Gabriel Casaje
Summary
Professional with proven expertise in retirement services. Adept at delivering impactful solutions and fostering collaboration within teams to achieve results. Skilled in financial planning, client relationship management, and regulatory compliance. Known for adaptability and reliability in dynamic environments.
Overview
8
8
years of professional experience
Work History
Retirement Services Specialist
Charter Impact
Northridge, CA
11.2022 - 12.2025
- Administered CalSTRS and CalPERS retirement reporting for approximately 30 charter schools
- Maintained CalSTRS and CalPERS membership records for certificated and classified employees, including entering new members and updating existing accounts
- Entered, reviewed, and submitted monthly retirement contributions ensuring accuracy and compliance
- Managed retirement payments, reconciliations, and corrections for member accounts
- Served as primary point of contact for retirement-related inquiries from school staff and CalSTRS/CalPERS representatives
- Collaborated with Payroll to resolve reporting discrepancies and retroactive corrections
- Worked with Accounting to support audits and correct retirement-related audit findings
- Ensured compliance with state regulations, deadlines, and reporting requirements
Retirement Services Associate
Charter Impact
Northridge, CA
11.2021 - 11.2022
- Processed employee retirement data and maintained retirement membership records for multiple charter schools under supervision
- Entered new hires, separations, and compensation adjustments into retirement systems
- Assisted with resolving contribution errors and responding to client inquiries
- Supported senior specialists with reconciliations and audit preparation
Retirement Data Entry Temp
Robert Half
08.2021 - 11.2021
- Entered retirement information for charter school employees accurately and efficiently
- Maintained confidentiality of sensitive employee and financial data
- Met strict deadlines while supporting multiple school accounts
Driver
Uber
10.2019 - 08.2021
- Provided reliable transportation services while maintaining high customer satisfaction ratings
- Managed scheduling, routing, and time efficiently as an independent contractor
- Handled payments and resolved rider issues professionally
Associate Banker
JPMorgan Chase Bank
Northridge, CA
08.2018 - 10.2019
- Conducted daily banking transactions and handled large cash volumes
- Advised customers on accounts, credit cards, and loan products
- Managed account updates, closures, and transaction issues
- Serviced ATMs and completed administrative data entry tasks
- Referred clients to financial specialists when appropriate
Cashier
Dollar Tree Stores
Granada Hills, CA
08.2017 - 08.2018
- Processed payments, returns, and exchanges accurately
- Assisted customers and resolved complaints professionally
- Maintained inventory organization and balanced daily cash totals
Education
Bachelor of Arts - Business Administration Option: Accounting
California State University, Los Angeles
Los Angeles, CA05.2019
Bachelor of Arts - Computer Information Systems Opt: Business Systems
California State University, Los Angeles
Los Angeles, CA05-2019
Associate of Arts - Business Administration
Moorpark Community College
05.2016
Skills
- Administrative & Operations Support
- Data Entry
- Review & Reconciliation
- Payroll
- Benefits & Financial Reporting Support
- Compliance
- Deadlines
- Audit Assistance
- Cross-Functional Collaboration
- Client & Agency Communication
- Advanced Microsoft Excel
- Accuracy
- Confidential Data Handling
- Problem-Solving
Timeline
Retirement Services Specialist
Charter Impact
11.2022 - 12.2025
Retirement Services Associate
Charter Impact
11.2021 - 11.2022
Retirement Data Entry Temp
Robert Half
08.2021 - 11.2021
Driver
Uber
10.2019 - 08.2021
Associate Banker
JPMorgan Chase Bank
08.2018 - 10.2019
Cashier
Dollar Tree Stores
08.2017 - 08.2018
Bachelor of Arts - Business Administration Option: Accounting
California State University, Los Angeles
Bachelor of Arts - Computer Information Systems Opt: Business Systems
California State University, Los Angeles
Associate of Arts - Business Administration
Moorpark Community College