Benjamin Capka
Catonsville
Summary
Analytical and detail-oriented retirement benefits and HR support professional with hands-on experience preparing retirement benefit estimates, coordinating DROP rollovers, validating plan data, and advising participants on retirement options and requirements. Advanced Excel and SQL user with a strong background in financial analysis, reporting, and process improvement. Proven ability to explain complex retirement provisions clearly, manage high-volume participant requests, and support accurate, compliant retirement plan administration.
Overview
7
7
years of professional experience
Work History
Lead Pricing Analyst
Ticket Nation Corp
03.2025 - Current
- Manage pricing and analytical strategy for a $50M ticket inventory portfolio using SQL and advanced Excel models
- Build forecasting and scenario models supporting data-driven financial decisions
- Develop automated dashboards and reports for operational and executive review
- Present analytical findings and recommendations to management
- Train and mentor analysts on KPI tracking and workflow automation
Client Service Specialist
Retirement and Investment Group
03.2024 - 03.2025
- Prepared and reviewed retirement benefit estimates including normal, early, disability, and DROP scenarios
- Coordinated DROP rollovers from request through completion with accuracy and deadline compliance
- Met one-on-one with active and retired participants to explain retirement options and documentation requirements
- Researched plan provisions and validated calculation inputs to ensure estimate accuracy
- Maintained and audited retirement plan and CRM data to improve reporting reliability
- Built Excel projection tools for benefit estimates and distribution scenario comparisons
- Managed a portfolio of 500 participants across multiple retirement plan types
Golf Shop Manager
Rolling Road Golf Club
04.2022 - 03.2024
- Led revenue forecasting and inventory analytics using Excel-based models
- Created executive dashboards for board-level sales and vendor reporting
- Improved annual revenue through data-driven pricing and product mix decisions
- Negotiated vendor agreements and tracked financial performance metrics
Golf Shop Assistant Manager
Rolling Road Golf Club
08.2019 - 04.2022
- Analyzed membership and purchasing trends to guide staffing and inventory decisions
- Supported marketing initiatives contributing to significant membership growth
- Developed staff training and performance tracking processes
Education
Bachelor of Science - Financial Economics
University of Maryland, Baltimore County
Baltimore, MD05-2023
Skills
- Retirement Plan & Benefit Administration
- Participant Counseling & Education
- Advanced Excel (Formulas, PivotTables, Power Query, Modeling)
- SQL Reporting & Data Validation
- Data Analysis & Reconciliation
- CRM & Database Management
- Process Improvement & Workflow Documentation
- Report & Dashboard Development
Timeline
Lead Pricing Analyst
Ticket Nation Corp
03.2025 - Current
Client Service Specialist
Retirement and Investment Group
03.2024 - 03.2025
Golf Shop Manager
Rolling Road Golf Club
04.2022 - 03.2024
Golf Shop Assistant Manager
Rolling Road Golf Club
08.2019 - 04.2022
Bachelor of Science - Financial Economics
University of Maryland, Baltimore County