401(k) Plan Administrator | Business Analyst
Cavite
I am a results-driven Retirement Plan Administrator and Business Analyst with over 10 years of professional experience supporting U.S. and international organizations in retirement plan administration, business analysis, financial operations, project coordination, and client services. Currently, I specialize in administering 401(k) retirement plans, ensuring compliance with IRS and ERISA regulations, preparing Form 5500 filings, conducting plan testing, reviewing plan documents, reconciling retirement plan data, and providing exceptional support to clients throughout the plan year. I am experienced in working with platforms such as Relius, FT Williams, Salesforce, SharePoint, Microsoft Office, and various retirement plan administration tools. Prior to my current role, I served as a Senior Business Analyst where I led process improvement initiatives, gathered business requirements, optimized workflows, mentored team members, and collaborated with stakeholders to deliver efficient, technology-driven solutions. My diverse background also includes accounts administration, accounts receivable, insurance claims, banking implementation, customer service, and operations management, giving me a well-rounded understanding of business processes across multiple industries. I am recognized for my strong analytical thinking, attention to detail, problem-solving abilities, and effective communication skills. I excel in remote work environments, take ownership of my responsibilities, and consistently deliver accurate, high-quality results while meeting deadlines. I am seeking remote opportunities where I can contribute my expertise in retirement plan administration, business analysis, operations, compliance, project coordination, or client success while helping organizations improve efficiency and achieve their business goals.
DOXA7 SOLUTIONS INC, full_time
Apr 2024 to Present
Administer 401(k) retirement plans by conducting compliance testing, preparing Form 5500 filings, reviewing plan documents, reconciling contributions, and providing client support. Proficient in Microsoft Office, Excel, Microsoft Teams, Salesforce, SharePoint, FT Williams, Relius, TalentLMS, and ShareFile.
FREELANCING, freelance
Feb 2024 to Apr 2024
RAYA SOLUTIONS, contract
Sep 2023 to Jan 2024
Led business analysis and process improvement initiatives by gathering business requirements, optimizing workflows, managing projects, mentoring junior analysts, and collaborating with stakeholders to deliver strategic solutions. Proficient in ERPNext, Jira, Microsoft Dynamics 365, Trello, NetSuite, QuickBooks Online (QBO), and Microsoft Office Suite.
OUTSOURCED, full_time
Dec 2022 to Aug 2023
Supported 401(k) retirement plan administration by preparing and amending plan documents, conducting nondiscrimination testing, processing distributions and loans, preparing IRS and DOL filings, and assisting clients with plan-related inquiries. Proficient in PensionPro, Datair, EFAST, IRS systems, Insurance Provider portals, and Microsoft Office Suite.
FRESH PRINTS (COMMON LIVING), contract
Dec 2021 to Feb 2023
Managed accounts receivable by reconciling balances, monitoring aging reports, collecting overdue payments, collaborating with Real Estate and Legal teams to resolve delinquent accounts, and recommending bad debt provisions. Proficient in NetSuite, Entrata, Salesforce, Slack, and Microsoft Office Suite.
SYNCHRONY FINANCIAL, full_time
Aug 2020 to Dec 2021
INSURANCE CLAIMS CONSULTANT, full_time
Jul 2019 to Jul 2020
Managed insurance claims by assessing coverage, negotiating settlements, resolving customer inquiries, and ensuring timely, accurate case processing while meeting SLA and quality standards. Proficient in Microsoft Office Suite and dedicated insurance claims systems.
ALLHOME, full_time
Apr 2018 to Jun 2019
Supervised daily store operations, managed staff schedules, drove sales growth, delivered consultative customer service, and ensured efficient store opening, closing, and transaction approvals. Proficient in SAP, POS systems, Google Workspace, and Viber.
ABENSON, full_time
Jan 2017 to Apr 2018
Provided retail and corporate customer support by resolving inquiries, processing payments and returns, achieving sales targets, managing store operations, and delivering product recommendations. Proficient in SAP, POS systems, Google Workspace, and Viber.
SECURITY BANK, full_time
Mar 2015 to Sep 2016
Implemented customized banking software solutions by configuring systems, managing data workflows, conducting client training, and providing implementation support and technical guidance throughout deployment. Proficient in DigiBanker, Microsoft Office Suite, Google Workspace, Viber, and dedicated implementation tools.
METROBANK CARD, contract
May 2014 to Feb 2015
Delivered exceptional customer service by resolving inquiries, managing account requests, documenting customer interactions, and ensuring timely issue resolution while adhering to company policies and service standards. Proficient in CardPack, CRM systems, and Microsoft Office Suite.