Jul 2022 – Present · 3 yrs 10 mos

• Lead enterprise-wide data analytics and business intelligence strategy for a multi-line insurance brokerage, managing data infrastructure, automation, and driving insights across all business units.
• Designed and deployed 15+ executive Power BI dashboards that transformed raw insurance and financial datasets into real-time insights, enabling data-driven forecasting and performance tracking across insurance portfolios
• Engineered Python-based automated financial reconciliation system that reduced month-end close time by 80% (from multiple days to hours)
• Built robust ETL data pipelines using Power Query, and Excel automation that improved data accuracy from 65% to 90%+ across all business units, standardizing reporting for 50+ stakeholders
• Applied machine learning models (regression, time series forecasting) for premium prediction and scenario simulation, improving forecasting accuracy by 70% and supporting strategic planning initiatives
• Implemented end-to-end workflow automation using Power Automate, SharePoint, and VBA that cut operational cycle times by 50%, saving 20+ hours per week across departments
• Delivered comprehensive training programs on Power BI, Excel, and analytics best practices to 30+ employees, increasing analytics adoption
• Partner with executive, finance, and operations teams to drive data governance initiatives, digital transformation roadmap, and reporting modernization across the organization
• Architecting an end-to-end insurance quoting and policy lifecycle platform on Power Apps, Power Automate, and SharePoint, spanning client enquiry through renewal management across 14 integrated data modules, currently in executive approval stage

Mar 2022 – May 2023 · 1 yr 2 mos

• Led IT operations, infrastructure management, and digital transformation initiatives for the entire organization during critical transition period.
• Managed IT infrastructure, user support operations, and vendor relationships across 100+ users, ensuring 99%+ uptime and rapid issue resolution for business-critical systems
• Spearheaded upgrades to internal broking and communication systems.
• Automated reporting and auditing processes using VBA and AutoIT, increasing team productivity by 50%
• Collaborated with senior leadership, finance, and operations teams to establish data governance frameworks and align IT strategy with business objectives

Oct 2021 – Apr 2022 · 6 mos

• Supervised account management team and drove operational excellence across corporate insurance portfolios.
• Managed team of 10 Account Assistants, maintaining 98%+ departmental performance through coaching, process improvements, and performance tracking
• Produced executive-level management reports and dashboards that enabled data-informed decision-making and identified cost-saving opportunities
• Implemented automated policy renewal workflows that reduced operational costs by 20%

Jan 2018 – Sep 2021 · 3 yrs 8 mos

• Performed actuarial valuations, reserve calculations, and product pricing analysis across multiple insurance product lines.
• Executed monthly valuation runs and reserve calculations for life insurance, annuities, and health products, ensuring regulatory compliance and accurate financial reporting
• Developed VBA/Excel automation tools for fund management and actuarial reporting that reduced processing time by 95% (from multiple days to hours) and eliminated calculation errors
• Conducted product re-pricing analysis and profitability assessments that informed strategic pricing decisions and improved product margins
• Delivered reserve assessments and collaborated with reinsurance partners and finance teams to ensure compliance with local and international standards (IFRS 17)

May 2016 – Dec 2017 · 1 yr 7 mos

• Conducted mathematics tutoring sessions for secondary school students from Form 1 to Form 6.
• Delivered personalized tutoring in mathematics, helping students improve grades and develop analytical problem-solving abilities
• Developed teaching materials and practice exercises tailored to individual student needs and learning styles

Mar 2014 – May 2015 · 1 yr 2 mos · Port of Spain, Trinidad and Tobago · On-site

• Conducted lapse, mortality, and expense studies to improve actuarial models.
• Built VBA calculators and improved projection accuracy by 40%.

Mar 2013 – Feb 2014 · 11 mos · On-site

• Validated financial reports using Excel and VBA.
• Supported actuarial work on pensions and life contingencies.