Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Olivia Jordan-Mitchell

West Palm Beach,FL

Summary

Experienced in Defined Contribution Retirement Plans with a proven track record of navigating complex challenges. Possesses strong problem-solving skills and a proactive attitude towards new tasks. Known for adaptability and a focus on delivering results. Dedicated to advancing organizational objectives through meaningful contributions.

Overview

13
13
years of professional experience
1
1
Certification

Work History

Pension Reconciliation Manager

NPPG
04.2020 - Current
  • Manage account reconciliation activities and personnel
  • Provide staff support and direction
  • Assist and resolve escalations in a timely manner
  • Assist with ADP/ACP and Form 5500 deadlines
  • Assist with auditor inquiries
  • Assist with Pension Reconciliation Specialist Job Responsibilities during deadlines
  • Assist Clients with submitting Annual Data through Plan Information Portal
  • Managed a team of reconciliation analysts, resulting in increased efficiency and reduced errors.
  • Reduced discrepancies in financial data by conducting thorough investigations and resolving issues promptly.
  • Prepared comprehensive reports on reconciliation activities for senior management review and decision-making purposes.
  • Conducted regular reviews of account reconciliations to detect trends, patterns, or areas requiring improvement.

Pension Reconciliation Specialist

Pinnacle, an NPPG Co.
11.2011 - 04.2020
  • Verify census data, determine eligibility and dates of participation
  • Determine HCE/Key Employee Status
  • Processing Prior Year Corrections and Payroll Corrections-Unrelated to current year payroll
  • Process corrective distributions due to ADP/ACP test failures
  • Calculate year end match, true ups and missed contributions
  • Asset Reconciliation - Prepare and reconcile year end valuations on a source level per participant
  • Resolve and communicate reconciling items with clients both verbally and via email
  • Interpret year-end non-discrimination testing
  • Work with Recordkeepers to process corrections
  • Communicate all reconciling items with plan auditors
  • Reduced financial discrepancies by consistently monitoring and resolving account variances.
  • Ensured timely completion of reconciliations by adhering to strict deadlines and prioritizing tasks effectively.
  • Assisted in periodic reviews of existing policies and procedures, suggesting updates as needed for optimal effectiveness.
  • Managed high volumes of transaction data efficiently while maintaining attention-to-detail necessary for accurate reconciliations.
  • Actively participated in team meetings, sharing insights on best practices to enhance overall department performance.
  • Exceeded performance metrics consistently, demonstrating dedication to excellence in the Reconciliation Specialist role.
  • Enhanced reconciliation accuracy by streamlining processes and implementing automated tools.
  • Maintained extensive knowledge of industry regulations, keeping up-to-date with changes impacting the reconciliation process.
  • Strengthened internal controls by identifying areas for improvement and implementing robust procedures.
  • Presented audit findings to accounting manager after reviewing results and paperwork.
  • Gathered, evaluated and summarized account data in detailed financial reports.

Education

Master - Accountancy

University of Phoenix
05.2011

Skills

  • Proficiency with Microsoft Office applications
  • Microsoft 365
  • AS400
  • Relius
  • Pension Pal
  • Positive Attitude
  • Excellent Communication Skills
  • Problem Solving
  • Multitasking
  • Ability to work under pressure
  • Dedication to meeting expectations and deadlines
  • Written policy and procedures manual
  • Time management
  • Attention to detail
  • Conflict resolution techniques

Accomplishments

  • Supervised team of 8staff members.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Certification

  • Certified Qualified 401(K) Administrator (QKA)

Timeline

Pension Reconciliation Manager

NPPG
04.2020 - Current

Pension Reconciliation Specialist

Pinnacle, an NPPG Co.
11.2011 - 04.2020

Master - Accountancy

University of Phoenix

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Olivia Jordan-Mitchell