Jim E. Actuary 4
200 Street Lane·Anywhere44444
(555) 444-6666·
Professional Objective
A position with a progressive company that
will effectively utilize acquired expertise and experience.
Qualification Highlights
Chartered Financial Analyst (CFA)
Associate of the Society of Actuaries (ASA)
·Comprehensive backgroundin asset-liability modeling, pension plan valuation, and cash flow analysis with proven success and creativity.
·Successfulin helping clients manage cash and expense by using both deterministic and stochastic forward-looking analysis to avoid unexpected events and mitigate any adverse effects.
·Proficientin analyzing financial statements, economic data, and population statistics.
·Exceptionalfinancial analysis, leadership, problem solving, communication and interpersonal skills. Proven ability to work efficiently in both independent and team environments. Known for exceeding goals and objectives.
·Quick studywith an ability to employ new ideas, concepts, methods and technologies.Superior ability to effectively handle multi-task levels of responsibility.
Employment History
Best Consulting – Anywhere USA3/99 to Present
Actuarial Manager
·Perform asset-liability modeling for a number of client pension plans using stochastic analysis to vary economic scenarios and asset returns.
·Identify and evaluate asset allocations and portfolio strategies to be used in pension trusts. Recommend strategies that match the interest rate sensitivity of liabilities and reduce inflation risk.
·Perform actuarial valuations for numerous pension plans, both single and multiemployer. Measure the cost impact of various plan changes. Evaluate plan experience and recommend assumption changes.
·Analyze cash flows by projecting future benefit payments and contributions under various investment policies and funding strategies.
·Manage analyst teams on several client projects, including pension plan valuation, plan design and FASB disclosures.
·Communicate with clients on a regular basis to review business strategy, incorporate law changes, and present results.
Better Consultants – Anywhere, USA12/95 to 3/99
Actuarial Analyst
·Responsibilities included preparation of actuarial valuations, special cost estimates, and government filings for defined benefit pension plans.
·Obtained and compiled information required for pension plan valuations through daily communication with clients.
·Created programs for annual data preparation and analysis and for plan experience studies.
·Performed quantitative analysis of plan assets for funding purposes using extensive activity and financial statements.
·Proficient with coding valuation systems, familiar with IRS regulations and FASB statements, and knowledgeable of different funding methods.
·Performed benefit calculations and created benefit statements through extensive PC programming.
International Corporation – Chicago, IL01/2/94 to 1/2/95
Pension Analyst
·Responsible for calculating retiree benefits by administering several different defined benefit pension plans.
·Assisted with analysis and preparation for presentations used in labor contract negotiations.
·Provided pension data and other benefit information used for determining costs and funding for different pension plans.
Education
GoodUniversity– Anywhere, USA
B.A. Mathematics / Finance, 1994
GPA: 3.7/4.0·Cum Laude·Dean’s List
Academic All-American – Baseball