Principal Actuarial Assistant
Greater Minneapolis-St. Paul Area
Contributed to Financial Planning & Analysis team by delivering and enhancing established processes and analytics.• Consolidated and streamlined several projection models to increase accuracy and efficiency using Excel and VBA, including month-end, quarter-end and year-end reporting for both Life and Long Term Care lines of business. Time Savings: 30 hours per month.• Designed and coded a new benefit reserve dashboard using SAS, which showed how several areas of concern affect the current month-over-month change. The dashboard was used during monthly reporting meeting with diverse customers. Time Savings: Up to six hours per month.• Coordinated annual Asset Adequacy Testing, working cross-functionally with representatives from all lines of business, upper level management and several external partners. Risk Savings: Overhaul of NY report meaningfully increased internal understanding of state requirements and helped all lines produce and document individual inputs for future statements.• Worked with members of several departments to implement system improvements, converting business needs into IT deliverables. Enhanced interpersonal skills while defining business problems, primary project objectives, gathering requirements, gaining buy-in from management, and completing user acceptance testing. Risk Savings: Increased company reputation with improved internal and external customer experiences.• Enhanced all procedural documentation for Long Term Care financial reporting, significantly reducing time to productivity for new hires. Time Savings: Up to 20 hours per new hire.