IFRS 17 Implementation & Actuarial Reporting
- Developed and enhanced Python-based Contract Service Margin (CSM) engine for IFRS 17 liability calculations
- Supported design work for CSM process migration and architecture design within Project Trident finance transformation
- Contributed to regulatory reporting frameworks and compliance documentation for stakeholder presentations
- Enhanced engine performance and functionality to support IFRS 17 compliance requirements
Business Development & Stakeholder Management
- Requested, compiled, and edited project credentials for business development initiatives
- Extracted projects and leads from revenue summaries, applying filtering criteria to identify target opportunities
- Conducted outreach to relevant parties and stakeholders for business development purposes
- Created concise technical summaries highlighting project capabilities and expertise
- Supported client-facing presentations and business development materials
Data Management & Operational Tools Development
- Developed Excel-based utilisation tracker for operational monitoring and resource management
- Created data extraction and transformation processes using Python
- Conducted data quality checks and validation procedures
- Implemented model point data extraction and management systems
Motor Insurance Pricing & Model Development
- Developed Python-based factor analysis tools for motor pricing projects, specializing in identifying key factors influencing claim events
- Created and modified Python scripts for Generalised Linear Models (GLMs) fitting and analysis
- Conducted model validation and performance assessment with risk premium smoothing methodologies
- Implemented data preprocessing techniques including filtering, one-hot encoding, mapping, and transformation
Life Insurance Model Review & Validation
- Conducted independent model review of cashflow models using Python and Cashflower framework
- Reviewed complex life insurance products incorporating funeral benefits, premium waivers, annuities, and savings components
- Validated model methodology, assumptions, and implementation for regulatory compliance
- Supported model development and maintenance processes
Actuarial Consulting & External Audit Support
- Provided actuarial support for external audits of major UK insurers specializing in protection, health, and unit-linked products
- Supported Solvency II basis reporting and compliance frameworks
- Contributed to SII and IFRS design and implementation for end-to-end processes
- Managed stakeholder relationships including external auditors and regulatory bodies
Finance Transformation & Systems Enhancement
- Worked on Project Trident (2024), supporting multiple workstreams including CSM process migration and architecture design
- Contributed to budgeting, forecasting, and capital management processes
- Supported value proposition development during design phases of finance transformation initiatives
- Enhanced system architecture and technical documentation for operational efficiency
Technical Support & Cross-Functional Collaboration
- Provided technical support to product development and pricing teams
- Supported cross-functional business areas with actuarial expertise
- Developed operational tracking and monitoring tools for business process optimization
Key Technical Skills:
- IFRS 17 implementation and CSM calculations
- Python programming (pandas, numpy, data analysis, modeling)
- Advanced Excel development (VBA, complex formulas, data modeling)
- Actuarial modeling (GLMs, cashflow modeling, EV calculations)
- Model validation and independent review
- Regulatory frameworks (Solvency II, IFRS 17, SAM basis reporting)
- Data preprocessing, extraction, and quality management
- Business development and lead generation
- Revenue analysis and opportunity identification
- Stakeholder outreach and relationship management
- Business documentation and presentation skills
- Operational tool development and process optimization
- System architecture design and enhancement
- Insurance product development (motor, life, health, protection)