Iris Carvalho
About Iris Carvalho
Iris Carvalho is a Reconciliation Analyst at Transamerica Retirement Solutions, where she has worked for 38 years. She holds a Bachelor's degree in Business Administration and Management from Mercy College and possesses extensive knowledge in accounting operations and retirement plan management.
Work at Transamerica
Iris Carvalho has been employed at Transamerica Retirement Solutions since 1986, serving as a Reconciliation Analyst. With 38 years of experience in this role, she operates from Westchester County, New York. Her responsibilities include managing and analyzing various retirement plans, which encompass 401k, 403b, money purchase profit sharing, 457, and defined benefit plans. Iris's long tenure at Transamerica highlights her commitment and expertise in the retirement solutions sector.
Education and Expertise
Iris Carvalho earned her Bachelor's degree in Business Administration and Management from Mercy College. Her educational background provides her with a solid foundation in accounting operations. Iris possesses broad knowledge in this field, which complements her extensive experience in retirement plan management. This combination of education and practical experience equips her with the skills necessary to excel in her role.
Background
Iris Carvalho has developed a strong professional background in accounting and retirement plan management. Her career spans over three decades at Transamerica, where she has honed her skills in reconciliation and analysis. Iris's experience includes evaluating existing systems and recommending corrective actions, demonstrating her analytical capabilities. She has also shown proficiency in working both independently and collaboratively within teams.
Achievements
Throughout her career, Iris Carvalho has exhibited excellent communication and interpersonal skills, enabling her to effectively engage with individuals at all levels within the organization. Her strong analytical skills have contributed to her success in evaluating systems and implementing necessary improvements. Iris's proven track record of working effectively in both independent and team settings underscores her adaptability and commitment to her role as a Reconciliation Analyst.