Jj Li Email & Phone Number

Toronto, Ontario, Canada

Toronto, Ontario, Canada

- Completed Funding valuations, costings, reports, and other analyses for JSPPs and Single Employer Pension Plans under Ontario and Federal Funding rules, including presentations and reports to clients- Completed Financial statement disclosures under IAS19, USGAAP, CPA 3462, including special event accounting for curtailments and settlements- Delivered client deliverables on time, coordinated a number of projects for several projects and clients at once, including managing senior colleagues and delegation to junior colleagues- Reviewed and signed off on early retirement, termination, pre-retirement death, and marriage breakdown calculations on a commuted value basis, especially for Federal plans- Experience with valuation programs and developing proprietary calculation tools for valuation, commuted value, and marriage breakdown purposes in Excel and VBA, especially for large plans- Developed Pre-retirement Experience study tool for Mercer Canada; improved efficiency of process by 2x through automation of Excel and Powerpoint, carried out large experience studies, and developed Markov Chain experience study tool to study promotions experience and marital status experience- Supported internal working groups, including the National Professional Development and the Funding group

Toronto, Canada Area

Waterloo, Ontario, Canada

- Marked final exam short answers on Core Organizational Behaviour using marking key and own judgement.

Vaughan, Ontario, Canada

- Created complex sales reports based off SQL Server and VBA- Created improved purchasing system with VBA and SQL Server- Experience in every aspect of retail business, including inventory management, sales, and purchasing.

Greater New York City Area

- Worked on Year End Blue Books for Regulators- Built a Reserves Analysis Database- Built an Interest rate generator for Cash Flow scenarios

Toronto, Canada Area

- Created and automated reports using Excel and Python- Created Database that extracted information from unstructured data- Modeled Financial Products- Helped recommend new risk limit based on risk analysis

Marked Honours Calculus 1 Assignments

Ottawa, Canada Area

Actuarial Analyst Co-op Student.Prepared reports in MS Excel, worked extensively with claims reports.Passed P Exam of SOA exams

Missisauga, Ontario, Canada

Scheduler reporting directly to COO and CEO. Extensive work in Excel, VBA, and SQL.Experience coordinating with teams across the company

Bachelor Of Mathematics (Bmath), Actuarial Science

As part of the UW/WLU BBA&BMath Double Degree Program with Co-op

Bachelor Of Business Administration (Bba), Finance

As part of the UW/WLU BBA&BMath Double Degree Program with Co-op

Education record