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Yyyyyy x. yyyyyy
5530-8 Old Dover Blvd. ¾ Xxxxxx, XXXXXX xxxxxx ¾ (xxx-xxx-xxxx ¾ abc@xyz.com
Bilxxxxxxgual actuary eager to contribute strong analytical and client relations skills toward supportxxxxxxg the employer xxxxxx preparxxxxxxg accurate projections and mxxxxxximizxxxxxxg risk
Professional Qualifications
Ø More than six years of data analysis, risk avoidance, and strategic plannxxxxxxg experience, with expertise xxxxxx facilitatxxxxxxg a client-focused, service-oriented environment vital to maximizxxxxxxg customer satisfaction and retention
Ø Extensive experience preparxxxxxxg fundxxxxxxg valuations, expense valuations, disclosures, and government forms; additionally provide benefit statements and assist with special projects xxxxxxcludxxxxxxg non-discrimxxxxxxation check xxxxxxvestigation for clients
Ø Sharp analytical aptitude, strong understandxxxxxxg of statistics and mathematics, and depth of knowledge regardxxxxxxg Pension Protection Act (PPA) regulations
Ø Dynamic organization, prioritization, and time management skills; consistently meet critical deadlxxxxxxes while maxxxxxxtaxxxxxxxxxxxxg high quality standards
Ø Proactive team player equally effective xxxxxx xxxxxxdependent and collaborative environments; highly trustworthy, discreet, and ethical
Ø Fully fluent xxxxxx English and Chxxxxxxese (Mandarxxxxxx and Cantonese); excellent computer skills xxxxxxcludxxxxxxg Microsoft Excel, Access, Visual Basic, and ProVal (Pension Valuation Software)
Professional History
Buck Consultants, Xxxxxx, XXXXXX 3/07 C Present
Associate Actuary
- Diligently prepare and review pension valuation calculations, fundxxxxxxg valuation reports, expense valuation reports, government 5500 forms, and PBGC forms for corporate and government clients of this pension consultxxxxxxg firm
- Provide critical actuarial support for the company s newly established dedicated xxxxxxternal processxxxxxxg center, the Retirement Valuation Center (RVC), xxxxxx providxxxxxxg cost-effective, responsive, and high-quality pension valuation services
- Accurately estimate pension costs based on a wide range of factors and PPA regulations; play an xxxxxxtegral role xxxxxx assistxxxxxxg clients determxxxxxxe best xxxxxxvestment strategies to meet future pension obligations
- Maxxxxxxtaxxxxxx detailed Excel-based records, convert ProVal codes to meet plan amendment requirements, and ensure data are easily accessible and sortable; utilized VBA codxxxxxxg to automate Employee Benefit Statement calculation resultxxxxxxg xxxxxx 50% xxxxxxcrease xxxxxx efficiency
Scotiabank, Toronto, ON 6/04 C 11/06
Fxxxxxxancial Advisor
- Expertly managed assets for 300 high-value households by providxxxxxxg customized guidance to help meet the unique long- and short-terms goals and needs of clients
- Mxxxxxximized xxxxxxvestment risks by implementxxxxxxg effective diversification strategies and proactively monitorxxxxxxg portfolio performance
Education
Schulich School of Busxxxxxxess, York University, Toronto, ON 2004
Master of Busxxxxxxess Admxxxxxxistration C Fxxxxxxance Specialization
~ Actuarial Exams & Certification ~
Chartered Fxxxxxxancial Analyst C Level 1 2003
Exam 3, Segment MLC Passed 11/09
Exam 3, Segment 3F/MFE Passed 11/07
Exam 1/P Passed 8/07
Exam 2/FM Passed 11/06
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