Lead Associate
Resume:
Nicholas Matthew Simon
**** *****, ************, ** *****
*********.**@*****.***
WORK EXPERIENCE
Willis Towers Watson, Philadelphia, PA January 2018 – Present Lead Associate
• Create database queries using Microsoft SQL Server (SQL) to be effective in financial planning, process decision making, and data reporting to the clients
• Develop complex tools using VBA and SQL to provide improved process workflow, reduce manual data errors, and provide consistently accurate calculations
• Work with developers to load conversion data from prior administrators by ensuring that the data is correctly transformed to map to the tables and columns in our database
• Test new enhancements in a UAT environment prior to their release
• Manage the workstream for clients and coordinate with team members to ensure that all service level agreements are met
• Coordinate with developers to ensure that all monthly and quarterly data loads are done accurately and within a timely manner
• Perform complex defined benefit pension calculations (Qualified, Non-Qualified, QDRO, RASD, MRD, etc.) for large outsourced clients while maintaining legal regulations and administrative standards
• Utilize Willis Towers Watson specific web-based applications to store, manage, and compile data regarding employees and employee benefits
• Conduct detailed payment reconciliations each month to ensure timely and accurate payments are made from the client to the participant
• Project manager for identifying and calculating benefits for unknown participants based on plan rules and benefit formulas
• Lead training sessions for new hires and mentor them as needed Willis Towers Watson, Philadelphia, PA August 2015 – December 2017 Analyst
• Complete benefit calculations for a major client’s implementation process
• Prepare funding and disclosure reports in compliance with the rules under ERISA The Savtiz Organization, Philadelphia, PA February 2014 – July 2015 Actuarial Associate
• Determine the best the actuarial assumptions to use for our models on a case by case basis in accordance with the accepted OPEB standards.
• Finalize FASB ASC 715-60 and 715-20 expense and disclosure reports EDUCATION
Millersville University – Millersville, PA 2009 - 2013 BS in Mathematics and a specialization in Statistics and Actuarial Sciences Minor in Economics
SKILLS
• CEBS accreditation
• Proficient with SQL, including functions such as join, group by, sum, other aggregate functions and stored procedures
• Experience with Tableau and Python, and integrating them with SQL
• Proficient with advanced data manipulation in Excel, as well as writing VBA code to increase efficiency
• Proficient with Microsoft Word
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