Felicia B. Jackson-Rivers
Baltimore,MD
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Thorough team contributor with strong organizational capabilities. Experienced in handling numerous projects at once while ensuring accuracy. Effective at prioritizing tasks and meeting deadlines.
Overview
46
46
years of professional experience
Work History
Statistical Data Analyst
Baltimore County of Behavioral Health
04.2018 - Current
- Responsible for the collection, organizing, analyzing, and presenting data relevant to the department's needs.
- Developed and implemented data collection strategies for cleaning raw data using Excel tools.
- Preparing and organizing data extracts as file exports and Pivot tables for department presentations as graphs, charts, and dashboards using Excel tools.
- Designed and developed custom macro coding to create automated data collection spreadsheets using Excel.
- All tools needed to be documented with process flow maps and procedures, and assisted with training on the tools.
- Conducted regular quality control checks on datasets, ensuring data integrity and minimizing errors in subsequent analyses. Developed integrated spreadsheet and database templates for accumulating, formatting, and organizing program data and presented findings to management.
Technical Analyst
T. Rowe Price
10.2013 - 09.2017
- Managed the technical aspects of multiple plans of varying size and complexity in the setup of the record-keeping system and ancillary systems, in addition to preparing client documentation for participant transactions and plan services.
- Ensured all components of plan set-up, participant and plan services, and documentation align with the plan document.
- Updated documentation throughout the life cycle of the client onboarding project to reflect progress.
- Performed quality review on the work of other team members as needed.
- Partnered with the Implementation Consultant and Global Business Solutions group to define and deliver business requirements that will align with T. Rowe Price’s preferred practices.
- Coordinated the data and asset transfer from the prior record keeper/trustee.
- Responsible for determining and executing the investment of plan assets.
- Responsible for resolving out-of-balance conditions relating to participant records and assets.
- This position was a special migration project for a new recordkeeping system at T. Rowe Price. For the new system, it was necessary to research, develop, and create Microsoft-based tools to transition data to the new system.
- All tools completed with process flow maps, procedural SOPs, and staff or client use with training as needed.
Implementation Consultant
T. Rowe Price
12.1989 - 10.2013
- Managed the technical aspects of multiple plans of varying size and complexity in the setup of the record-keeping system and ancillary systems, in addition to preparing client documentation for participant transactions and plan services.
- Ensured all components of plan set-up, participant and plan services, and documentation align with the plan document.
- Updated documentation throughout the life cycle of the client onboarding project to reflect progress.
- Performed quality review on the work of other team members as needed.
- Partnered with the Implementation Consultant and Global Business Solutions group to define and deliver business requirements that will align with T. Rowe Price's preferred practices.
- Coordinated the data and asset transfer from the prior record keeper/trustee.
- Responsible for determining and executing the investment of plan assets.
- Responsible for resolving out-of-balance conditions relating to participant records and assets.
- This position was a special migration project for a new recordkeeping system at T. Rowe Price.
- For the new system, it was necessary to research, develop, and create Microsoft-based tools to transition data to the new system.
- Some of the tools were developed for client use and data approval.
- All tools needed to be documented with process flow maps and procedures.
- I also assisted with training on the tools.
Teller, Credit Report Analyst, Loan Processor
SECU of Maryland
05.1979 - 12.1989
- Teller: Provides account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks, and answering questions in on referring to other bank services.
- Reconciles cash drawer by proving cash transactions, counting and packaging currency and coins.
- Credit Report Analyst: Performs a variety of clerical duties which included the review of credit applications for input into a computerized credit scoring system; data entry of credit applications into the scoring system for credit scores and credit bureau reports.
- Conducts Credit research as required.
- Prepares necessary credit paperwork for the Loan Processor.
- Loan Processor: Interview applicants to collect and verify an applicant's personal information and financial records for the loan, pull together and prepare loan documents that are passed on at the closing of the loan, and generally keep the records in order for this financial transaction.
- Received a cash award for creating a reconciliation handbook for the tellers and assisting research and testing of new teller software.
Education
Completed Studies
Skills
- Self-motivated, analytical, and meticulous professional with extensive experience in the banking and investment industry
- Technical administration skills with training and experience in diverse data collection systems
- Excellent communication skills demonstrated through writing technical reports, procedures, and presentations for customer support and interaction
- Experienced in the design and creation Excel spreadsheets and databases with macro automation for department and intra-department use
- Data visualization proficiency Experienced in the design and creation of PowerPoint presentations for internal and external presentation
- Designed, created, and maintained department website
- Researched new tools and resources to write department procedures for training and assisted in training, as needed
Timeline
Statistical Data Analyst
Baltimore County of Behavioral Health
04.2018 - Current
Technical Analyst
T. Rowe Price
10.2013 - 09.2017
Implementation Consultant
T. Rowe Price
12.1989 - 10.2013
Teller, Credit Report Analyst, Loan Processor
SECU of Maryland
05.1979 - 12.1989
Completed Studies
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