Tina Mukasa Business Analyst

Business Systems Analyst

Bridgeway Benefit Technologies

Apr 2023 - Jun 2024 (1 year 3 months)

• Analyzed and evaluated stakeholder needs and oversaw quality assurance testing to ensure seamless product functionality • Traveled and engaged directly with customers to facilitate the implementation, configuration, testing, and training of Bridgeways software suite • Effectively prioritized and executed 20 projects/per agile lifecycle, including audit files and module installations • Provided advanced support of existing and new implementations, including troubleshooting, upgrade testing and documentation.

Auditor

Amazon

Jul 2022 - Apr 2023 (10 months)

• Audited the efficiency of business processes by assessing and analyzing inventory for destination accuracy • Data results were reported via a sales intelligence and engagement platform called Apollo • Supported compliance with regulatory and quality standards through well-executed audits. • Coached new team members on general audit process, technology and department operations.

Member Services Associate

THE CULTURAL INSTITUTIONS RETIREMENT SYSTEM

Mar 2020 - Apr 2022 (2 years 2 months)

Multi-faceted role anchored by maintaining data integrity, ensuring the compliance of participating employers with plan • rules and regulatory guidelines • Performing quality control checks to monitor data reasonability and taking lead of annual data projects such as actuarial valuation, employee benefit statements analysis and employer census verification.

Retirement Consultant

Ascensus

Mar 2019 - Mar 2020 (1 year 1 month)

• Managed over 200 plans with a maximum of $2 million in assets, daily duties included providing clear and concise communication regarding services, execution, and resolution throughout the service cycle to Plan Administrators and Financial Advisors via inbound/outbound calls and emails • Provided coaching and mentoring sessions to new associates. • Recommended changes to existing plans based on changing circumstances or market conditions.

V

Executive Services Retirement Plan Specialist

Vanguard Group Holdings

Feb 2014 - Dec 2018 (4 years 11 months)

• Managed inbound calls for high net-worth clients and maintained client and operational service for over $300 million in assets • Performed clerical and financial transactions such as placing trades, rebalancing based on financial needs and risk tolerance, interpreting investment performance, and providing retirement income projections via Financial Engines. • Guided customers through pension planning and setting up trusts and living wills.

Tina Mukasa

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