Montoux

I advocate for client needs, including developing requirements, defining timelines, and prioritizing development.

I lead internal and client-facing meetings, including working groups, steering committees, and subject matter expert discovery sessions, to ensure alignment and eliminate roadblocks.

I develop and deliver training curriculum to ensure effective adoption of the platform.

I create documentation and user manuals to ensure effective onboarding for new users, appropriate support for model governance, and up-to-date documentation of platform and use case configuration.

Director of Customer Success

Ameriprise Financial Services, LLC

Supported Prophet model design and build for risk products.

Initiated Model Development Life Cycle principles for Risk team.

Designed and executed User Acceptance Testing plans for Risk models in Prophet actuarial system.

Prophet Modeler

Slope Software

Designed and executed marketing plans and content creation: content calendar and collateral such as blogs, case studies, website content, knowledge base articles, and regular customer and investor communications.

Demonstrated product capabilities via demonstration webinars, training videos, and written documentation.

Chief Product Evangelist

SJM Copywriting

I create intellectual assets that increase customer satisfaction, improve employee engagement, and enhance industry reputation.

I'm basically a nerd with a pen. Literally, a pen for first drafts, but not final copy, because only 2 people in the world can read my handwriting.

So what are "intellectual assets"? Long-form written content like blog posts, white papers, business plans, website content (landing pages, FAQs, About Me pages, etc), books, and anything else longer than social media posts. Look, social media is great for getting you TO a website. What they do AFTER they get there, well, that's where I come in.

See below for examples of content and the combination of "nerdy" topics and good writing.

Freelance Copywriter

Reinsurance Group of America, Incorporated

Monthly, quarterly, and annual reporting including Asset Adequacy Analysis for Global Financial Solutions line of business.

Developed and implemented model governance structure, including planning and prioritization of model enhancements using Prophet, MG-ALFA, Microsoft Excel, and SQL.

Process improvement and model management for more efficient quarterly close processes.

Associate Actuary

OneAmerica Financial Partners Inc.

Lead team of 2 preparing quarterly financial reporting.  Review experience studies, reserve factor assumption setting processes, and corporate financial reporting.  Individual project to plan, develop, and test a new Financial Model system.

Senior Associate Actuary

Manage the cash flow models of Assets and Life Insurance products.  Lead a team of 3 modifying and updating current models.  Review special projects / upcoming requirements such as C3 Phase 3, Principles-Based Reserve, and (potentially) the  Own Risk and Solvency Assessment.

OneAmerica

Perform liability model management, including projections of product cash flows and scenario files.  Incorporate assumption-setting, experience review, documentation, and model enhancement.

Design and price new combination insurance with long-term care and annuities with long-term care.

Assistant Actuary

Retirement Services and Individual Divisions, performing actuarial functions of modeling and forecasting.  Included experience analysis, model building, and summary reporting.

Actuarial Student

Project SEED

Use Socratic methodology to teach alegbra and pre-calculus to 4th, 5th, and 6th grade students.

Mathematics Specialist

I am a whole-brain, big-picture thinker. I love to look beyond the trees to see the forest, and ask, "What now? What do we do with all this data?"

I am a storyteller by nature, actuary by training. I am a calculated risk-taker, and encourage others to do the same.

One of my goals is to make smart professionals like actuaries, data scientists, and engineers as well-known and well-respected as doctors, lawyers, and the clergy. As such, I enjoy helping others to learn better communication skills and broader problem-solving strategies, so that they too will be able to think that "good enough isn't" and get better in whatever they attempt.

Taplio

Stephan Mathys's Linkedin Analytics

Stephan Mathys

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