Oversee the actuarial integrity of Lynchval products, maintaining compliance with US pension law and FASB requirements. Lead role in planning the development processes on all Lynchval products including validation of coding modifications. Work with off-shore and on-shore developers to maintain the accuracy and efficiency of software as well as the professional look and feel of the end products (software interface and reports generated).

Contract assignment for Aon-Hewitt.Assist with development of Excel workbook to back-check DB Administration system for very large client with multiple plans.Implement optional forms calculations, early and late retirement adjustments and relative values using first principles coding in visual basic (VBA).Work with plan documents to build service tables using hours counting rules, determine eligibility for plan entry, vesting and retirement. Handle historical plan changes and transfers between plans. Accumulate cash balances with conversions. Handle excess plans for traditional and cash balance plans.Worked directly with Aon-Hewitt to correct their system defects using Maestro and JIRA issue management systems.

Coordinated workflow through outsourcing partner in India to perform pension and OPEB valuations.Peer reviewed work for IRS funding, FAS expense and disclosure.Peer reviewed special projects including Funding Relief (PRA 2010).Performed pension and OPEB valuations for on-shore only clients.Mentored new associates and interns.

Oversaw conversion of pension valuations and OPEB valuations to PROVAL.Trained by WinTech staff to train users on PROVAL.Taught staff in Bangalore India to use PROVAL for OPEB and pension valuations.Converted OPEB valuations to PROVAL for on-shore only clients.Coordinated work-flow with and checked results from off-shore analysts doing most of the conversion work.

Project Manager and lead developer on in-house pension and OPEB valuation system.Enhanced the A&A valuation system after acquisition by Aon to include capabilities of systems in-use at that time by Aon actuaries.This system supported the valuation business of over 1800 pension plans and 900 post-retirement medical plans.Implemented benefit forms for international plans including Finland, Mexico, Netherlands, Kenya and Belgium.Implemented new valuation methods to use first principles techniques including variable interest rates (yield curves) and changing inflation patterns as well as generational mortality tables.Implemented PPA 2006.Added cash balance and PEP modules.Worked closely with Chief Actuary to maintain standards of practice.Provided user support for over a hundred actuarial analysts.

Project Manager and lead developer of Actuarial Reporting Tool. This started as an Excel workbook but migrated into an Access Database with Access user interface.This tool produced report ready exhibits for all IRS funding exhibits including FSA, 412 and 415 bases, AAV, MV Reconciliation, OBRA, RPA, minimum and maximum funding requirements and FASB-87 expense requirements. Seamlessly integrated with the valuation system to improve accuracy and minimize errors.

Project Manager and lead developer on personalized retirement planning tool.Designed the user interface in Visual Basic and connected the FORTRAN calculation/simulation engine to the interface. This tool was used by employees of clients to perform what-ifs on their savings plans to improve investment selections/diversifications, and to adjust savings amounts to achieve retirement income and timing goals.

Project Manager and lead developer on in-house pension and OPEB valuation system.Designed and coded the OPEB valuation system. Tested, documented, wrote manuals for and trained more than 100 analysts to use the system.Met with several Fortune 500 companies to demonstrate the capabilities of the system.

Lead software developer for in-house pension valuation system.Developed and implemented coding standards and updated FORTRAN code to 1987 standard.Migrated software from mainframe computers to mini-computers to personal computers.Saved A&A more than $1,000,000 per year in computer costs for each of those steps.Work with PC FORTRAN vendor (Lahey) to improve efficiency of compilation and object linking.

Data Analysis and ScrubbingPension ValuationsIRS Funding CalculationsEmployee Statements