Anupriya Rakshit
Thane
Summary
An experienced Actuarial Analyst in US Pension valuations and benefit calculations, demonstrating meticulous attention to detail and a solid understanding of the retirement sector. Seeking a full-time position to leverage analytical and interpersonal skills and collaborate effectively within a team. An educational background in banking and insurance enhances analytical and financial expertise. Proficient in multitasking, effective communication, quick learning, and strong organizational skills contributing to improved project accuracy and efficiency.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Actuarial Analyst
WTW
10.2022 - Current
- Conduct actuarial valuations using client data, addressing inquiries to maintain accurate plan records.
- Familiar with various payment methods, including joint and survivor annuities, single life annuities, and tailored options.
- Prepare Funding, Expense, and Disclosure Reports.
- Worked on calculating benefits and Service Credits for diverse scenarios QDRO, Retired, and Terminated vested participants based on service, salary, plan provisions, eligibility criteria, vesting rules, and employment history.
- Assess company liabilities through gain and loss analysis.
- Apply complex benefit formulas, including final average pay, career average, and cash balance formulas.
- Possess knowledge of pension funding calculations, including minimum and maximum contributions and benefit restrictions, as well as funding target attainment percentages.
- Prepare and file Form 5500, ensuring ERISA and IRS compliance.
- Handle AFNs, SARs, Form 5558, PBGC, Schedule SBs, and SSA fillings.
- Serve as a Technical Reviewer for projects related to Government Forms like Schedule SBs and AFNs, ensuring accuracy and compliance.
Actuarial Valuations:
Benefit Calculations for DB plans:
Government Forms:
Technical Expertise:
Student Counselor
Narsee Monjee College Of Commerce And Economics
06.2022 - 08.2022
- Managed the administration and coordination of student courses, including overseeing exam details and backend operations. Ensured smooth execution of course schedules, maintained accurate records, and handled all logistical aspects related to examinations and coursework. Provided support in managing student information and resolving administrative issues to ensure efficient academic operations.
- Managed around 30 students a day and guided them through the best course for them taking into consideration their qualifications and interests.
Education
Business Economics (CB2) - Actuarial Science
Institute And Faculty of Actuaries
UK09.2023
B.com in Banking & Insurance - Banking And Insurance
SK Somaiya Degree College of Arts, Science& Comm.
Mumbai, India05.2021
Skills
- Numerical Data Analysis
- Problem-Solving
- Time Management
- Excellent Communication
- Multitasking Abilities
- Decision-Making
- Reporting skills
- Insurance industry knowledge
Accomplishments
- Led my department's inter-college fest as President, orchestrating and managing successful events.
Certification
- Successfully completed Excel Fundamentals for Data Analysis and Excel Skills for Data Analytics and Visualization Specialization on Coursera.
- Earned Financial Modelling and Valuation certification from Internshala.
- And Excel Fundamentals - Formulas for Finance certification from CFI.
Books, TV shows, Cooking and Travelling
Recently enjoyed reading The Palace of Illusions by Chitra Banerjee Divakaruni. This captivating retelling of the Mahabharata from Draupadi's perspective left a lasting impression. And, Vera Wong's Unsolicited Advice for Murderers by Jesse Sutanto, which I can briefly describe as Knives Out meets Kim's Convenience, absolutely lovely!
My last trip was in January to Ooty and Coonoor, and I plan to explore North India next in December.
Timeline
Actuarial Analyst
WTW
10.2022 - Current
Student Counselor
Narsee Monjee College Of Commerce And Economics
06.2022 - 08.2022
Business Economics (CB2) - Actuarial Science
Institute And Faculty of Actuaries
B.com in Banking & Insurance - Banking And Insurance
SK Somaiya Degree College of Arts, Science& Comm.
- Successfully completed Excel Fundamentals for Data Analysis and Excel Skills for Data Analytics and Visualization Specialization on Coursera.
- Earned Financial Modelling and Valuation certification from Internshala.
- And Excel Fundamentals - Formulas for Finance certification from CFI.
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