Managing Director and Employed Actuarial Consultant

Improved Solvency II software, year-end closing (HGB, SII), process optimizations, pricing, SQL- and Python-based reports (AXA Germany).

Performed reconciliations for contract maturity benefits; specified and tested the policy administration system for a product launch (Youplus).

Redesigned the Solvency II model, implemented in Python with model extensions; testing and documentation (pension funds).

Improved RAFM model quality; developed methodology; documentation; optimized reporting and planning processes; automated with Excel and Oracle-SQL (on COR-Life); implemented life reinsurance treaty; validated metrics in the policy administration system (SV Versicherung).

Supported as project manager and senior actuary in developing an actuarial projection tool and in the IMAP process with the regulator. Guided the reporting team on tool use; carried out analyses; developed methodologies; designed processes; coordinated with IT, asset and risk management (Allianz Leben).

Solvency II risk capital reporting project: validated data submissions, prepared analyses for management and regulator, developed tools, improved processes and documentation. Trained team members (Aegon group).

Together with our partner, I built KPMG Switzerland’s actuarial team. My clients were Swiss life insurers, and I worked closely with audit, management consulting, corporate transactions, legal, tax and IT colleagues on projects such as:

• Optimizing the actuarial reporting process with a focus on better controls, automation and reduced production time—also for SII requirements
• Due diligence at two insurers in the EU
• Audit work: adequacy of reserves, MCEV calculations, risk capital focusing on assumptions and controls
• Valuation of reinsurance treaties for pension funds
• Expert report on cost allocation for a group life book

In 2013, I was elected to the pension fund board of KPMG and served on the investment committee managing about CHF 500 million.

In this role, I supported Zurich Group’s growth initiatives by designing necessary analyses for management. I created standard reports, designed databases and set up feedback processes.

My responsibilities in the reporting team included:

• Drafting quarterly EV reports for external financial statements and creating them in the layout tool with quality control
• Advancing EV methodology, implementing the new MCEV standard for the group, especially on CRNHR
• Representing Zurich on the MCEV working group at the CFO Forum
• Supporting local units with reporting and validating data submissions

I closely collaborated with colleagues in risk management, asset management and solvency calculations who relied on my analyses.

• Independently carried out a case study for introducing an ALM system in the group
• Modeled a local unit’s portfolio in Prophet Life-DFA and analyzed investment strategies using various metrics
• Led the life segment of the group-wide Swiss Solvency Test field test, including training sessions and analyzing results
• Modeled reinsurance treaties to optimize retention