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Timothy Caseria

@timothycaseria

Salesforce Administrator at The Retirement Planning Group who automated Financial Services Cloud workflows and integrated firm systems.

United States
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At Douglas County Young Life, I lead the Douglas County area and manage its operating budget, fundraising, and volunteer team. I also use Salesforce reports, dashboards, and campaigns to track donor, student, and volunteer engagement.

At The Retirement Planning Group, I administered Salesforce Financial Services Cloud, covering user access, Flow Builder automation, custom apps, and reporting. I built and maintained integrations with the firm’s SaaS platforms and custodial systems.

I took process improvement projects from build through sandbox testing and deployment, redesigning workflows to reduce manual effort across departments. I also onboarded employees and provided system training and technical support.

Earlier, as a Staff Auditor at the Office of the Missouri State Auditor, I researched prior findings, tested internal controls, and verified compliance with state law. I studied finance at the University of Kansas and have a Salesforce Certified Platform Administrator certification pending, expected November 2026.

Experience

Work history, roles, and key accomplishments

TG

Salesforce Administrator / Technology & Process Solutions Specialist

The Retirement Planning Group

Apr 2022 - Oct 2024 (2 years 6 months)

Administered Salesforce end to end, including user management, profiles, permission sets, sharing rules, Flow Builder automation, validation rules, Lightning record pages, custom apps, and reports and dashboards. Built and maintained integrations with SaaS platforms and custodial systems, and handled data migration with Data Loader.

OA

Staff Auditor

Office of the Missouri State Auditor

Sep 2021 - Apr 2022 (7 months)

Researched prior audit findings for state agencies, conducted internal control meetings with auditees, and performed sampling and testing of internal controls to verify compliance with state law. Coordinated with an audit team to complete review processes on schedule.

Education

Degrees, certifications, and relevant coursework

SA

Salesforce

Salesforce Certified Platform Administrator, Salesforce Administration

Expected to complete the Salesforce Certified Platform Administrator certification in November 2026.

UK

University of Kansas

Bachelor of Science in Business, Finance

2017 - 2021

Grade: 3.82

Activities and societies: KU Honor Roll all semesters; graduated with honors.

Earned a Bachelor of Science in Business with a major in Finance, graduating with honors and a cumulative GPA of 3.82.

Tech stack

Software and tools used professionally

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