Senior Test Lead

• Jan 2022 - Present

Director

• Mar 2019 - Jan 2022

Oversee, analyze, understand and deliver the quarterly reporting process and results for GAAP and STAT of the Growth Annuity and Traditional Life valuation line of business. Supported the development and implementation of maintenance activities on PolySystems valuation system that included implementing new Fixed Indexed Annuity (FIA) and Fixed Annuity (FA) products and company initiative of reducing financial close timeline quarterly and yearly. Assisted in changes to the valuation process by… Show more Oversee, analyze, understand and deliver the quarterly reporting process and results for GAAP and STAT of the Growth Annuity and Traditional Life valuation line of business. Supported the development and implementation of maintenance activities on PolySystems valuation system that included implementing new Fixed Indexed Annuity (FIA) and Fixed Annuity (FA) products and company initiative of reducing financial close timeline quarterly and yearly. Assisted in changes to the valuation process by recommending automation in the GAAP valuation true up process which allowed for GAAP runs to move up in the cycle. Recommended changes that produced time savings in our financial close and allowed for delivery to Corporate Accounting team sooner by 3 days. Created new workbooks with VBA code which minimized completeness and accuracy risk, eliminated multiple spreadsheets/models from the process and many process hours. Responsible for validating and delivering Actuarial annual statement exhibits to Accounting in a shorter time frame given company initiative. Led initiative of insourcing the Actuarial annual statement exhibits for a couple acquired issuing companies with a goal in significant company expense reduction.

Senior Actuarial Analyst

• Jun 2016 - Mar 2019

Executed the quarterly valuation process for Growth Annuity team. Assisted with implementation of several process improvements such as gathering reserve balances from our valuation system to produce output in the manner Corporate Accounting required for proper booking to ledger. Tested implementation of the newly built inforce extracts for the Payout and Variable Annuity remediation efforts. Validated FIA and FA Tax Reform implementation into PolySystems and performed updates to analytics… Show more Executed the quarterly valuation process for Growth Annuity team. Assisted with implementation of several process improvements such as gathering reserve balances from our valuation system to produce output in the manner Corporate Accounting required for proper booking to ledger. Tested implementation of the newly built inforce extracts for the Payout and Variable Annuity remediation efforts. Validated FIA and FA Tax Reform implementation into PolySystems and performed updates to analytics workbook to ensure the tax balances are reviewed and understood by senior management. Produced and presented decks quarterly to Senior Management and external audit that explained the drivers in FIA and FA reserve balance movements. Collaborated with Corporate Actuarial in validating key balances within the FA inforce extract for proper FA cash flow testing by creating a workbook to prove the data manipulations and reconciliation warranted. Managed Actuarial interns in the creation of multiple spreadsheet workbooks for each line of business that allowed for streamlining the year end annual statement process.

Senior Business Analyst

• Sep 2011 - Jun 2016

Led team in analysis and evaluation of product/project specifications. Developed business and functionality specifications. Developed test strategy and test systems for functionality, accuracy, numerical accuracy, and adherence to specifications. Ensured systems integration, interface and regression testing was completed thoroughly. Gathered, analyzed and distributed to senior management on a weekly basis the quoting and illustration metrics. Worked with Actuarial and vendor to enhance rate… Show more Led team in analysis and evaluation of product/project specifications. Developed business and functionality specifications. Developed test strategy and test systems for functionality, accuracy, numerical accuracy, and adherence to specifications. Ensured systems integration, interface and regression testing was completed thoroughly. Gathered, analyzed and distributed to senior management on a weekly basis the quoting and illustration metrics. Worked with Actuarial and vendor to enhance rate setting and streamline the required monthly updates within illustration system.

University Assistant

• Jan 2008 - May 2009