Carrie (Panagakis) Bharucha

Experience

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  Hewitt Associates LLC

  Feb 1994 - May 1997

  Defined Contribution Administrative Specialist

  Defined Contribution Administrative Specialist • DC Client: Kraft Foods, Inc.• Performed monthly and daily 401k processing. Plan features include withdrawals, distributions, loans, contributions, and transfers/reallocations• Manipulated and edited data involved in processing• Balanced monthly valuations, payroll, and processing reports• Coordinated data and maintained client account files• Performed payment and transfer adjustments on account files• Communicated trades, payments, and adjustments to the Trustee of the client• Granted read and write access to client's payroll system to correct account file information• Served as primary resource to the client and TrusteeDefined Contribution Benefit Specialist • DC Client: General Dynamics • Counseled participants and processed transactions• Utilized analytical and research skills to solve problems and discrepancies Show less

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  ADP

  Jun 1997 - Aug 1998

  Defined Contribution Consultant

  Defined Contribution Consultant • Directly counseled clients as plan administrators regarding Compliance Testing: Minimum Coverage Test, Top Heavy Test, Annual Additions Test, and the ADP and ACP Test/Multiple Use (Aggregate Limit) Test• Directly counseled clients as plan administrators regarding IRS Filings: Form 5500/5500 C/R and 5558, Summary Annual Report, Form 1099-R, Summary Plan Description, Summary of Material Modification, Forms 5307/8717/Certification and Worksheets Schedule• Used analytical skills to research and rectify errors that occurred between recordkeeping, payroll, compliance, conversions, and the accounting department• Granted access to ADP’s Payroll system and OMNI as our recordkeeping system Show less

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  Affiliated Computer Services, Mellon Financial Services, PricewaterhouseCoopers (Co. Acquisitions)

  Sept 1998 - Sept 2007

  Project Manager/Technical Lead/ Defined Contribution Senior Consultant

  Project Manager/Technical Lead • December 2001– September 2007Affiliated Computer Services/Mellon Financial Services/ PricewaterhouseCoopers• Total Benefits Outsourcing (TBO) Clients: Morgan Stanley and Becton, Dickinson and Company• Defined Contribution (DC) Client: Solvay America Inc.• Lead Project Manager on two 401(k) plans and an Employer Stock Ownership Plan (ESOP)• Project managed the Implementation of a 401(k) Plan and a Non-Qualified Plan• Project managed the merging of two 401(k) plans, EGTRRA changes, implementation of Catch-up contributions, implementation of the Dividend Pass Through, adding fees to transfer/reallocation requests, and adding company stock fund and mutual fund restrictions • Consulted will client on client requests and IRS changes• Tested and project managed testing of new system/internet functionalities, system/internet enhancements and system/internet updates• Created client-specific test plans• Completed Compliance Testing. This includes the Annual Additions Test and the Actual Deferral Percentage (ADP) Test/Actual Contribution Percentage (ACP) Test• Daily contact with several internal departments: Health & Welfare, Defined Benefits, Systems, Communications, Development, and Client Services• Reviewed current processes and helped to identify problems and optimize efficiencies• Displayed quantitative and analytical skills through problem solving on a daily basisDefined Contribution Senior Consultant • July 2001 – November 2001Defined Contribution Consultant • September 1998 – June 2001 Show less

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  S&P Global

  Feb 2016 - Dec 2019

  Content Project Manager

  • Accountable for global projects with project teams in Asia, Europe and the Americas. • Accountable for customer & stakeholder management, defining project objectives, deliverables, schedule, organizing and motivating of project team(s), as well as issue resolution to ensure quality and on-time delivery. • Lead Project Manager (end-to-end project management) for Platts special reports, online and offline marketing deliverables and projects aimed at facilitating efficient and effective collaboration among S&P Global’s divisions (Platts, Ratings, Market Intelligence, Indices) and cross functional teams (pricing, editorial, analytics, marketing, communications, production, studios, sales). • Lead Project Manager (end-to-end project management) for the implementation of the Platts Japan Oil Price Assessments. Coordinated the methodologies, practices and procedures as well as implementation of the pricing system. Led remote multicultural teams (cross countries) and liaised with various other teams (business, technical, communications, etc.).• Improved content creation efficiency through the effective use of project management, policies, procedures and documentation. Show less

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  Change Et Al.

  Jun 2023 - now

  Project Manager

  Working on research and thought leadership around the gig economy and the future of work.