Detail-oriented professional with experience in developing financial models and reports. Offers great budgeting, forecasting and cost analysis skills. Proficient in Microsoft Access, Excel and actuarial software.
Overview
5
5
years of professional experience
Work History
Actuarial Trainee
Segal
08.2019 - 05.2023
Led and leveraged communication skills for annual business analytics projects on economic trends and work - life balance for large intern groups
Successfully initiated, managed, and processed the creation of 100 strategic reports for senior management decision-making
Efficiently managed data entry, queries, and reports for thousands of union members using Microsoft Access
Applied data analytics to forecast union costs and liabilities, enhancing pricing strategy accuracy
Processed participant data for multiemployer retiree health valuations using actuarial software
Performed preliminary checks on participant data for actuarial analysis, identifying discrepancies in initial results compared to previous years
Launched retiree health evaluation process through Excel-based updates and collection of union member benefits data
Incorporated strong teamwork abilities in working closely with the actuary team for data collection, analysis, and interpretation
Trained two interns on handling sensitive data and member information.
Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
Attended training courses to build understanding of processes, techniques, and industry.
Finance Undergraduate
Roosevelt University
08.2018 - 05.2023
Provided support in creating budgets for various departments to optimize resource allocation in a business strategy simulation and excelled in performance compared to other teams
Gained an understanding of various financial models and strategies in compliance with company standards, showcasing adeptness in Financial Management
Analyzed data and crafted strategic recommendations using economic principles and statistical models
Completed two courses focused on investment strategies using financial risk formulas and forecasting evaluations
Completed hundreds of tasks utilizing advanced Excel skills, including VLOOKUP, IF, linear regression, and pivot tables for data analysis
Gained skills in revenue recognition for accurate contract realization.
Young Professional
Genesys Works
05.2018 - 12.2019
Successfully obtained an internship for the last semesters of high school and completed summer training in account at Robert Morris University
Participated in professional development programming, including college and career readiness workshops
Finished a comprehensive 160-hour Accounting Essentials course, honing skills in financial statements, journals, charts of accounts and Excel
Organized and directed project to enhance internship experience
Self-motivated, with a strong sense of personal responsibility.
Excellent communication skills, both verbal and written.
Skilled at working independently and collaboratively in a team environment.
Proven ability to learn quickly and adapt to new situations.