Assistant Acturary
Resume:
LEONARD J. BINCZEWSKI
North Wales, PA 19454
********@*******.***
SUMMARY:
• Problem solver and analytical thinker able to generate and apply innovative solutions.
• Team player able to collaborate with individuals and teams to achieve effective results.
• Detailed, hard-working, motivated professional with experience in Marketing Research, Accounts Management, and Fund Accounting.
• Skilled in planning, managing, and executing multiple projects.
• Able to train client market research teams on software and use of data measures.
OBJECTIVE: To obtain a position as an actuarial analyst and to gain further experience in this field.
EXAMS: Exam P/1, Probability: Passed January 2010 Exam FM, Financial Mathematics: Passed August 2010
PROFESSIONAL EXPERIENCE:
INFORMATION RESOURCES, INC., Fort Washington, PA 19034 (9/06 – 1/09)
IRI is the world’s leading provider of market content, advanced analytics, enterprise software, and consulting services.
Account Manager
Managed primary responsibilities for 7 leading CPG clients on a daily basis, including Herr Foods, Just Born Candies, Crayola, Domino Sugar, and Turkey Hill Dairies.
Generated an increase in client revenue:
Assisted in the client’s understanding of the marketplace and of the consumer.
Assisted the client in developing tactical sales strategies based on this knowledge.
• Conducted Business Reviews to facilitate marketplace understanding:
Analyzed and interpreted client and competition category performance.
Recommended various approaches based on these findings. Examples included suggesting increased distribution in certain areas and modifying pricing strategies.
Offered additional ad hoc reports or other IRI services such as pricing studies that generate revenue for IRI but also help clients to develop more tactical sales strategies to increase their revenue.
• Presented findings based on IRI’s consumer panelist to highlight consumer trends and target specific demographics.
• Trained and assisted clients’ market research, sales, and marketing teams to navigate and analyze syndicated data for decision-making, marketplace innovation, and category management.
STATE STREET, Princeton, NJ 08540 (7/05 – 9/06)
State Street Corporation is a world leader in financial services, including being the #1 servicer of mutual funds and pension plans.
Fund Accountant
• Prepared and reported asset information for assigned products.
• Communicated with the portfolio’s asset manager.
• Produced and verified quarterly and yearly financial statements.
• Entered and monitored general ledger activity.
• Performed security and cash reconciliation between State Street’s records and those of the portfolio’s custodians.
• Performed procedures to ensure portfolios were in compliance with legal and regulatory requirements.
• Computed income distributions and reportable yields.
• Collaborated with internal teams and participated in departmental projects.
SEI INVESTMENTS, Oaks, PA 19456 (3/03 – 7/05)
SEI Investments is a leading global provider of outsourced investment business solutions, including accounting and administrative services to the mutual fund industry.
Fund Accountant
• Performed similar duties as previous position with State Street.
• Additional activities and outcomes:
Calculated and reported a fund’s daily net asset values (NAV’s).
Communicated with the fund’s investment advisors and entered security trades.
Processed shareholder activity and reconciled to the fund’s transfer agent.
Maintained daily accounting records.
Performed procedures to ensure fund compliance with legal and regulatory requirements.
Analyzed daily changes in fund’s values in relation to broader market fluctuations.
Developed and maintained an up-to-date grasp of Investment Business industry trends and understanding of how these changes impact the way in which the industry works day-to-day.
Trained new hires within team on all daily activities.
EDUCATION:
• BS Mathematics, Kutztown University of Pennsylvania, Kutztown, PA
• Graduation Date: May 2002
TECHNICAL SKILLS:
• Microsoft Office (Word, Excel, PowerPoint, Outlook, Access)
• Internet Explorer
• IRI software, including Xlerate
REFERENCES: Available upon Request
Leonard J. Binczewski
237 Lower Valley Road
North Wales, PA 19454
********@*******.***
To Whom It May Concern:
This letter is to express my interest in becoming an Actuary. Having already passed Exam P1: Probability and Exam FM: Financial Mathematics, I believe that my experience and education make me an excellent candidate for this industry. In me, you will find a highly motivated career changer seeking to leverage 6 years of professional experience in Fund Accounting and Market Research. I bring a skill set that is transferable and relevant to the Actuarial Field.
The key strengths that I possess for success as an Actuary include, but are not limited to:
• Working with and analyzing large sets of data
• Presenting strategy recommendations based on data analysis to senior level management of clients and stakeholders
• Managing and working on multiple projects simultaneously
• Producing and verifying financial statements
• Managing a team and being an effective and productive team player
• Willingness to learn new things
You will find me to be reliable, well-spoken, energetic, and personable, the type of person you can count on each and every day. I am attaching my resume for additional information regarding my background.
You will find my experience and skills will be an asset to your company. I look forward to hearing from you so that an interview may be arranged.
Sincerely,
Leonard J. Binczewski
Contact this candidate