Alexandra Sonnenwirth
Director, Client Delivery at Club Vita- Claim this Profile
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English Native or bilingual proficiency
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French Native or bilingual proficiency
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Romanian Native or bilingual proficiency
Topline Score
Bio
Credentials
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APC
Canadian Institute of Actuaries -
Exam FM/2 - Financial Mathematics
Society of Actuaries -
Exam MFE/3F - Models for Financial Economics
Society of Actuaries -
Exam P/1 - Probability
Society of Actuaries -
FAP modules
Society of Actuaries -
Heart and Stroke Foundation Instructor
Heart and Stroke Foundation -
VEE - Applied Statistical Methods
Society of Actuaries -
VEE - Corporate Finance
Society of Actuaries -
VEE - Economics
Society of Actuaries
Experience
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Club Vita
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United Kingdom
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Financial Services
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1 - 100 Employee
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Director, Client Delivery
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Nov 2022 - Present
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LifeWorks
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Media Production
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1 - 100 Employee
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Senior Consultant, Investment & Risk
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Apr 2022 - Oct 2022
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Consultant, Investment and Risk
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Mar 2021 - Mar 2022
- National role in growth and innovation- Pension risk transfer specialist
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Mercer
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Portugal
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IT Services and IT Consulting
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Associate, Financial Strategy Group
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Nov 2019 - Feb 2021
- Part of Mercer's Financial Strategy Group with a focus on pension risk transfer activities - Developed strategies and marketing content to bring clients to market - Assessed client readiness and advised on product type - Created content for Mercer's quarterly pension risk transfer newsletter - Built internal tools and established new processes in order to improve quality and efficiency of client deliverables - Managed group annuity transactions from the planning phase, through monitoring and execution until closing: 1) Provided education sessions to key client decision makers in order to ensure proper due diligence and governance 2) Helped establish realistic client transaction triggers 3) Ensured the attainment of client objectives/triggers by working alongside all insurers in the group annuity market and leveraging their insights 4) Continued developing meaningful relationships with insurers in the group annuity market 5) Implemented group annuity deals post closing (including contract review) Show less
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Associate Consultant, Asset & Risk Management
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Apr 2019 - Oct 2019
Risk management- Worked on first billion dollar group annuity transaction in Canada- Experience with small to large size transactions ranging from $1M to $1B- Experience with regulatory clients- Experience with in-kind transfers- Experience with wind-up plans and on-going plans
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Senior Analyst, Retirement Consulting
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Apr 2018 - Mar 2019
- Held all responsibilities under previous position (in retirement solutions).- Joined the annuity purchase/ Risk transfer team at Morneau Shepell: - Helped bring to market insolvencies, wound-up plans, and plans ranging in size from $4M to $1B - Met client derisking goals and developed various strategies based on those goals - Built client education presentations and various internal training presentations - Helped streamline and document processes
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Actuarial Analyst, Retirement Consulting
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Mar 2017 - Mar 2018
- Collaborated in actuarial & accounting valuations (data analysis, gains and loss, actuarial assumptions and methods, solvency and funding ratios, report drafting, annuity purchase). - Performed various actuarial and administrative calculations (Buybacks, Transfers, SERP pension plans).- Prepared various reports and presentations for clients pertaining to: global compensation, pension plan projections for transitions from DB to DC, key legislative developments for pension committees, retirement planning workshops, funding policy.- Accounting specialist: - Calculated the Morneau Shepell monthly discount rate as per accounting standards on pension and other benefits; - Produced monthly expense projections; - Contributing editor in Morneau Shepell's monthly "News and Views" publication. - Closely monitored Morneau Shepell and Fiera spot rate curve. Show less
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Actuarial Analyst, Retirement Systems Implementation
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Aug 2015 - Mar 2017
- Implemented pension plans under various legislations - Specialized in divorce calculations and in flex benefits- Tested and monitored the configuration and development of the administration system, through test strategies such as benchmarking, negative testing and defect tracking.- Tested the configuration of benefit calculations, annual statements, web projections and Quality Assurance Modules. - Popularized calculation discrepancies and proposed solutions accordingly. - Created benefit calculation sheets for verification purposes in Excel for the following types of calculations: retirement, termination, death after retirement, divorce, transfer-in, retirement projections, flex benefits/optional ancillary benefits, supplemental retirement plans (SERP). - Performed data validations and reconciliations between client data and converted data.- Prepared user guides and reports for clients and plan actuaries according to their respective needs. Show less
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Education
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2011 - 2015
Université du Québec à Montréal
Bachelor of Applied Science (B.A.Sc.) -
2008 - 2010
Marianopolis College
Commerce and International Studies
Community
