Experience

Columbian Financial Group

• Insurance
• 200 - 300 Employee

• Senior Actuarial Specialist

  • Oct 2017 - Present

  • Lead the implementation and review of actuarial values on a new insurance policy administration system • Train new employees on valuation processes and review their work • Lead the implementation and review of actuarial values on a new insurance policy administration system • Train new employees on valuation processes and review their work



BPAS

• United States
• Financial Services
• 100 - 200 Employee

• Senior Analyst

  • Jul 2016 - Sep 2017

  • Prepared pension valuation reports and government filings for clients. • Led numerous projects to increase reporting efficiency and reduce organizational risk • Built and updated report templates to improve data quality, reduce completion time of routine client reports, and adapt to changing regulatory requirements. • Rewrote plan and system documentation, valuation procedures, and best practices for the current regulatory environment. • Identified organizational risk due to knowledge silos and led cross training sessions. • Started a technical training and knowledge sharing program so that employees could use the systems and tools we had to their full potential. • Implemented an onboarding program for new employees that significantly increased employee engagement and decreased turnover.



Columbian Financial Group

• Insurance
• 200 - 300 Employee

• Actuarial Analyst

  • May 2005 - Jul 2016

  • Prepared and analyzed monthly valuation and financial reports for internal departments, third party administrators and reinsurers. • Automated valuation processes to significantly reduce the amount of effort needed to run procedures while increasing the accuracy and usefulness of the data. • Reviewed reinsurance administration that saved the company significant money. • Converted legacy valuation and cash flow modeling systems to newer systems. • Worked with stakeholders inside and outside the company to ensure reporting data was more timely, accurate, and useful. • Documentation kept up to date so new employee training was streamlined.