Michelle Bridgman
Middleburg,FL
Summary
I am looking to expand my career by obtaining a new position that offers me new opportunities to grow and extend my knowledge within a data centric position.
Overview
29
29
years of professional experience
Work History
Nonqualified Plans Data Lead
FIS
09.2022 - 04.2023
- Established strong relationships with cross-functional teams to facilitate seamless collaboration on data-driven initiatives.
- Acted as subject matter expert within the organization on matters pertaining to data integrity, storage solutions, and privacy regulations.
- Compiled, cleaned and manipulated data for proper ha
- Compiled cline reporting.
- Established rule driven processes during client enrollment election.
- Collected, reviewed client data for new enrollees.
- Managed divided and exchange data at both client and employee levels.
Data Lead
Infosys/ Vanguard Account
12.2020 - 08.2022
- Currently assigned to following project types as an Institutional Recordkeeping Services Data Lead:
- Asset Transfer Out
- Division Transfer Out
- Direct Aggregate Rollover Out
- Plan Terminations
- NQP Start -up/ Straight to Newport
- Payroll file projects
- Implementations Services Consultant requests
Tech Lead to Conversion Tech Lead/Transition Specialist
Vanguard
06.2006 - 12.2020
- Transitioning Non-Qualified plans to Newport (2019- 2020)
- Used historical documents to audit and correct NQ plans prior to transition to Newport.
- Member of Vanguard to Newport requirements group for data requirements on the following data:
- Distribution Elections
- In Day data
- Demographic/ Census data
- Payroll Deferral Media Out file specifications and reporting requirements.
- Worked with IT team to test, research issues and document the functionality of transitioning plan reports and data files prior to elevating them into production.
- Collected information of various NQP client deferral reporting processes to ensure an uninterrupted transition of deferral reporting to clients or their payroll vendors.
- Transitioned over 400 Non- Qualified Plans to the Newport
- Duties included running transition specific reports, supplemental reports, creating transfer out files, reviewing data, resolving data issues prior to releasing data to Newport based on established transition timeline.
- Followed up on any subsequent data questions from Newport.
- Lead resource for NQP as part of a divisional system upgrade to internal reporting tool to ensure stability of NQP reporting during transition to Newport.
- Managed team to document functionality of various reports used across NQP groups.
- Created testing requirements documents
- Worked with systems group to deliver testing results for the prod and test system fixes.
- Communicated process to management throughout the process
- Lead resource to transition Production Support and plan administration responsibilities to NQP Tech Lead position.
- Created procedures for NQP team
- Held individual tutorials for NQP group
- Liaison between Production Support and NQP for any issues in process.
- Worked on requirements, testing, validation on a Divisional system migration and upgrade from a legacy based platform to an Enterprise system.
- Completed CPAT and SAT testing to validate functionality, content and data on the new platform.
- Attended regular status meetings as well as one off testing sessions.
- Was awarded for my work on the TJ Maxx conversion for its 2 Non-Qualified plans.
- Worked with client and prior recordkeeper to compile historical data
- Conducted meetings with client and prior recordkeeper
- Created files for over 80,000 rows of distribution election history.
- Annual Election work
- Worked with Project Lead to create annual election document to ensure correct plan set up.
- Worked with Project Lead and client for participant eligibility files
- Created testing requirements document used in Annual, Mid -Year/ Bonus elections.
- Completed Plan set up per system requirement document for multiple plans
- Created, tested and loaded participant eligibility files for multiple plans
- Completed testing and documented results for Annual, Mid- Year and Bonus elections
Payroll Services Support Associate
Vanguard
08.2000 - 06.2006
- Held client calls to determine scope of projects, best fits and timelines.
- Created monthly Frequently Asked Questions documents that were sent out to all of Recordkeeping Services division as tutorials on various Payroll Services topics.
- Attended Payroll Related services learning classes to proctor trainers and training materials, in addition to be available for questions.
- Held one on one trainings at desks of processors and Client Administrators.
- Created PRS data and plan set up queries to identify data on back-end system tables.
- Tested various PRS scenarios to provide resolutions to issues submitted to the team at both plan and participant level.
- Worked with our IT department to resolve data issues that required data manipulation on back-end tables.
- Worked on internal Production Support team for issues for Payroll Related services and Non-Qualified plans.
Client Administration
Vanguard
08.1999 - 08.2000
- Assigned as the Cargill Client Administrator for both 401(k) and Non- Qualified plans (6)
- Daily contact for client
- Helped Conversions group establish Payroll Related services for the plan. Responsible to teach plan processors and co-Administrators the process for plan reporting. At the time I was also responsible for various participant data record keeping and reporting for the conversion process.
Process Associate
Vanguard
09.1997 - 08.1999
- Started in Recordkeeping services as a process associate.
- Assigned to multiple Jumbo clients to establish conversion schedules, completed plan requests, loan repayments, mistake corrections, system changes, plan terminations and beneficiary information.
- Assigned to several Account Administrators as a dedicated processor, as well as helping peers and covering when needed for non- assigned plans.
Service Associate
Vanguard
10.1994 - 09.1997
- Fulfilling participant literature and statement requests
- Scheduled temporary employees to meet fulfillment quota weekly
- Managed postal weights and costs with Mail Operations
- Worked with warehouse on inventories needed on a daily basis for daily literature operations as well as future demands
Education
Some College (No Degree) - Graphic Design
Philadelphia College of Art
Philadelphia, PAEarly Childhood Education
Penn State University
Lima, PAGreat Valley High School
Malvern, PA06.1981
Skills
- Leadership
- Decision Making
- Time Management
- Communication
- Excellent communication
- Microsoft Office
- Data integration
- Data security compliance
- Teamwork and collaboration
- Attention to detail
- Problem-solving abilities
- Multitasking Abilities
- Reliability
- Organizational skills
- Teamwork and collaboration
- Active listening
- Effective communication
- Adaptability and flexibility
- Decision-making
- Task prioritization
- Self motivation
- Data-driven decision making
- Goal setting
- Professionalism
- Complex Problem-solving
- Time management abilities
- Data quality assurance
- Data governance
Accomplishments
- Interpreted, tested and converted TJ Maxx NQP plans with over 80,000 rows of NQP distribution data
- Created roles and responsibilities for NQP Tech Lead position to take over plan set up of Non- Qualified plan types from the Implementations Services Conversion group
- Created process and procedures for automating 457(b) plans from hard copy enrollments to Auto Enrollment plans.
- Created process and procedures for automating NQP hard copy enrollments to Auto Enrollments plans.
- Created NQ process for running manual payroll deferral media out reports for mid- year, bonus and year end reporting.
- Created NQP specific reports for NQP internal clients on IBM reporting platform.
- Worked on over 400 Non- Qualified plans in the Vanguard to Newport transition.
- Team member on Project team to migrate Payroll Related Services from Legacy system onto a new Enterprise platform.
- Awarded for my work in Payroll Services group for publishing monthly Frequently Asked Questions as learning tools for the department.
Timeline
Nonqualified Plans Data Lead
FIS
09.2022 - 04.2023
Data Lead
Infosys/ Vanguard Account
12.2020 - 08.2022
Tech Lead to Conversion Tech Lead/Transition Specialist
Vanguard
06.2006 - 12.2020
Payroll Services Support Associate
Vanguard
08.2000 - 06.2006
Client Administration
Vanguard
08.1999 - 08.2000
Process Associate
Vanguard
09.1997 - 08.1999
Service Associate
Vanguard
10.1994 - 09.1997
Some College (No Degree) - Graphic Design
Philadelphia College of Art
Early Childhood Education
Penn State University
Great Valley High School
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