Jacob Mayson

• Manage funding for high-volume TPA claim activity, overseeing millions of dollars in claim payments with a strong focus on accuracy and financial control.

• Conduct detailed research on claims and funding activity to investigate discrepancies, resolve issues, and support timely and accurate payment processing.

• Utilized Excel daily with lookups, PivotTables, and advanced formulas to analyze large datasets, reconcile discrepancies, and identify trends and variances.

• Partner with internal teams and third-party administrators to resolve funding issues, answer claim-related questions, and improve workflow efficiency.

• Collaborated with internal teams and third-party administrators to resolve funding issues and answer claim-related questions, enhancing workflow efficiency.

• Transformed financial and claims data into actionable insights to support reporting and drive process improvement efforts.

• Managed and processed income events for Mutual Fund and Traditional Assets on SEI’s Wealth Platform, ensuring accuracy and regulatory compliance.
• Researched and resolved income discrepancies, enhancing reconciliation accuracy and reducing risk exposure.
• Led process improvement initiatives, achieving 97% accuracy and enhancing client service.
• Analyzed data trends and prepared reports on operational and financial performance.
• Analyzed data trends and prepared reports on operational and financial performance to inform strategic decision-making.
• Demonstrated advanced proficiency in Excel by utilizing complex functions and formulas.
• Apply advanced Excel techniques to support process improvements, contributing to operational success.
• Efficiently navigate large datasets to extract actionable insights and support decision-making.
• Develop complex formula sheets and custom functions to automate processes and boost productivity.
• Strengthened data security controls, ensuring successful internal and external audits.
• Developed complex formula sheets and custom functions to automate processes, increasing overall productivity.

• Managed social media calendar and created targeted content for sales, announcements, and holidays to boost audience engagement.
• Managed social media calendar and created content for sales, announcements, and holidays to enhance engagement.
• Assisted in executing marketing strategies focused on customer acquisition, engagement, and retention, contributing to overall campaign effectiveness.

• Supported game day production and client promotions for Iron Pigs, contributing to seamless execution of events.
• Quickly resolved unexpected issues, demonstrating strong problem-solving skills under pressure.
• Coordinated multiple tasks in fast-paced environment, prioritizing effectively to maintain smooth operations.