Experience

• 

  Transamerica

  • United States
  • Financial Services
  • 700 & Above Employee

  • Senior Modeler, Investments & General Account ALM

    • Mar 2022 - Present

    - Analyze IFRS 9 expected credit loss (ECL) attribution results produced by Moody's ImpairmentStudio and other models- Collaborate with IFRS 9 project team to test ECL model changes and enhancements- Prepare and interpret projected credit loss results from proprietary credit loss model used for Solvency II reporting- Assist broader ALM team with other investment portfolio initiatives, including use of derivative programs to enhance risk/return profile

  • Lead Internal Auditor, Internal Audit

    • May 2021 - Mar 2022

    - Worked with staff and others on the engagement team to conduct audits in a manner that led to a positive client experience- Served as auditor-in-charge on several audits, which led to oversight of the day-to-day audit progress, alignment with engagement manager, and leading planning efforts- Gained critical risk and control skills and perspective by seeing processes in various parts of the business (finance, product line operations, etc.)

  • Supervisor, Tax

    • Mar 2020 - Apr 2021

    - Led a small team by reviewing journal entries, tax expense, deferred taxes, uncertain tax positions, and SOx controls to timely and accurately report tax results for IFRS purposes- Assisted in early phases of IFRS 17 implementation project by identifying tax impacts from the accounting change- Developed improvements for the effective tax rate and management reporting processes

  • Senior Financial Analyst, Investment Reporting

    • Mar 2018 - Mar 2020

    - Led a small team by reviewing journal entries, financial statement disclosures, and hedge accounting testing to timely and accurately report derivative results for Statutory and IFRS accounting principles- Created and executed a test plan for derivative software (Murex) upgrade- Analyzed quarterly derivative performance at the hedge program level within the context of broader financial market drivers- Conducted knowledge sharing sessions to expand skills and build bench depth on the team- Developed process improvement initiatives to simplify and streamline external derivative reporting deliverables

  • Intermediate Financial Analyst, Investment Reporting

    • Aug 2014 - Mar 2018

    - Prepared journal entries, financial statement disclosures, and hedge accounting testing to timely and accurately report derivative results for Statutory and IFRS accounting principles- Collaborated with internal consumers of hedge program data to ensure it met product line and management reporting needs- Reconcile derivative transactional and accounting activity between original source system and downstream systems (ledger and data warehouse)

  • Accountant I, Investment Reporting

    • May 2013 - Jul 2014

    - Completed test cases for implementation of new derivative software (Murex)- Prepared journal entries, financial statement disclosures, and hedge accounting testing to timely and accurately report derivative results for Statutory and IFRS accounting principles