Analyze PRT cases, execute proposals, and drive deal execution, partnering with cross-functional internal and external stakeholders to ensure end-to-end client needs are metFacilitate client requests, problem solve, and provide timely resolutionCoordinate the initial steps of the new client installation process to ensure client and plan participants have a seamless transition to Nationwide Maintain and deepen Nationwide’s ongoing relationships with PRT plan consultants/brokers/independent experts Research and prepare data-based insights on PRT market activity, broker, and competitor actions, and shifts due to changing economic/regulatory/societal conditionsDocument and summarize key findings and implications for leadership to advise on and facilitate any pivots in strategy or approach

Acted as primary liaison between clients and investment portfolio managers tomanage client goals in order to meet or exceed financial objectives andperformance results for portfolios. Monitored portfolio positions relative to client-based guidelines to maintain portfolio compliance with all internal and external regulatory requirements. Created and delivered presentations to key business partners and committees to assist with decision makingAdvised on daily cash flow forecasts to manage changes and potential issues and partnered with other business units to maximize the accuracy of cash flows. Defined and built processes to improve the efficiency of investment analysis and reporting. Updated and created reporting to identify activities impacting liquidity and asset/liability management.

Retrieved and manipulated complex actuarial-related data using various sources and systems while integrating new variables in the current processes. Analyzed, calculated, and set reserves for accident & health, life, and specialty insurance products. Maintained project work plans and prepared formal documentation of all results to assist with creating presentations regarding key findings and deliversubject matter expert testimony as needed. Collaborated with business unit leaders and leadership team about monthly financial results including trend and variance analysis. Prepared internal communication which effectively articulated technical concepts. Tested assumptions to determine the true experience of products and made recommendations for updates. Identified trends for loss reserving, product risk profile, claim payment patterns, loss ratio variances, and other characteristics to assess driving factorsin performance for capital management and P&L reports.

Interpreted complex plan documents to complete detailed benefit calculationsfor participants. Consulted on funding and accounting based valuation calculations forqualified and non-qualified defined benefit plans as well as for post-retirementmedical plans. Communicated the effects of constantly changing pension legislation as it mayapply to clients. Analyzed yearly funding and accounting valuation results to comparereasonableness to current year assumptions. Forecasted the financial status of clients’ funding and accounting results to ensure that the experience of the client's plans was within parameters oflong-term assumptions. Tested assumptions to determine the true experience of clients’ definedbenefit plans and consulted upon any recommendations. Created client deliverables to clearly communicate funding and accounting results and any changes necessary for compliance. Compiled and submitted annual government forms on behalf of clients to meet IRS requirements. Worked on special projects for multiple clients while adhering to the guidelines of a strict budget and timeline. Implemented process improvements that enhanced and automated client deliverables.

Completed manual pension calculations for large corporate clients withinthe budgeted time frame to meet deadlines and maintain compliance with the contractagreement. Trained and managed international associates’ pension calculations, maintaining compliance with client parameters and U.S. regulations.