Francisco J. Llosa
Specialist, Retirement and Pension Fund @Organización De Los Estados Americanos
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WORK HISTORY
Specialist, Retirement and Pension Fund @Organización De Los Estados Americanos
Washington, DC, US
Conduct complex calculations and perform comprehensive data analysis to formulate a diverse array of retirement options tailored to individual Plan participants. • Execute a wide spectrum of projections designed to aid participants who are nearing retirement, offering strategic insight to facilitate well-informed choices for their post-affiliation life stage.• Compute the monetary value of repurchasing years of participation for Plan participants with prior affiliations, such as prior Plan participation or association with other plans or affiliated institutions.• Maintain meticulous retirement statistics and records, regularly reviewing participant and pensioner data to uphold the integrity of information.• Prepare comprehensive retirement benefits reports, contributing to strategic decision-making and transparency.• Facilitate seamless participant account liquidation for retirement benefits.• Act as the primary information channel for the Office of the Secretary/Treasurer, facilitating effective communication with diverse stakeholders, including participants, pensioners, beneficiaries, auditors, actuaries, lawyers, and other professionals.
EDUCATION
University of Georgia - Terry College of Business
Certificate, Financial Planning
Universidad Carlos III de Madrid
Master's degree, Financial Analysis
Lindenwood University
Bachelor of Science - BS, Business Economics
SKILLS
ABOUT FRANCISCO J. LLOSA
Experienced Retirement and Pension Fund Specialist with a background in Business…
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