Actuarial Analyst

Senior Actuarial Analyst — Beacon Advisory Group

Chicago, IL | August 2023 – Present

• Led the valuation and liability modeling for 12 retirement plan clients with aggregate assets exceeding $450M, using SQL and SAS to automate valuation runs and reduce reporting cycle time by 24%.
• Constructed predictive pricing models in R for a large self-insured health plan client, optimizing premium rates to achieve a 6.2% reduction in claims variance and save $340,000 in annual claim costs.
• Programmed complex VBA macros and Python scripts to clean and process raw census data for 25,000+ plan participants, decreasing data prep errors by 32% and saving 18 hours of manual analysis per week.
• Presented quarterly financial projections and reserve calculations to client CFOs and leadership teams for 15 pension funds totaling $350M in liabilities, ensuring 100% compliance with ASC 715.

Actuarial Analyst — Summit Life & Health Insurance

Boston, MA | June 2021 – July 2023

• Developed and verified Life Insurance actuarial pricing models in Prophet for 6 product lines, ensuring reserves matched target guidelines and reducing model validation anomalies by 40%.
• Conducted statistical analysis on historical mortality and lapse rates of 120,000 policies, using SQL and R to refine experience studies and improve forecasting precision by 15%.
• Coordinated with product development and underwriting teams to design a new term-life product, performing sensitivity analyses that protected profit margins within a 2% target variance.
• Automated monthly financial reporting schedules utilizing Excel VBA, decreasing production time from 4 days to 1.5 days and enabling faster distribution of key actuarial reports.

Actuarial modeling, Financial forecasting, Reserve valuation, Pension plan modeling, Pricing analysis, Experience studies, Risk assessment, Data cleaning, Regression modeling, Prophet, SAS, R, Python, SQL, Excel VBA, Society of Actuaries Exams (P, FM, FAM, ASTAM, ALTAM)

Pension Plan Redesign Initiative

Role: Lead Valuation Analyst

Tools: SAS, SQL, VBA, MS Excel

Led the actuarial re-valuation and redesign of a $120M defined benefit plan for a major client, optimizing liability projections and reducing annual funding requirements by 12% ($1.4M).

Experience Study Automation Project

Role: Actuarial Developer

Tools: R, Python, SQL, Git

Developed an automated pipeline in R to analyze mortality and lapse rates for 200,000+ policyholders, cutting study runtime from 6 weeks to 3 days and improving pricing model inputs.

• Associate of the Society of Actuaries (ASA) (2025)
• Society of Actuaries Exams P, FM, FAM, ASTAM, ALTAM (2024)

• Technical Proficiencies: Prophet, SAS, R, Python, SQL, Git, VBA, MS Excel
• Professional Affiliations: Member of the Society of Actuaries (SOA)
• Availability: 2 weeks notice