Juanita Bishop
Dallas-Fort Worth,TX
Summary
Tenacious pension analysts professional with 9 years experience. Overseeing clientele retirement accounts specialized and non-specialized. Seeking a position with a company where I can showcase my essential qualities and grow.
Overview
11
11
years of professional experience
Work History
Quality Control Analyst
Fidelity Investments
Westlake, TX
10.2023 - Current
- Conducted root cause analysis for recurring issues, developing long-term solutions to prevent recurrence.
- Provided training to new hires on quality control procedures, fostering a culture of excellence within the team.
- Improved overall production efficiency by identifying and resolving quality control issues.
- Review pension calculations and procedures.
Senior Pension Analyst
Fidelity Investments
Westlake, TX
06.2021 - 10.2023
- New Hire Trainer for training
- Identify missed calculations
- Worked with client regarding any benefit issues or plan updates.
- Responsible for full review of client valuation files
- Financial pension expert responsible for training all new and junior associates
Senior Defined Benefits Specialist
Fidelity Investments
Westlake, TX
09.2017 - 06.2021
- Maintained accurate records of plan participation and distributions
- Responsible for administering plans, calculating benefits, processing distributions, and managing plan assets
Financial Representative
Fidelity Investments
Westlake, TX
09.2016 - 09.2017
- Virtually meet with clients to assess their financial goals, needs, and risk tolerance, and develop personalized financial plan
- Analyzed clients’ financial situations, including income, expenses, assets, and liabilities
- Developing a financial plan that met their needs
- Regularly monitored clients’ financial performance and adjusting their financial plans as necessary
Defined Benefits Specialist
Fidelity Investments
Westlake, TX
02.2015 - 08.2016
- Assisted General Manager in managing team, including training, scheduling, and performing evaluation
- Supported General Manager in developing and implementing strategies to improve the business’s operations and profitability
- Assisted with financial management, including budgeting, forecasting, and analyzing financial statements
Assistant General Manager
Chipotle
Albuquerque, NM
05.2014 - 12.2014
- Assisted General Manager in managing team, including training, scheduling, and performing evaluation
- Supported General Manager in developing and implementing strategies to improve the business’s operations and profitability
- Assisted with financial management, including budgeting, forecasting, and analyzing financial statements
Education
Bachelor of Arts - Applied Mathematics
University of St. Thomas
St. Paul, MN05.2013
Skills
- Analytics
- Microsoft Suites
- Presentation Lead
- Management Tools
- New Hire Trainer
- Project Management
- Conflict Resolution
- Leadership
- Teamwork
- Computer Literacy
- Research
- Problem-Solving
- Effective decision making
- Proficient time management
- Strong Communication
- Trainer
- SQL
Timeline
Quality Control Analyst
Fidelity Investments
10.2023 - Current
Senior Pension Analyst
Fidelity Investments
06.2021 - 10.2023
Senior Defined Benefits Specialist
Fidelity Investments
09.2017 - 06.2021
Financial Representative
Fidelity Investments
09.2016 - 09.2017
Defined Benefits Specialist
Fidelity Investments
02.2015 - 08.2016
Assistant General Manager
Chipotle
05.2014 - 12.2014
Bachelor of Arts - Applied Mathematics
University of St. Thomas