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Sr. Financial Analyst

Accounting & Finance

•Lead quarterly forecasting and monthly close processes for operating expense, capital, and headcount
• Work with Business Partners to understand the drivers that affect the forecast, identify and interpret trends
• Creation of complex forecasting and close models, dashboard development and maintenance
• Collaborate with Capital Analyst to understand capital needs and depreciation forecast
•Work with Business Partners to understand and develop variance explanations between forecast and Close cycles
•Influence Business Partners to drive forecast changes that align to corporate target
•Perform ad-hoc analysis to identify opportunities/risks, or to develop efficiencies within business partner processes

•Assist Global Retirement team in the administration of the 401(k) Savings, Retirement Contribution, and Non-Qualified Executive Retirement Plans
•Sound execution of weekly, monthly, quarterly, and annual processes
•Technical acumen to tackle formatting and modeling for large data sets and develop automated procedures
•Analytical mind that has led the development and implementation of business process improvements
•Primary contributor to the improvement, development, and completion of the USERRA Project
•Processed large wires for participant contributions, loan repayments, and distributions
•Primary contributor taking over and shutting down predecessor 401(k) plans from Intel acquisitions
•Successfully completed the Altera NQDC annual distribution process without any fallout

Plan Consultant

•Administered 120 plan book of business which includes DB, 401k, Profit Sharing, 403(b), and Prevailing Wage plans
•Administered large and small plans, multi-employer and multiemployer, and Affiliated and Controlled Group arrangements
•Involved in on-going plan design to ensure plans meet or exceed retirement objectives
•Advised clients on specifications set forth in the Plan Document and ERISA law
•Collected demographic and trust information from business partners
•Forecasted and optimized employer contribution scenarios

•Administered 120 plan book of business which included DB, Profit Sharing, 401(k), 403(b), and Health & Welfare
•Served as day-to-day contact with CPA, broker, and carrier to ensure continued qualified status, communicate plan
goals, and periodically audit deductions versus incoming contributions to ensure accuracy
•Encouraged plan participation by supporting open enrollment process, communicating with benefits broker or carrier
to keep enrollment material on-hand, and promoting benefits and/or features of the plan to employees
•Collected relevant employee data and determined employee eligibility in order to perform HCE/Key, Top-Heavy, ADP/ACP, 410(b), and 401(a)4 non-discrimination testing
•Advised participants on distribution/loan regulations, calculated amounts, and processed paperwork
•Assisted with annual 401(k) audit and mid-year testing by ordering audit package and developing internal controls
•Filed Form 5500, 5500-EZ, 5500 SF as well as Form 945, 1096, and 1099-R

Sr. Plan Administrator

•Administered 200 plan book of business which included 401k, Profit Sharing, and Taft-Hartley plans
•Served as primary point of contact to client to assist in plan design, clarification of IRS and ERISA regulations,
employee questions, and on-going day-to-day administrative tasks
•Collected relevant employee data and determined employee eligibility in order to perform HCE/Key, Top-Heavy, ADP/ACP, 410(b), and 401(a)4 non-discrimination testing
•Drafted Adoption Agreements, Volume Submitter Plan Documents, and interim amendments

Pension Administrator

Find out detailed information about Robert Tell, Sr. Financial Analyst in Sacramento, CA

Robert Tell: Sr. Financial Analyst in Sacramento, CA

Robert Tell

California State University, Fullerton

California State University, Long Beach