Actuarial specialist, polysystem, excel, VBS, C, SQL, SAS

Tanzhen Lu

**** ****** **, *** *, Omaha, NE *****

Mobile: 804-***-****; Email: t ******.******@*****.***

H I G H L IG H T OF QUAL I F ICAT IO NS

• Proficiency with Actuarial Software: PolySystems Health Master

and Health Delphi

• Knowledge of Long Term Care valuation and Projection

• Advanced skills in use of Excel, VBS

• Knowledge of C, SQL, SAS, XML

E D UCAT IO N

• MBA, Information system, Emporia State University, Kansas,

U.S.

• B.S., Management Information System, H uazhong Normal

U niversity, Hubei, China

• Actuarial preliminary exam: Probability Exam, Passed

• Actuarial preliminary exam: Financial Mathematics Exam,

Passed

• Short term goal is to achieve Associate of the Society of Actuaries

(ASA)

PROFESSIONAL EXPER I ENCE

P rudential I nsurance Company of America, Newar k, NJ Sep. 2013- Aug.

2014

Actua rial Specialist, Long te rm care

User Acceptance Testing for the PolySystems project

• PolySystems setup verification and pre-testing preparation:

Verify system setup, update assumption as needed, check tables,

o

as well as check Health Master and Health Delphi coding for accuracy.

Create Convert Definition Files (CDF) to convert data from census

o

f ile into PolySystems Valuation Master Files.

Verify and Document CDF changes and Definition File changes.

o

Create Convert Definition File or Report Definition File to select

o

or change record for testing purposes.

• Valuation:

Run Valuation for regression testing.

o

Create Admin level (GAAP2, STAT and TAX) valuation report,

o

review policy counts, and valuation reserve changes.

Identify errors and warnings.

o

• Projection:

Create projection master files, run projection, and create cash

o

f low report.

Inspect errors, warning, and records counts to document the

o

testing progression.

Create aggregate comparison excel file to verify if change in result

o

(Premium, Benefit and Expense) are appropriate.

Create Macro with document for generating claim cost.

o

Input claim cost result into independent projection model to verify

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PolySystems calculations.

• Cell test:

Create financial reports: Admin level valuation report, Cash f low

o

report, Audit report.

Create comparison files.

o

• Cooperate with external consultants.

• Training new hires.

A RA MARK Service I ndustries (China) Co., L td, Nanjing, China Mar. 2010- Oct.

2011

A dministrative Assistant

• Department operating expense data entry and assist in financial

statement reporting.

• Recording attendance, working performance, work scheduling,

office supplies purchase, new employee recruitment and enrollment, releasing project information.

C hina H UAD IAN Power I n te rnational Co., Ltd, Guigang, China Mar. 2009- Feb.

2010

Accounting I n te rnship

• Use YuanGuang Financial Management System to enter data and

generate financial statements.

• Material auditing, including goods receive/invoice quantity and

p rice.

Contact this candidate