Consultant at Oliver Wyman, US Life Actuarial Practice (2023-01 – Present)
- Advise life insurance and reinsurance clients on complex actuarial, financial, technology, and operational initiatives, translating quantitative analyses into practical recommendations for client stakeholders.
- Support ALM target-state design and integration planning for a major life insurance transaction, assessing current-state practices, defining cross-functional interactions across investments, pricing, risk, finance, treasury, and actuarial, and translating recommendations into a Day 1/Day 2 roadmap.
- Developed an interactive Power BI asset-liability management dashboard supported by a Python calculation engine, delivering risk, performance, asset-allocation, and Bermuda EBS metrics with dynamic currency drilldowns and decision-ready reporting.
- Supported implementation of a client policy administration system by identifying data-quality issues, improving system balancing, optimizing policy sampling, updating calculation tools, and documenting findings to inform conversion strategy.
- Supported a multi-year transformation for a U.S. life insurer, converting and testing annuity models across statutory and GAAP valuation, cash-flow testing, and FP&A use cases.
- Completed consolidation and regression testing of 11 Prophet models for annuity cash-flow testing and planning, coordinating issue resolution and validation across complex model components.
- Developed tools and repeatable processes to create model point files from input data and improve efficiency and consistency across modeling workflows.
- Evaluated financial and operational implications of New York licensure for a major reinsurer, including liability and asset-modeling requirements.
Analyst at Oliver Wyman, US Life Actuarial Practice (2022-01 – 2023-12)
Boston Campus Recruiting Lead at Oliver Wyman (2023-01 – Present)
- Lead Boston campus recruiting activities for 50+ candidates per cycle, coordinating across candidates, interviewers, recruiting teams, and firm leadership.
- Design and execute campus information sessions and recruiting events, creating presentation decks, structuring discussion content, coordinating logistics, and representing Oliver Wyman on campus.
- Lead and participate in candidate interviews and play a significant role in candidate evaluation and hiring decisions, while coordinating interviewer participation and recruiting-cycle communications.
Boston Office Events Lead at Oliver Wyman (2023-01 – Present)
- Lead planning and execution of monthly social programming and 4+ larger events annually, generating concepts and managing programming against the annual office events budget.
- Lead a small planning team and coordinate directly with venues, restaurants, activity providers, and other vendors on pricing, scheduling, communications, logistics, and participant experience.
- Plan complex local and destination experiences, including an annual three-office ski trip for 40 colleagues across Boston, New York, and Hartford, overnight trips to Provincetown, Six Flags, and Portland, a Red Sox outing, and volunteer programming.
