Jaling Ulrey

Experience

• 

  Arizona Health Care Cost Containment System (AHCCCS)

  Jun 2013 - Aug 2013

  Summer Intern

   Customer service activities.  Processing of checks to customers. Excel spreadsheets of funding and budgeting. Reconciliation of bank checks.

• 

  Arizona Corporation Commission

  Jun 2014 - Aug 2014

  Financial & Regulatory Analysis Summer Intern

  Reviewed annual reports, sent letters if there were issues, and communicated directly with Water, Water-Sewer, and Sewer Companies.

• 

  Arizona Corporation Commission

  May 2015 - Aug 2015

  Financial & Regulatory Analysis Summer Intern

  Auditing financial reports, addressing compliance issues, following up with water/sewer companies to fix their financial annual reports, working on small water company's financials to require new rates if necessary, and creating better ways to improve the ACC's technology.

• 

  University of Arizona, Eller College of Management

  Jan 2016 - May 2016

  Administration Assistant

  Event planning, coordinating with community, working with a supervisor to ensure appropriate execution of workshops, attending weekly meetings to discuss results and progress, follow-up with attendees and analyze their responses to questionnaire, and other administration duties.

• 

  Vanguard

  May 2016 - now

  • Create and maintain daily reporting for Financial Advisor Services (FAS) • Create, update, and present staffing models for seven business areas within (FAS) • Ad-hoc reporting for business areas and consult recommendations for each business group• Trending and analysis on current processes to consult recommendations for efficiency gains• Problem solving business needs and reducing cost to the business by over $500,000.00• Support new IT initiates and migrations of system changes• Contact and analysis trending with internal audit • Creation and editing of policy and procedures to reduce risk of current processes• Subject Matter Expert for new crew on my team and others• Onboarding and offboarding of employees in the department• Received the Award for Excellence – only 4 employees can receive each year in the entire company Show less • Create daily reporting for Financial Advisor Services • Partner with processor owners to create policy and procedures for all Conn activities• Support of IT projects and communications management to the Mutual Fund Administration• Create and analyze staffing reports for Mutual Fund Administration (providing recommendations) • Update crew Aspect’s with specialty functions, Vanguard wide events, and daily activities• Serve as a resource to upper management of appropriate staffing and daily activities in order to have work completed in a timely manner• Systems used: Verint, Avaya. Workforce Management, Aspect, GAX, and Excel Show less

  • Resource Planning Analyst

    Nov 2021 - now

  • Resource Planning Administrator

    Dec 2019 - now

  • Resource Planning and Scheduling Associate

    Jun 2017 - Dec 2019

  • Process Associate

    May 2016 - Jun 2017