David Ramthun Email & Phone Number

San Antonio, Texas, Us

Radnor, Pa, Us

Radnor, Pa, Us

Radnor, Pa, Us

As Head of Financial Management for Lincoln's Life Insurance business, I led a team of talented strategic business partners across financial strategy and analysis, planning and budgeting, expense management, in-force management, data analytics and transformation, market intelligence, actuarial modeling and insights, reinsurance management, risk management, and governance.

Radnor, Pa, Us

As Vice President of Data Analytics and Strategy, I provided leadership for business strategy, drove strategic transformation, and leveraged data analytics capabilities to drive profitable growth. My purpose was to support and advance Finance, the Life business, and the enterprise through technology and data. Following the successful delivery of a 30%+ ROI for our first phase of strategic transformation, I developed a business case and executive support to drive reporting, analytics, and automation across the Life business. This marked the launch of the second phase of strategic transformation in 2019 – the Life Evolution program. Simultaneously, I guided the enterprise to start executing on our roadmap across other major business lines. I also championed a new holistic profitability framework – influencing our business strategy – to educate and align actions to optimize our product portfolio. Finally, I established an enterprise-grade data governance, business intelligence, and data science organization – leading the way in our talent and culture transformation as we continue to streamline critical finance functions to create capacity for more pivotal strategic business partnership.

Radnor, Pa, Us

As Vice President of Financial Management and Strategy, I provided leadership for business strategy, financial planning and analysis, risk management, accounting, and governance/controls. My purpose was to enhance critical Finance functions while realigning myself to advance the organization. I influenced and executed on industry-leading efforts to significantly improve the profitability of our existing book of business. Additionally, I created the vision, aligned organizational support, and delivered a comprehensive $30M+ multi-year strategic transformation program – Finance Modernization. I successfully pivoted the program to become a key piece of our enterprise Digital efforts, solidifying and delivering our enterprise data strategy with a new cloud-based big data platform – branded LifeIQ. Furthermore, I launched a new enterprise-grade collaborative execution platform, reinsurance administration system, and fully integrated driver-based planning and analysis toolset. Finally, I brokered what was deemed by executive-level leadership as a “profound” reorganization to realign Finance to capitalize on these new assets.

Radnor, Pa, Us

As Assistant Vice President of Finance and Risk Management, I provided leadership for financial planning and analysis, supplier relationship management, risk management, accounting, and governance/controls. My purpose was to integrate and stabilize several teams into our organization. I greatly improved financial analysis, planning, and guidance to proactively drive confident business actions – educating executive leadership on key drivers and providing actionable recommendations to improve profitability. I also deployed M&A techniques to guide the financial analysis, strategy, and messaging for a $500M reinsurance recapture. Simultaneously, I established a new operating model and cloud-based team workbench to enhance relationship management for our underwriting medical vendors – negotiating cost reductions and optimizing business mix to create capacity for strategic reinvestment. Finally, I assembled a collaborative committee, action plan, and executive support for an enterprise-wide recruiting education series – greatly improving our ability to attract, assess, and acquire diverse talent.

Radnor, Pa, Us

Area: Traditional Life Valuation, Life Financial Management & Strategy - Enhanced leadership skills by leading a productive team of 5-7 actuaries/accountants - Improved quarterly analysis and communication of traditional life results - Developed innovative reinsurance analysis - Drove initial development of statutory statement of earnings analysis - Lead annual assumption review exercise for all life products - Coordinated internal and external audits for all life products - Cultivated strong internal and external relationships - Built strong understanding of tactical and strategic vendor management responsibilities

Radnor, Pa, Us

Area: Interest Sensitive Life Valuation - Enhanced management skills by leading a productive team of 3-5 actuaries - Worked closely with finance to analyze and present quarterly earnings - Developed innovative intangible analysis and executive presentations - Participated in captive discussions and implemented resulting reserving changes - Developed business requirements and SOP03-1 reserve methodology for MGUL GAAP modeling - Broadened team’s understanding of actuarial concepts through frequent breakout sessions

Radnor, Pa, Us

Area: Variable Annuity Asset Liability Management (ALM) and AG43/C3P2 Modeling - Maintained models and analyzed results for variable annuity products subject to AG43/C3P2 - Developed cluster modeling capabilities to reduce total quarterly runtimes by over 50% - Designed and coded equity market sensitivity functionality in MG-ALFA to decrease model size, add flexibility, and reduce processing time

Radnor, Pa, Us

Area: Fixed Annuity Asset Liability Modeling (ALM) - Automated processes to increase efficiency for CFT and quarterly ALM analysis - Independently analyzed results and provided attribution analysis for changes in profitability - Converted in-force liability build process in connection with valuation system conversion

Radnor, Pa, Us

Area: Universal and Whole Life Valuation - Maintained two life valuation models used for Statutory, Tax and GAAP reporting - Independently reviewed, analyzed and presented results to management - Completed and consolidated YE/QE reporting items for entire life valuation group - Solely responsible for conducting multiple SOX audits with IA and E&Y - Heavily involved in MG-Triton conversion project

Radnor, Pa, Us

Area: Fixed Annuity Valuation - Developed annuity business datawarehouse - Enhanced Excel and SAS skills through a variety of different projects - Aided management with several monthly reports

Master Of Business Administration - Mba

Bachelor Of Science (B.S.), Finance

Bachelor Of Science (B.S.), Mathematics

Certificate, Executive Leadership

Certificate, Managing For Execution

Certificate, Change Leadership

Certificate, High Performance Leadership