Stephen Gibson
Philadelphia,PA
Summary
Project-focused business and analytics leader with 5+ years of experience driving cross-functional initiatives, process improvements, and technology implementations within highly regulated financial services environments. Proven ability to manage timelines, stakeholders, and deliverables while leading teams, mitigating risk, and improving operational efficiency. Strong background in Agile support, data-driven decision making, and executive communication.
Overview
5
5
years of professional experience
Work History
Total Rewards Analyst
Essential Utilities
Bryn Mawr, PA
01.2026 - Current
- Facilitate compensation reporting for annual discretionary bonuses and STI/LTI payments.
- Facilitate preparation of annual proxy documents to ensure compliance and transparency.
- Assist with processing benefits changes. Supported team members in understanding benefits options. Aided in the implementation of benefits updates.
- Assist retirees in gathering necessary retirement resources. Processed benefit information with vendors to facilitate smooth transitions. Supported retirees in understanding their retirement options.
- Oversee 401k process testing to ensure compliance with regulatory standards.
Business Analyst Team Lead
PCS Retirement
Philadelphia, PA
08.2023 - Current
- Lead and coordinate operational delivery for regulatory disclosures, investment communications, and reporting initiatives impacting over 32,000 retirement plans, consistently maintaining a 96–98% on-time delivery rate.
- Serve as project lead for recurring and ad-hoc initiatives by defining scope, timelines, dependencies, and success metrics across Analytics, Marketing, Compliance, Billing, and Sales teams.
- Spearheaded quality assurance and user acceptance testing for a cloud-based platform migration, managing testing plans, issue tracking, stakeholder sign-off, and final go-live approval.
- Partner directly with executive leadership to prioritize workstreams, remove blockers, and implement Agile-based process improvements.
- Automated recurring reporting workflows using SQL, reducing manual effort by 40 percent while improving accuracy and delivery speed.
- Created standardized documentation, SOPs, and onboarding materials, significantly improving new-hire ramp-up time and cross-team consistency.
Scheduling and Forecasting Associate
Vanguard / Infosys
Malvern, PA
11.2022 - 07.2023
- Managed workforce planning and forecasting initiatives, balancing staffing capacity, PTO, and demand using structured models.
- Built Power BI dashboards to track KPIs, timelines, and operational risks, improving leadership visibility and decision-making.
- Coordinated intake, prioritization, and resolution of scheduling adjustments to minimize service disruption.
Problem Resolution Associate
Vanguard / Infosys
Malvern, PA
03.2021 - 11.2022
- Owned complex, high-priority cases requiring coordination across multiple internal teams, ensuring timely resolution and accurate documentation.
- Acted as escalation point and mentor for new hires, supporting training, quality assurance, and knowledge transfer.
Education
Master of Science - Business Systems and Analytics
La Salle University
Bachelor of Business Administration - Marketing and Management
La Salle University
Skills
- Project Planning and Execution
- Stakeholder Management
- Cross-Functional Leadership
- Agile and Waterfall Support
- Risk and Issue Management
- Process Improvement
- KPI and Dashboard Reporting
- Change Management
- Documentation and SOP Development
TOOLS AND TECHNOLOGY
- JIRA
- Confluence
- SQL
- Excel
- Power BI
- Tableau
- Salesforce
- Python
- Relius
Timeline
Total Rewards Analyst
Essential Utilities
01.2026 - Current
Business Analyst Team Lead
PCS Retirement
08.2023 - Current
Scheduling and Forecasting Associate
Vanguard / Infosys
11.2022 - 07.2023
Problem Resolution Associate
Vanguard / Infosys
03.2021 - 11.2022
Master of Science - Business Systems and Analytics
La Salle University
Bachelor of Business Administration - Marketing and Management
La Salle University