Eugene Adams
Jacksonville,Florida
Summary
Financial Operations Associate with a strong background in compliance reporting and data analysis at Fidelity Investments. Demonstrated success in identifying operational issues and implementing effective solutions, resulting in enhanced efficiency. Critical thinking and communication skills have led to substantial cost savings and improved service standards in financial operations.
Overview
15
15
years of professional experience
Work History
Financial Operations Associate
Fidelity Investments
Jacksonville, Florida
01.2021 - Current
- Completed Plan Year End Summary Reporting and Annual Nondiscrimination Compliance Testing.
- Ensured timely submission of Form 5500 and provided audit support for year-end audits.
- Assisted Plan Sponsors with Nondiscrimination Testing processes, including data uploads and validation checks.
- Identified issues, analyzed data, and delivered actionable solutions to complex problems.
- Developed spreadsheets in Microsoft Excel for accurate daily, weekly, and monthly reporting.
Financial Representative
Ally Financial Dealer Credit Team
Jacksonville, FL
02.2020 - 10.2020
- Achieved first contact resolution while supporting Operations Manager in Credit Administration.
- Updated systems and databases accurately with customer status details and requirements.
- Processed dealer wholesale charges and renewals to ensure timely transactions.
- Ensured compliance with legal and process requirements through thorough execution of procedures.
- Implemented cost-saving initiatives, resulting in significant savings by resolving long-standing issues.
Financial Associate
PRUDENTIAL INSURANCE
Jacksonville, FL
07.2016 - 11.2019
- Demonstrated urgency and ownership in assisting producers, including financial advisors and brokerage staff.
- Managed new business cases through entire process to ensure successful placement of claims.
- Served as liaison between external customers and internal divisions to maintain high service standards.
- Contributed to culture of continuous improvement by sharing service and process enhancement ideas.
- Supervised training for a 40-person staff, ensuring consistent performance improvements.
- Prepared meetings and developed wartime scenarios as combat information center supervisor.
- Coordinated tactical information and delivered presentations as database manager.
- Designed technical implementation of information systems, including Harpoon missile operation system.
401K representative
Voya Financial
Jacksonville, Florida
01.2011 - 10.2015
- Utilized various systems and tools to address inquiries from inbound phone lines.
- Provided detailed information on specific plan features to callers.
- Explained complex product features and retirement concepts to participants, agents, and sponsors.
- Assisted in Salesforce software implementation by capturing caller information in customer management systems.
- Ensured compliance with policies and regulatory requirements while executing duties effectively.
Education
Double Bachelors - Economics, Political Science
Florida State University
Tallahassee, FL05.2004
Skills
- Critical thinking
- Active listening
- Telephone etiquette
- Time management
- Team collaboration
- Compliance reporting
- Audit support
- Data analysis
- Nondiscrimination testing
- Financial operations
- Regulatory compliance
- Problem solving
- Effective communication
- Payroll processing
- Financial reporting
- Time management abilities
- Problem-solving abilities
Timeline
Financial Operations Associate
Fidelity Investments
01.2021 - Current
Financial Representative
Ally Financial Dealer Credit Team
02.2020 - 10.2020
Financial Associate
PRUDENTIAL INSURANCE
07.2016 - 11.2019
401K representative
Voya Financial
01.2011 - 10.2015
Double Bachelors - Economics, Political Science
Florida State University