Daniel Kim Email & Phone Number

Seattle, WA, US

San Jose, California, United States

Chicago, Illinois, United States

Develop and implement innovative business strategies and perform financial modeling based on balance sheet, income statement, and P&L statement to provide data-driven insights. Recognize and capitalize on synergies to optimize client value throughout deals.

Chicago, Illinois, United States

Provide strategic insights to support clients' decision-making by leveraging actuarial modeling to identify risk and analyze data. Improved data governance for future states by performing risk analyses of existing state processes and sharing outcomes with clients' executives.

Chicago, Illinois, United States

• Track and optimize budget and resources of multiple quarterly projects to increase profit by 40% through increased offshore resource usage; successfully delivered results on-time
• Lead projects, collaborating with client cross-functional teams and defining goals and objectives; received special recognition from the client in a client’s company-wide e-mail
• Analyze and communicate risk of current state process to clients’ executive management and strategize future state to improve data governance
• Facilitate daily and weekly internal and client team meetings of fast paced projects and audits with U.S. and India resources to deliver results on time and report updates to project management

Chicago, Illinois

• Identified actuarial findings related to GAAP and statutory accounting guidelines and authored audit memorandums of large life insurance companies
• Performed reconciliation of life insurance reserves to validate clients’ actuarial models in Excel
• Prevented misstatement of life insurance reserves by assisting in actuarial model validation to find critical errors within the model
• Developed actuarial forecast modeling and projections work process by leveraging Alteryx and SQL to replace Excel usage for big data analysis, improving projection run-time by 90%

Chicago

• Provide actuarial knowledge and support for Agile and Waterfall methods of life insurance Day 2 IT projects.
• Discuss with senior management and project managers on project status.
• Representative for business to make decisions regarding administration system calculations.
• Mentor and delegate work to three junior analysts with consistently high quality results.
• Implement enhancements and new functionalities to actuarial test spreadsheets.

Chicago

• Trained eight new hires (in a team of approximately 20) on spreadsheets and systems.
• Reviewed contractors’ work to ensure quality, maintained 98% accuracy.
• Initiated new processes such as creating new hire training manual to improve efficiency.
• Assessed contractors’ work quality and advised AVP on work status.
• Obtained full-time position in just over four months from contractor.

Chicago, IL

Manual calculations for universal and indexed universal life insurance policies Calculate values such as surrender value, loan balance, 7 pay, maximum partial, taxable gain Calculate policy changes such as specified amounts, table rating change, riders, death benefit Generate reports such as statement of account, in force illustration, grace letter

Bachelor Of Science - Bs, Aerospace, Aeronautical And Astronautical Engineering

Bachelor Of Science, Aeronautical And Aerospace Engineering