, and general inquiries.
- Supported inventory tracking and day-to-day front desk operations.
Education
Bachelor of Science - Business Administration And Management
Saint Leo University
Saint Leo, FL2024
Associate of Arts - Business Administration
University of Maryland
College Park, MD2021
Skills
- Financial Transaction Processing
- Regulatory Compliance & Accuracy
- Account Reconciliation & Discrepancy Resolution
- Investment / Retirement Account Operations
- Data Analysis & Financial Reporting
- Client & Advisor Support
Timeline
Operations Associate II
Ascensus Retirement Services
03.2024 - Current
Financial Assistance Advisor
Keiser University
07.2022 - 12.2023
Human Resources Specialist
United States Army
01.2018 - 01.2021
Customer Support Specialist
Essentials Massage & Facials Of Brandon
10.2017 - 04.2018
Data Integrity Analyst
Nesco Resource
04.2017 - 12.2017
Customer Support Specialist
Jules Car Wash
07.2016 - 08.2017
Bachelor of Science - Business Administration And Management
Saint Leo University
Associate of Arts - Business Administration
University of Maryland