Joseph Martin, FSA
West Des Moines,IA
Summary
Actuarial leader with 10+ years of experience in fixed and indexed annuities and Pension Risk Transfer.
Extensive knowledge of Milliman MG-ALFA and Integrate modeling software.
Effective team leadership and collaboration across departments to streamline validation and financial reporting processes.
Overview
11
11
years of professional experience
Work History
Actuary, Model Validation
Fidelity & Guaranty
10.2023 - 06.2025
- Managed team priorities in a dynamic environment.
- Onboarded multiple PRT deals with features like deferred lives and late retirement factors.
- Built and implemented reinsurance logic in Excel-based PRT validation tool.
- Resolved discrepancies between GGY AXIS model and Excel-based validations.
- Improved Excel validation tool runtime by over 50%.
- Led “lessons learned” sessions on validation tools and processes.
Actuary, Model Production
Athene USA
07.2018 - 08.2023
- Directed GAAP and Statutory financial reporting models; analyzed results for accuracy and compliance.
- Partnered with IT and Valuation teams to meet quarterly deadlines.
- Created modeling training materials and mentored team members.
- Onboarded new business blocks by implementing run schedules, SOX controls, and result files.
- Streamlined model production using Milliman MG-ALFA/Integrate; maintained detailed documentation.
- Executed SOX controls to validate policyholder data, assumptions, and model outputs.
Actuarial Associate, ALM & Product Development
Athene USA
05.2014 - 07.2018
- Executed Cash Flow Testing (CFT) and Economic Balance Sheet (EBS) model runs in Milliman ALFA
- Developed and priced several fixed and indexed annuities
Education
BBA - Actuarial Science
Drake University
Des Moines, IA05-2014
Skills
- Detail-oriented
- Team Leadership
- Problem Solving
- Milliman MG-ALFA & Integrate
- Financial Reporting
- Excel Validation
Timeline
Actuary, Model Validation
Fidelity & Guaranty
10.2023 - 06.2025
Actuary, Model Production
Athene USA
07.2018 - 08.2023
Actuarial Associate, ALM & Product Development
Athene USA
05.2014 - 07.2018
BBA - Actuarial Science
Drake University
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