Dan Marsh Email & Phone Number

Chicago, Il, Us

San Francisco, Ca, Us

Lead Actuarial Analytics team with the goal of refactor Embroker’s tech stack, semantic layers, and foundational data models.> Partner with Data Engineering Product Owner to build out/refactor data pipelines in support of core Financial, Actuarial, Accounting, & Operations functions> Support adhoc Financial & Actuarial analytics> Troubleshoot core system-to-system disconnects> Lead BI tool deployments> Build out foundational predictive modeling suite to support modernization of Actuarial Pricing & Reserving Assumption modeling

Chicago, Illinois, Us

Lead strategic initiatives to deliver & govern efficient cloud-based actuarial capabilities

Chicago, Illinois, Us

Led data scope, design, development, and test work streams in transitioning CNA’s operating TPA from CapGemini to Long Term Care Group (now Illumifin). Project team transitioned 228k policyholders and related ops, cash flows, reserves, and experience to LTCG within a calendar yearOversaw collaborative crossfunctional efforts to refine business processes to comply with new LDTI guidance, including the restatement of $20b portfolioDeveloped and taught innovative coding solutions, focused on modeling UX and processing efficiency

Chicago, Illinois, Us

Partnered with Head Actuary to develop new reserving methodologies and refine existing methodologiesOversaw project team pursuing the build out of valuation & reporting capabilities that comply with new FASB guidance on long duration contractsAnalyzed morbidity trends and actively managed claim reservesCollaborated with claim operations and experience studies to set 2021 financial budget expectationsDesigned analytic process automation solutions, focusing on algorithms, policy valuation, ledger integration, and financial reporting

Chicago, Illinois, Us

Built and transitioned CNA’s proprietary planning & forecasting system using Alteryx, SQL Developer/Toad, Excel/VBA, QlikView, Tableau, Workday, and Adaptive Insights to automatically: >Capture quantitative inputs >Execute financial and actuarial models >Flow outputs directly to interactive reporting >Analyze outputs >Score model variancesDesigned end-to-end reporting infrastructure for detailed financial & actuarial analysis, including: >Accident Year reserving & loss ratio walks >Acquisition expense and premium mix walks >Underwriting gain/loss peer benchmarking >IT projects and business cases >Lease location P&Ls >Branch underwriting performance >Reinsurance & ERM risk-adjusted profitabilitySynthesized P&L financial forecast commentary and performed AvE variance analysisRegularly explored new methodologies of data collection and analysis, enabling improved insights and new channels for influencing business decisions throughout the insurance value chain

Chicago, Illinois, Us

Conducted revenue, managed expense, and loss adjustment forecast processManaged the annual financial planning process, focusing on the input and review of P&L drivers Generated competitive equity analyses of both acquisition targets and out-of-scope incumbentsAutomated the creation, compression, and delivery of interactive big data reports using Alteryx, Oracle SQL, Workday, and QlikView, enabling the visualization and experience of impact metricsDelivered financial reports to inform management, in preparation for investor calls and board presentationsPrepared analyses for rating agenciesCompleted annual goodwill impairment analysis of CNA's prior acquisitions for external auditCoded enterprise data configuration to enable a guided-analytical experience for analysts across the organization

Hartford, Ct, Us

Strategic Initiatives & Business Development:Created business cases and fact-based analyses in support of recommendations to generate enterprise value.Supported the annual enterprise strategic planning process with the board of directors, owning presentations for the CEO, CFO, and President of Operations.Partnered with the VP of MM Industry Practices to model for market entry.Executed competitive analyses and compiled industry fact-bases for executive leadership. Individual Life Division - Separation Accounting:Managed separation accounting and IT processes affiliated with Hartford's reinsurance divestiture of its $8.4B Individual Life Division to Prudential Financial Inc., in cooperation with CSC as Hartford's future third-party administrator.Mapped, tested, and implemented ledger feed architecture for both Oracle (Prudential) and Peoplesoft (The Hartford) ledgers based on each company's reporting requirements, including SEC/External, Statutory Blue Book, Separate Accounts Green Book, Reinsurance, and GAAP Life & Accident Reporting.Prepared GAAP and STAT reporting for a $11M Deferred Compensation Fund, in cooperation with Wells Fargo Investment Management.Led Green Belt project in Group Benefits Division, automating reinsurance sponsor billing. Implemented Yellow Belt ledger translation projects.Developed combo-derivation rules and allocation specs in Hartford's Peoplesoft SQL-based ledger, automating reporting requirements.Designed & implemented IBM Cognos TM1 SQL-tool templates to automate the calculation of deferred acquisition costs on reinsured Life insurance business.Led as a co-ambassador to Accounting Controls for the United Way Annual Giving Campaign, raising $8,000 over budget.Co-created the The Hartford's Campus Case Competition 2015 cyber insurance case.Co-planned the 2015 FLDP Summer Internship program.

Chicago, Il, Us

Managed tax refund recovery project targeting use taxes on logistics supplies in cooperation with state auditors, logistics, procurement, accounting systems, and accounting policy. Estimated annual savings amounted to over $300,000, with actual terminal tax credit received of $14,260.Prepared and presented post-audit NPV/IRR analyses on projects over worth $250,000 to capital control executives.

Northbook, Il, Us