Joseph Cloud
Delran,New Jersey
Summary
Dynamic leader with a proven track record at Karr Barth Administrators, Inc., where I spearheaded innovative strategies, enhancing operational efficiency and client satisfaction. Skilled in financial analysis and fostering team development, I excel in driving business growth and process improvement. Achieved significant milestones through effective project management and exceptional communication abilities.
Overview
30
30
years of professional experience
Work History
Director, Plan Administration & Internal Auditor
Karr Barth Administrators, Inc.
Bala Cynwyd, PA
09.1999 - Current
- Managed and focused teams on developing innovative and cutting-edge approaches at all levels with effective resource allocation and strategic planning.
- Maintained financial accuracy by reviewing all client reporting.
- Optimized operational processes by developing company-wide analytics tools to address client-specific metrics.
- Directed staff of personnel and managed budget totaling $1 billion annually.
- Assisted company executives during decision-making process by compiling daily reports to suggest corrective action.
- Established performance goals for each department and provided feedback on methods for reaching those milestones.
- Developed processes and procedures for production.
- Composed internal communication and external correspondence for senior management and reviewed all documentation to eliminate errors.
- Analyzed and created audit checklist for audit filings.
- Managed accounts grossing $1 billion per year.
- Delegated assignments based on plans, project needs and knowledge of individual team members.
- Analyzed business needs while soliciting customer feedback for process improvements.
- Resolved all issues efficiently, which in turn enhanced customer satisfaction ratings.
- Hired and directed team of employees to achieve daily and long term operations and business goals.
- Managed daily operations while overseeing over 20 employees to foster increased productivity.
- Developed and updated spreadsheets and databases to track, analyze and report on performance and funding data.
- Developed impactful and strategic partnerships with all clients to drive business development.
- Prepared weekly employee work schedules for team members ensuring all clients received adequate coverage.
- Directed work of key team members to create cutting-edge work.
- Worked closely with organizational leadership, including President & CFO, to strategically affect direction of operations.
- Trained and managed team of developers and administrators and discussed issues to provide resolution and apply best practices.
- Made recommendations for changes in funding process and policies based on data and judgment.
- Optimized processes and supervised employees, including overseeing administration, budgeting, sales and scheduling protocols.
- Managed daily operations by overseeing financials, key performance indicators and employee performance
- Aided senior leadership during executive decision-making process by generating daily reports to provide data for consideration of corrective actions and improvements
- Streamlined operational efficiencies, designing company-wide analytics tool for client-specific metrics, financial performance and site performance management tracking
Project Manager
BISYS Plan Services
Ambler, PA
03.1995 - 09.1999
- Developed implementation methodologies to rein in project costs while meeting key milestones.
- Identified plans and resources required to meet project goals and objectives by setting realistic timelines and checkpoints.
- Modified and directed project plans to meet organizational needs.
- Oversaw projects by planning, designing, and scheduling.
- Provided accurate, detailed quantity take-offs from project drawings and technical specifications.
- Headed project teams specializing in various activities.
- Identified, reviewed and applied policies and procedures by exercising informed judgment to achieve optimal performance.
- Defined project plans and timelines, managed workflow and personnel and achieved completion deadlines on or before schedule
- Forecasted, scheduled and monitored project timelines, personnel performance and cost efficiency
Education
Chartered Life Underwriter -
American College
Bryn Mawr, PAChartered Financial Consultant -
American College
Bryn Mawr, PASeries 6 & 63 -
NASD
Bachelor of Science - Finance/Human Resource Management
LaSalle University
PhiladelphiaSkills
- Peer review and revision
- Issues resolution
- Audit practices and procedures
- Resolving Discrepancies
- Accounting Skills
- Operations management
- Strategies and goals
- Administrative support
- Verbal and written communication
- Project Management
- Business Development
- Staff Development
- Business planning
- Performance improvement
- Process improvement
- Sales management
- Multitasking and organization
- Financial reporting
- Decision-making
- Financial analysis
- Project management
- Hiring and retention
Timeline
Director, Plan Administration & Internal Auditor
Karr Barth Administrators, Inc.
09.1999 - Current
Project Manager
BISYS Plan Services
03.1995 - 09.1999
Chartered Life Underwriter -
American College
Chartered Financial Consultant -
American College
Series 6 & 63 -
NASD
Bachelor of Science - Finance/Human Resource Management
LaSalle University
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