Responsible for implementing annual audit plan across the US Life Business. Independently execute audits of client financial reporting (premium, commission, claims, accounts payable/receivable, funds held, reserves and cash) for compliance with reinsurance contracts and policy terms.

Responsible for all Compliance data collection processes including Issue Management tools and training, dashboards, and metrics.Assist Compliance & Supervisory Affairs teams in preparation of the annual Compliance review process (Session D), ERMC Compliance Committee presentations & ERMC Compliance reports.Develop reporting templates to facilitate data collection & standardize report content. Prepare Standard Operating Procedures documenting Regulatory & Compliance reporting.Train Regulatory Compliance team leaders in reporting process requirements. Generate, analyze and distribute Compliance & Supervisory oversight reports.

Responsible for maintaining all US Life Reinsurance Treaty Agreements. Responsible for treaty interpretation of all treaty related inquires from both internal and external clients to validate both parties are in compliance with the treaty agreement. Serve as a member of the off-site audit team, responsible for developing the audit scope, verification of premiums, creation of random policy sample, development and population of the audit template. Project management experience in both leading and serving as team member on various. Developed multiple reporting and metrics centered tools for use by senior management. Developed training procedures and lead training sessions related to Microsoft Office applications, as well as, the new reinsurance system.

Documented and map electronic client transaction and inforce media files. Ongoing, consistent and professional communication with IT staff, client administration and IT staffs, as well as other members of Billing & Collections and Actuarial teams regarding interpretation of client reporting. Assisted in the development of strategies surrounding client connectivity and statement reconciliation. Executed various cross functional special projects and research assignments.Developed client Audit template for off-site Audits. Developed electronic client file database and production logs, designed to run in conjunction to aid both the IT and Administration teams in monitoring client files. Responsible for documenting procedural instructions for use in training. Trained third-party off-shore team on how to read, interpret and locate various information related to the client data files.

Responsible for handling manual monthly and quarterly client reporting. Developed policy exhibit database to be used for all client reporting. Created client electronic company file tracker and format catalog. These tools helped consolidated team efforts and decreased the frequency of errors during processing. Participated on project team for the Canadian role out of the US Life Suite application. Mentored team members on systems and communication, as well as Microsoft Office applications.

Responsible for handling manual monthly and quarterly client reporting.