Lead Associate - Retirement - Actuarial at Willis Towers Watson (2023-08 – Present)
Actuarial Analyst experienced in managing global benefit valuations and financial reporting across complex jurisdictions (Germany, UK, and Ireland). Expertise includes IFRS/IAS 19 compliance, large-scale ERP system migration, and leveraging Document AI tools for data optimization. Proven ability to combine actuarial expertise with advanced technical and data mapping skills in an international context.
- Core Actuarial Valuations & Financial Reporting (Germany & IFRS/IAS 19) Technical Lead & Quality Assurance: Currently serve as the primary checker and reviewer of actuarial valuation results for the German team, ensuring quality assurance (QA) and regulatory compliance.
- Workflow Management & Mentorship: Responsible for managing the team's workflow (temporarily) and mentoring junior colleagues, providing technical guidance and support on complex cases.
- Conducted analysis and preparation of financial reports in strict adherence to IFRS and IAS 19 standards, supporting global financial disclosures.
- UK Regulatory Compliance & Specialist Calculations: Provided support to the UK team, contributing directly to complex benefit calculations, including the application of Factor Review methodologies.
- Gained specialist regulatory knowledge and practical experience with intricate UK pension rules, notably the GMP Equalisation (Guaranteed Minimum Pension Equalisation), ensuring full compliance.
- Ireland Team Support: Temporarily supported the Ireland Team for a four-month period, focused on performing specific actuarial valuations to assist with temporary workload demands.
- Successfully executed calculations under strict deadlines, maintaining output quality and consistency.
- ERP System Migration & Data Transformation: Key participant in a major ERP system migration initiative, working collaboratively with the UK-based implementation team.
- Executed essential data transformation tasks, utilizing proprietary in-house code and advanced Excel analysis to prepare data for transfer.
- Developed and followed detailed data mappings to ensure the correct matching and integrity of all variables during deployment into the new system.
- Document Intelligence & Process Automation (DocLLM Application): Utilized DocLLM (a Layout-Aware Generative Language Model or advanced Document AI tool) for a high-volume data extraction project from unstructured documents, primarily PDFs.
Actuarial Manager at Funcorsan (2020-12 – 2023-06)
- Prepare Technical Notes
- Prepare actuarial reports
- Perform Technical Provision Calculations
- Monitor monthly mathematical provisions, actuarial evaluation of benefit plans and the social security budget
- Prepare specific actuarial studies
- Monitor the Annual Actuarial Assessment
- Prepare the DA – Actuarial Statement
- Monitor ALM study
- Monitor changes to regulations and specific legislation
- Update Judicial Benefits and Reservations
- Assist and prepare data for PREVIC
- Prepare technical opinions for legal processes, making calculations in accordance with court orders
- Process and analyze the Entity's Database on a monthly basis
- Provide support in the development of new products
- Respond to the supervisory/audit/participants body
- Advisor to the Executive Board
- Develop strategic planning with other management
- People Management
Actuarial analyst at Família Previdência (2019-06 – 2020-01)
- Perform Technical Provision Calculations
- Monitor monthly mathematical provisions, actuarial evaluation of benefit plans and the social security budget
- Prepare specific actuarial studies
- Monitor the Annual Actuarial Assessment
- Assist and prepare data for PREVIC
- Benefit plan regulation review
Actuary and Actuary Manager at Funcorsan (2016-07 – 2019-05)
Junior Technical Analyst at AgroBrasil- Operadora de Seguro Agrícola (Agricultural Insurance Operator) (2015-10 – 2016-06)
- Development of products in the field of Agricultural Insurance
- Various analyzes of the insurance portfolio using historical data segmented by interest
- Technical support (products) to other departments
- Support in various analyzes via Excel, on demand, including to other departments
- Monitoring of prize returns
Financial controller at Hospital Moinhos de Vento (2015-05 – 2015-09)
- Information support for HMV decision makers
- Update the information system regarding data and information generated by the areas, in order to keep the Institution informed about the monthly results of each HMV cost center
- Preparation of presentations and monthly control and analysis reports (budgets and management), containing information, explanations and interpretations of results and changes occurring in the period, ensuring that they reflect the economic and financial situation of the Institution
- Control of the PROADI-SUS budget related to the Restinga Hospital Project
Financial analyst at Hospital Moinhos de Vento (2014-10 – 2015-04)
Data Analysis
Actuarial Intern at Invest Seguradora (Insurance Company) (2014-01 – 2014-05)
- Assistance in calculating Technical Provisions and Minimum Capital Required
- Preparation of FIP Tables and statistical tables
- Manipulation of files in Excel
Insurance technical intern at Sicredi (2013-09 – 2013-12)
- Assistance to cooperatives in filling out and sending supplementary claim notification documentation, via email
- Telephone assistance explaining the claim process (regarding claim settlement)
- Registration and Search in the Claims System
- Registration and sending of checks of a compensatory nature (receipt of payment to the beneficiary)
- Assistance in filling out insurance forms
- Verification of documentation for the claim procedure
Scholarship at UFRGS (2011-06 – 2011-12)
- Registration of Undergraduate Diplomas
- Inclusion of data in the Access system
- Service to students and educational institutions
Scholarship from the National Council for Scientific and Technological Development at UFRGS & CNPQ (2012-07 – 2013-07)
- Scientific Initiation Scholarship in the area of Financial Administration
