REBEKAH POZEN
Wauconda,IL
Summary
Systematic Project Manager with more than 10 years working in cross-functional environments. Bringing exceptional written and oral communication skills paired with expertise in financial analysis and project coordination. Dedicated to offering locally relevant oversight and management techniques.
Overview
20
20
years of professional experience
Work History
Analyst
FINDLEY
Schaumburg, IL
09.2018 - 06.2019
- Interpreted complex benefit plan provisions related to vesting schedules, contribution limits, eligibility rules.
- Resolved any discrepancies between retirement plan records and payroll system records.
- Reviewed participant data to identify errors in contributions or benefits due.
- Provided technical assistance to clients regarding questions about their individual retirement accounts or pension plans.
- Responded promptly and accurately to inquiries from participants regarding their individual retirement accounts or pension plans.
- Ensured all required documentation was collected prior to initiating any transaction involving an employee's account balance or benefit payments.
Furniture Sales Associate
CRATE AND BARREL
Deer Park, IL
10.2016 - 09.2018
- Greeted customers and offered to assist with showroom navigation and selecting products.
- Helped customers increase purchasing power through store financing options.
- Completed sales transactions quickly and accurately while ensuring customer satisfaction.
- Assisted teammates and mentored new employees to deliver top-tier customer experiences.
Associate Buyer-Spring & Summer Toys
SEARS HOLDINGS
Hoffman Estates, IL
12.2009 - 07.2010
- Spent time negotiating with suppliers regarding materials and products to obtain best pricing.
- Communicated closely and effectively with all partners, including vendors, merchants and distribution center, helping to achieve well-timed product deliveries.
- Toured vendor sites to better understand product costs and meet and establish partnerships.
- Determined reasonable prices for goods by evaluating pricing proposals and financial reports.
- Negotiated prices, discount terms and transportation arrangements with suppliers.
- Analyzed buying trends at each store location to identify appropriate mix of inventory items for top-tier sales.
Associate Buyer-Infant Preschool Toys
SEARS HOLDINGS
Hoffman Estates, IL
05.2008 - 01.2010
- Manage merchandise assortments for Sears and Kmart retail stores. Vendor relationships including: Disney, Fisher Price, Leap Frog, Little Tykes and Vtech
- Analyzed and forecasted sales data for trends to drive improved performance
- Monitored challenges and opportunities to drive sales, decrease inventory costs
- Worked with in-store marketing to develop signage and optimal store real estate
- Obtained samples and direction to advertising agency for proofing.
- Spent time negotiating with suppliers regarding materials and products to obtain best pricing.
- Examined, selected and purchased merchandise consistent with specification requirements.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Disseminated in-depth reports on sales, orders and costs to appropriate internal personnel on regular basis.
Associate Buyer-Seasonal Toy Shops
SEARS HOLDINGS
Hoffman Estates, IL
05.2006 - 05.2008
- Seasonal Toy Shops
- Provided assistance to [Job title] by keeping close eye on inventory levels.
- Analyzed buying trends at each store location to identify appropriate mix of inventory items for top-tier sales.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
- Supported toy team buyers to execute seasonal Toys Shops in select Sears retail stores
- Managed Sears toy assortment plan
- Lead other associate buyers on general processes including setting up products in Sears systems
- Created advertising plans, coordinated with the agency to proof prints/provide content.
Benefits Operations Manager
HEWITT ASSOCIATES
Lincolnshire, IL
09.2004 - 03.2006
- Manage daily operations resulting in high quality service for clients and defined benefit plan participants
- Supported clients including: Andersen, Accenture, Daimler Chrysler, DuPont, Kimberly-Clark, Rexam, and Solutia
- Lead implementation projects including defining client requirements, developing project plan, managing team and ensuring smooth transition into production
- Leverages resources to generate results by delegating to meet deliverables, monitoring associates performance and mentoring their career development
- Increase accuracy of calculation testing to 100% and decrease man hours by 50-75% by training team on software tool
- Coaches/Trains Benefit Analysts on prioritizing workload to provide high quality service and research meeting contractual agreements
- Client liaison in obtaining requirements and directing technical team to translate for pension system
- Resolve client pension issues increasing quality and client satisfaction.
- Conducted scheduled audits of benefit plans and SLAs in order to identify areas in need of improvement.
- Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
Business Analyst
HEWITT ASSOCIATES
Lincolnshire, IL
09.2000 - 09.2004
- Enhanced the quality of the Defined Benefit system exceeding client expectations
- Developed project plan, led other associates and managed documentation
- Optimized functionality of software tool to reduce cost by 20% and improve efficiencies by scheduling overnight processing
- Refine client plan requirements through gap analysis and best practice procedures
- Introduced formalized regression test plans for monthly quality review
- Led formalized training of new procedures with customer service and plan management team
- Coached associates on daily basis by assisting with test plan creation, requirement comprehension and priorities.
Relationship Manager
GATEWAY SYSTEMS
Barrington, IL
01.1999 - 01.2000
- Supported Treasury Software 16 bit applications for major clients including: Comcast Corporation (Vermont), Brenton
- Bank (Des Moines), and Loves Country Stores (Oklahoma)
- Interfaced with client management and users, and Gateway Systems Technical Services and management, to ascertain client needs and resolve problems
- Created Fund Transfer dialogs to be run through the Gateway Treasury Workstation
- Resolved client issues through replicating problems and training users in application
- Customized client software for testing and delivery
- Conducted sessions to identify problems, procedures, and modifications needed to ensure quality.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
- Provided information on technology resources to improve client financial well-being.
- Established strong client relationships to drive business development.
- Worked closely with team members to deliver project requirements, develop solutions and meet deadlines.
- Prioritized and organized tasks to efficiently accomplish service goals.
Education
Bachelor of Science - Finance
NORTHERN ILLINOIS UNIVERSITY
08.1999
Skills
- Adaptable and Flexible
- Detail-Oriented
- Team Leadership
- Retail Merchandising
- Strong Communication and Interpersonal Skills
- Building Customer Relationships and Loyalty
- Excellent Written and Verbal Communication
- Systems Implementation
- Project Management
- Productivity Improvement
Timeline
Analyst
FINDLEY
09.2018 - 06.2019
Furniture Sales Associate
CRATE AND BARREL
10.2016 - 09.2018
Associate Buyer-Spring & Summer Toys
SEARS HOLDINGS
12.2009 - 07.2010
Associate Buyer-Infant Preschool Toys
SEARS HOLDINGS
05.2008 - 01.2010
Associate Buyer-Seasonal Toy Shops
SEARS HOLDINGS
05.2006 - 05.2008
Benefits Operations Manager
HEWITT ASSOCIATES
09.2004 - 03.2006
Business Analyst
HEWITT ASSOCIATES
09.2000 - 09.2004
Relationship Manager
GATEWAY SYSTEMS
01.1999 - 01.2000
Bachelor of Science - Finance
NORTHERN ILLINOIS UNIVERSITY
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