Gender

Male

Location

New Freedom, PA

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Risk Management Analyst T. Rowe Price Public Company; TROW; Investment Management industry August 2010 – Present (1 year 1 month) My current job function touches several aspects of risk management, internal controls and audits. I manage the publication and external audit of the SAS70/SSAE16 for our Defined Benefit group. This includes writing narratives, consulting for controls and liaising with external auditors. I helped create a new reporting process which aids our plan sponsors and plan auditors to comply with the new 5500 Schedule C requirements around indirect compensation. I am leveraging my experience working with Plan Accounting Reports to overhaul that process which is a mission critical task for a pending system upgrade. This includes researching and recommending alternatives, producing formal requirements and liaising with internal groups and external vendors. I composed the business plan for a contingency trading operation in conjunction with a business continuity situation. This was implemented successfully during a recent exercise. Retirement Plan Control Specialist T. Rowe Price Public Company; TROW; Investment Management industry September 2008 – August 2010 (2 years) My main function was leading the Plan Accounting Report Team. My responsibilities included processing and quality checking Plan Accounting Reports. During the 2009-2010 Busy Season, I "touched" over 50% of all plans that we service with assets totaling over $60,000,000,000 ($60Billion). In addition, I developed and trained formal classes, conducted one-on-one mentoring and created job aids. I also developed and implemented a number of process improvements which eliminated overtime and reduce completion times by 18% in 2009-2010. Retirement Plan Control Representative T. Rowe Price Public Company; TROW; Investment Management industry July 2007 – September 2008 (1 year 3 months) My responsibilities touched a variety of control functions. My greatest accomplishment was earning "Rookie of the Year" for my contributions to the Plan Accounting Report process. Because of my accomplishments, I was invited to be one of two founding members of the dedicated Plan Accounting Report Team. I was involved in processing a variety of simple, intermediate and complex accounting adjustments at a participant level. Some of these required extensive calculations and the reconstruction of participant data over the course of several years. Cash reconciliation was another of my job functions. I was tasked with researching aging cash items and liaising with multiple departments to resolve the issues. Customer Service Representative with Lending Fulton Financial Corporation Public Company; FULT; Banking industry June 2005 – June 2007 (2 years 1 month) My responsibilities included both head teller and lending officer responsibilities. I became a subject matter expert for complicated general ledger reconciliation and acted a resource for my division. This included working through a series of new procedures that came from the implementation of SOXA. I helped complete the BICC (Branch Internal Controls Certification), an audit document. I routinely audited tellers, the ATM and the Vault.

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