Resume

Actuarial Specialist | IFRS 17 Valuations, Cell Captives and Capital Modelling

Professional Summary

Actuarial Specialist with experience since 2019 across cell-captive insurance, credit-life portfolios, IFRS 17 actuarial reporting, SAM reporting, employee benefit valuations, and investment analytics.

My current work covers actuarial reporting cycles, valuation result analysis, best estimate liabilities, risk adjustment, liability for remaining coverage, CSM-related analysis, Analysis of Surplus, experience investigations, capital analysis, model output review, reconciliations, quality assurance, and audit-ready reporting support.

I use R, Python, SQL, VBA, and advanced Excel to improve actuarial production, strengthen controls, and develop reproducible analytical workflows.

Professional Experience

Actuarial Specialist — Cell Captives

Old Mutual Alternative Risk Transfer (OMART), Sandton
April 2023–Present

  • Deliver IFRS 17 actuarial reporting for cell-captive portfolios, including credit-life and disability business, across monthly, quarterly, and annual reporting cycles.
  • Analyse best estimate liabilities, risk adjustment, liability for remaining coverage, CSM-related movements, cohort results, new business impacts, profit emergence, and Analysis of Surplus.
  • Review actuarial and Prophet-related outputs, investigate unusual movements, reconcile results to downstream reporting, and support improvements to the valuation process.
  • Lead SAM reporting and capital analysis, including available capital, cover ratios, model alignment, and governance checks.
  • Perform claims and exposure analysis across mortality, morbidity, retrenchment, arrears, reinstatements, settlements, premium adjustments, IBNR, and reporting delays.
  • Apply first-line quality assurance through data validation, reasonability checks, reconciliations, controlled review layers, and documented resolution of discrepancies.
  • Support audit and formal reporting requirements with clear technical explanations, supporting schedules, process documentation, and evidence of controls.
  • Automate data flows and reporting processes using Python, R, SQL, VBA, and Excel.

Actuarial Analyst — Asset Consulting

Simeka Consultants & Actuaries, Sandton
February 2021–April 2023

  • Produced portfolio monitoring and management reports covering investment returns, volatility, asset allocation, benchmark performance, and portfolio movements.
  • Developed dashboards and Excel-based reporting tools that improved the consistency, automation, and interpretation of recurring client reports.
  • Prepared investment commentary and analysis supporting trustee decisions, strategy reviews, and portfolio governance.
  • Assessed market movements, investment manager performance, and asset-class exposures for institutional clients.

Actuarial Analyst — Employee Benefit Valuations

Simeka Consultants & Actuaries, Sandton
February 2019–January 2021

  • Prepared data, assumptions, and supporting analysis for defined benefit, defined contribution, IAS 19, and other employee benefit valuations.
  • Calculated liability projections and actuarial reserves, and contributed to valuation reports, surplus analyses, pension increase reviews, and Section 14 calculations.
  • Performed experience investigations covering mortality, expenses, contributions, and liability movements.
  • Conducted data validation, reasonability checks, and reconciliations to support accurate and complete valuation results.

Selected Achievements

  • Managed full-year dividend and valuation reporting, including liquidity monitoring and the classification of complex settlement and lapse movements.
  • Led a SAM model-alignment project with external consultants to update the valuation to the December 2025 position.
  • Investigated expense reserve bases and liability positions and reallocated risk adjustments to resolve audit queries.
  • Developed Python automation that reduced valuation-cycle effort and improved the reliability of actuarial data flows and reconciliations.
  • Strengthened governance through improved process documentation, quality controls, and audit-ready evidence.
  • Produced analysis that informed board-level decisions, capital discussions, and performance reviews.

Technical Capabilities

Actuarial and financial reporting: IFRS 17 valuations, SAM reporting, best estimate liabilities, risk adjustment, LFRC, CSM analysis, Analysis of Surplus, experience investigations, reserving inputs, capital analysis, and audit support.

Modelling and production: Prophet Professional, Prophet Enterprise, model output analysis, result reconciliation, valuation controls, and actuarial process improvement.

Data and automation: R, Python, SQL, VBA, advanced Excel, automated data workflows, reproducible modelling templates, dashboard development, and quality-control automation.

R experience: survival analysis, generalised linear models, random forests, stochastic modelling, and data manipulation with the tidyverse.

Education

BSc (Honours), Actuarial Science

University of the Witwatersrand, 2018

BSc, Actuarial Science and Mathematical Statistics

University of the Witwatersrand, 2015–2017

Actuarial Progress

Completed subjects include A111 (CT3), A112 (CT7), A113 (CT2), A211 (CT1), A213 (CT5), A214 (CT8), and A311 (CA1), or their equivalent core subjects.

Completed the CS2 examinations in April 2026 and currently progressing toward F105 and the remaining fellowship requirements.