Data Analysis Operations Manager

GINA WALLICK

***********@*****.*** 970-***-****

Fort Collins, CO 80525

Actuary

Analytical professional with meticulous attention to detail and proven success manipulating mathematical / statistical tools to facilitate sound decision-making based on data analysis. Proactive collaborator with history of contributing to an inclusive culture, orchestrating action, and achieving results in fast-paced environments. Capable of overseeing the valuation process and identifying areas for improvement.

KEY SKILLS

Data Analysis / Modeling

Advanced Excel

Actuarial Valuations

Math & Statistics

Pattern / Trend Identification

Sound Judgment

Problem Solving

Communication & Collaboration

Business Acumen

ACTUARIAL EXPERIENCE

Bacon & Woodrow YYYY – YYYY

ACTUARIAL VALUATIONS CENTRE OPERATIONS MANAGER

Use analytical, critical thinking, and communication skills to provide exceptional customer service to internal and external customers while overcoming issues and streamlining processes.

Developed and managed the annual valuation schedule for the Valuation Center, ensuring timely and accurate delivery of services to clients.

Project-managed the annual valuation cycle and all other work in the Valuations Center, ensuring efficient and effective resource allocation.

Liaised with clients to resolve any issues that may have delayed their valuation progress and provided regular updates on valuation status.

Matched resources with the work to be done over the short and long term, identifying and addressing resource imbalances at the earliest opportunity.

Monitored actual hours against expected hours for each valuation, identified and investigated deviations, and communicated these to the technical manager.

Identified areas of weakness and development / training needs, providing recommendations for Valuations Center team goal-setting and delivering constructive performance reviews.

Developed a thorough understanding of the valuation pricing model, utilizing this knowledge to provide insights and recommendations for improving valuation processes and outcomes.

Goodhealth Worldwide YYYY – YYYY

ASSISTANT UNDERWRITER & ANALYST

Provided underwriting support to acquire and retain profitable business, ensuring underwriting decisions were technically sound and commercially aware, analyzing loss ratios, and providing recommendations on policy pricing using actuarial and statistical methods.

Supported the acquisition and retention of profitable business by maintaining Goodhealth's underwriting standards in line with the business plan.

Ensured underwriting decisions were consistent, technically sound, and commercially aware, utilizing established actuarial and statistical methods to provide detailed analysis of loss ratios and policy pricing recommendations.

Devised non-standard new business quotations, underwrote new business, and resolved customer queries concerning underwriting issues.

Assisted with producing regular management reports on underwriting performance, analyzing data, and providing insights into areas for improvement.

Documented underwriting procedures and coached staff on underwriting issues and requirements, ensuring team consistency and quality of work.

Conducted research to stay informed about the market and competitors, providing recommendations and insights to the underwriting team.

Utilized technical skills in data analysis and modeling to support underwriting decisions and improve overall underwriting processes.

Alexander Forbes YYYY – YYYY

ACTUARIAL ASSISTANT – PENSIONS / EMPLOYEE BENEFITS

Prepared pension valuations, statutory valuations, individual benefit calculations, and investment return calculations for pension fund members to be signed off by Head Actuary.

Conducted data analysis using advanced Excel skills and actuarial valuations to evaluate large datasets, identify trends, and develop actionable insights.

Built and maintained relationships with internal and external partners, implemented visualizations and dashboards, and conducted competitor research, software testing, and medical insurance quotations.

OTHER EXPERIENCE

PROGRAM SPECIALIST – ENERGY SOLUTIONS, Platte River Power Authority, 2019 – Present:

Utilize analytical and critical thinking skills to improve the customer experience by analyzing feedback and identifying areas for improvement.

Develop and maintain surveys and dashboards in Excel, drawing on technical skills in software and report building to support program improvements.

Support executive-level managers with Distributed Energy Resources (DER) meetings and RFP candidate scoring and interviews as Assistant to the DER Committee, facilitating successful outcomes by bridging communication among stakeholders.

DIRECTOR, Curious Minds International School, 2009 – 2019:

Managed team with excellent employee retention / engagement, using constructive feedback, setting performance goals, and championing diversity, equity, and inclusion (DE&I).

Steered all aspects of accounting and finance, including budget administration, financial planning and forecasting, computer and database management, resource allocation, purchasing, and compliance.

EDUCATION & CREDENTIALS

MASTER OF EDUCATION – MATH SPECIALIZATION University of South Africa

BACHELOR OF ACTUARIAL SCIENCES University of Pretoria

RELEVANT CERTIFICATES & PROFESSIONAL DEVELOPMENT:

Institute of Actuaries: Exam 107 and 108 Visual Basic Advanced Diploma MS Access Certificate Advanced Excel Certificate Power BI Bonds, Equity, and Futures Certificate Various Teaching-Related Certificates

TECHNOLOGIES:

MS Office Suite (Word, Excel, PowerPoint, Access) Adobe Salesforce

LANGUAGES:

English Afrikaans Italian French

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