Data Process

Experience and Accomplishments Summary:

Over ** years financial reporting and analyzing experience with large

volume of data, using MS Access and MS Excel (Mortgage Loan, Healthcare and

Corporate).

Development and mechanization of reporting analytics (Y2K project Program

Management Office), and monthly Company Field Office activity reporting to

Aetna's Chairman, data extraction and normalization, customized reports, ad-

hoc reporting.

Developed Corporate Finance Plan/Forecast MS Access applications.

Developed Fixed Assets MS Access reporting applications.

Mechanized daily data loads reconciliation process.

Maintained and retooled actuarial MS Access and Excel applications

Modified existing Excel VB macros, developed brand new MS Access

applications to replace outdated Excel applications.

Experienced in business systems development and conversion, documentation,

testing, data validation, reconciliation of input and output, process

implementation, reporting. Dealt with business managers and IT support

during project cycle. Evaluated Large Case Pensions existing cash flow

testing process, presented and eventually delivered a more user-friendly,

front-end driven application. Worked with users and actuarial manager in

the development of specifications, testing and documentation of new

process.

Highly skilled in the use of MS Access and Excel - Data normalization,

queries, macros, functions, pivot tables, reports, front-end interface.

Fully bi-lingual, English/Spanish.

February 2007 - June 2009 (Retired from Aetna June 2009)

Senior Actuarial Consultant - Large Case Pensions

Identified Cash Flow Testing processes in need of improvement, redeveloped

outdated MS Excel VB macros as MS Access applications.

February 2000 - October 2006

FRAP (Financial Reporting And Policies) Senior Consultant - Financial

Reporting Support Unit

Developed SG&A MS Access application used to monitor expenses company-wide.

Developed MS Access application used to track claims calls activity,

offering detailed data as to the number of calls received, status of calls

on a weekly basis, comparison of activity based on user-based parameters.

This information was reviewed personally by Aetna's Chairman on a weekly

basis.

Developed Corporate Finance's Plan and Forecast MS Access applications.

July 1998 - February 2000

Database Administrator - Y2K Program Management Office

Transitioned monthly Y2K status reporting from outside consulting firm to

internal unit. This resulted in a monthly reduction of $1mm dollars in

consultant fees. Redeveloped regional analytical and status reports

(charts, detail and summary progress) using MS Access.

Aetna Employment History

February 2007 - June 2009

Senior Actuarial Consultant

Initiated and completed the development of two MS Access applications to

process Bond data and to create the required TAS (Tillighast Actuarial

Software) data files. Completed the following required tasks efficiently

and independently.

-Developed and documented MS Access application to replace existing Excel

macros used in the merging of Investment Management's Bond Pension Extract

data files.

-Developed Import/Export specifications to mechanically load Pension

Extract data files at individual segment and roll-up level.

-Established necessary data normalization and relationships between data

tables.

-Developed queries, macros, MS Access visual basic code and graphic user-

interface front-end.

-Developed forms used in the modification of individual bond records,

generating original, changed and new records detail reports.

-Developed MS Access reports used in the Balance Sheet reconciliation

process, first stage (merging of Pension Extract data).

-Developed XL workbook used in the reconciliation of Pension Extract to LCP

BS as the data files are split among applications and file types.

Developed TAS Files.mdb (MS Access application) used in the development of

TAS, Bondedge and Trepp pension extract input files.

-Developed queries based on TAS table structure specification for bond,

mortgage and preferred stock data loads.

-Developed queries based on Trepp and Bondedge data load specification.

-Developed control reports by Segment, application (TAS, Bondedge & Trepp),

record counts

-Mechanized data export to text, Excel and application specific file type

for TAS, Bonded and Trepp.

-Developed process to reconcile Pension Extract by Segment at various

stages of data file creation (MS Access to TAS, Bondedge & Trepp).

-Developed table links from MS Access to TAS dbf files, created reports

used in the reconciliation between TAS and LCP BS.

-Created graphic user interface used in the development of data files at

either individual segment or roll up for TAS, Bondedge and Trepp.

Excel macros were retired after a successful testing period using the "Bond

Pension Extract" and "TAS Files" MS Access applications. The new

application was used for the 9/30/09 ALIC and AHLIC Asset /Liability

Sufficiency process. A Corporate directive to restate the write-downs on

FAS115-1 bonds required a rerun of the 9/30/08 bonds in November. The

efficiency of the new Access application allowed for the rerun, and the A/L

testing was completed on time. The new process has reduced the Bond

creation process significantly with minimal intervention.

February 2000 - October 2006

FRAP Senior Consultant - Financial Reporting Support Unit

Developed and documented multiple Microsoft Access applications used in the

monthly Oracle to E.M.I.S. (Executive Management Information System) data

loads.

Mechanized allocation ratios by CFO, local market, product, segment and

other criteria. This was achieved via queries, complex formulas and macros

executed by user-friendly front-end applications.

Developed and mechanized daily GL EMIS load balancing process, AEGL to

GL_RPTG_Stage process, using MS Access.

Developed and mechanized regional reports at CFO and Local Market Level

using data from the EMIS actuals, forecast and plan shadow tables using MS

Access and MS Excel. This has greatly assisted the segments and the

regions with their reporting and trending.

Developed MS Access application to monitor before and after ORACLE upgrade

report execution performance.

Developed prototype application to demonstrate data mapping in the Proof of

Concept - ORACLE HUB application.

Developed Executive Complaint Database application for the Executive &

Regulatory Resolution Team. This application is used to track and report

weekly complaint activity to Aetna Chairman Ron Williams. Reports

preparation time was reduced from hours to seconds by developing queries

and formulas to perform metrics calculations.

Developed Access queries for IFSOPS including the 3yr strategic allocation

of membership back to CFO/LM intersections for SG&A.

Performed accurate and timely SG&A research for 2002 and 2003 YTD which was

used in the SG&A expense project.

Developed Fixed Assets reporting applications, trained staff in the use of

MS Access.

Developed application used to track the transfer of Aetna fixed assets to

ING.

February 2000 - October 2006

FRAP Senior Consultant - Financial Reporting Support Unit

Developed MS Access to Excel reports for the Law & Regulatory Affairs unit.

Assisted Tax Department personnel with existing MS Access applications.

Silver Award nominations in 2005 and 2006.

July 1998 - February 2000

Database Administrator - Y2K Program Management Office

Assumed Y2K PMO reporting responsibilities, transitioned from outside

consulting firm.

Mechanized Y2K project status and reporting process by migrating it from MS

Excel to MS Access. This approach resulted in the reduction of time and

cost associated with weekly Y2K status reports.

Developed queries, reports (text and chart-driven) and macros using MS

Access.

July 1997 - July 1998

Actuarial Consultant - Core Health Insurance Actuarial (AUSHC)

Took over existing MS Access tools (National Advantage Program database),

utilized to determine best rates by vendors (Multiplan, UP & UP and

others), performing modifications and enhancements as needed.

Assisted various actuarial units by developing MS Access ad-hoc

applications.

May 1981 - July 1997

Aetna Realty Investors - Mortgage Loan Operations.

Duties included monthly reconciliation of correspondent's remittance

reports.

New Business analyst responsible for on-line commitment data maintenance.

Team member responsible for the development and testing of Mortgage Loan

Accounting and Reporting System.

Assisted in the development and testing of mortgage loan data integrity

from commitment stage to closing and funding.

Mechanized Mortgage Loan portfolio planning and forecast reports.

References provided upon request.

Education

Aetna Institute of Technology - HTML, DBA, MS Access, MS Excel courses.

University of Puerto Rico - General studies 1970-1972.

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