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Financial Model Developer
David Wallace
,
Haddington, United Kingdom
Experience
Other titles
Skills
I'm offering
I am a Life and Pensions Expert with 20 years of financial services experience. i specialise in pension calculations and financial model/software design.
I've recently been working on the implementation of a new pensions administration system for a client. I've given my expertise on calculation design, development and testing.
I have extensive experience in the design and programming of models for multi-million pound remediation projects at a large Financial Services client.
I've recently been working on the implementation of a new pensions administration system for a client. I've given my expertise on calculation design, development and testing.
I have extensive experience in the design and programming of models for multi-million pound remediation projects at a large Financial Services client.
Markets
United Kingdom
Links for more
Once you have created a company account and a job, you can access the profiles links.
Language
English
Fluently
Ready for
Larger project
Ongoing relation / part-time
Full time contractor
Available
My experience
2017 - 2020
temp
Calculations Analyst
Royal London.
(Contract)
• Liaise with business at all levels to gather requirements and give advice for all manner of pension calculations
and legislation.
• Contributed towards building and testing Money Purchase pensions illustration system.
• Advised upon and wrote calculations specification for use of Brent's iterative method to calculate Money
Weighted Rate of Return (MWRR). Brent's method will improve the efficiency of these calculations
substantially.
• Wrote technical calculation specifications and designed test tools in Excel/VBA for pension calculations across
the business.
• Checked and signed-off calculation design and code of other team members.
• Created test plans and test scenarios for calculations in addition to carrying out testing and defect analysis.
• Large data mapping and transformation exercise carried out for illustration calculations.
• Liaise with business at all levels to gather requirements and give advice for all manner of pension calculations
and legislation.
• Contributed towards building and testing Money Purchase pensions illustration system.
• Advised upon and wrote calculations specification for use of Brent's iterative method to calculate Money
Weighted Rate of Return (MWRR). Brent's method will improve the efficiency of these calculations
substantially.
• Wrote technical calculation specifications and designed test tools in Excel/VBA for pension calculations across
the business.
• Checked and signed-off calculation design and code of other team members.
• Created test plans and test scenarios for calculations in addition to carrying out testing and defect analysis.
• Large data mapping and transformation exercise carried out for illustration calculations.
Design, Excel, Illustration, VBA, Test, Data mapping, Transformation, Analyst, Testing, Pension, Calculations
2011 - 2017
freelance
Actuarial Consultant
Scottish Widows.
(Contract)
• Designed and wrote Actuarial and technical specifications for software to be used in the calculation of pension
and life policy rectifications.
• Carried out programming in Excel VBA, MS Access, IBM DB2 and MS SQL Server to develop software to calculate remediation in pension and life policy rectifications. Software programmed efficiently to run swiftly
for hundreds of thousands of policies for bulk remediation exercises.
• Represented Actuarial across the business to assist in developing solutions to rectify business mistakes and unsuitable financial advice.
• Wrote papers to define project scope and suggest solutions. Both technical Actuarial documents and simplified
versions for wider project working group.
• Designed Excel VBA Models with SQL Server database back end to carry out remediation project on 150
million rows of unit movement data.
• Converted software written in MS Access to more efficient and easier to manage software using SQL Server.
• Designed and wrote Actuarial and technical specifications for software to be used in the calculation of pension
and life policy rectifications.
• Carried out programming in Excel VBA, MS Access, IBM DB2 and MS SQL Server to develop software to calculate remediation in pension and life policy rectifications. Software programmed efficiently to run swiftly
for hundreds of thousands of policies for bulk remediation exercises.
• Represented Actuarial across the business to assist in developing solutions to rectify business mistakes and unsuitable financial advice.
• Wrote papers to define project scope and suggest solutions. Both technical Actuarial documents and simplified
versions for wider project working group.
• Designed Excel VBA Models with SQL Server database back end to carry out remediation project on 150
million rows of unit movement data.
• Converted software written in MS Access to more efficient and easier to manage software using SQL Server.
Sql, Excel, SQL Server, Database, VBA, DB2, Access, Software, Server, Pension
2008 - 2011
job
Business Support Analyst
Adam & Company.
• Provided analysis, support and software development for approximately 360 staff across the UK.
• Carried out development on share dealing system and front-end portfolio viewer for third party fund
administration in VB6 hooking into mainframe banking system which increased usability and productivity.
• Designed and wrote new software in C#.NET and SQL as an MS Office add-in which archived MS Office files
directly to Laserfiche Document Management System indexed against information from the banking system.
• Gathered business requirements from internal clients, working to demanding deadlines.
• Tested software and peer reviewed code written by colleagues.
• Involved in departmental projects to enhance pre-existing software in VB6, VB.NET and SQL.
• Oversaw large software and database migration from Laserfiche to OnDemand image archiving solutions.
• Carried out development on share dealing system and front-end portfolio viewer for third party fund
administration in VB6 hooking into mainframe banking system which increased usability and productivity.
• Designed and wrote new software in C#.NET and SQL as an MS Office add-in which archived MS Office files
directly to Laserfiche Document Management System indexed against information from the banking system.
• Gathered business requirements from internal clients, working to demanding deadlines.
• Tested software and peer reviewed code written by colleagues.
• Involved in departmental projects to enhance pre-existing software in VB6, VB.NET and SQL.
• Oversaw large software and database migration from Laserfiche to OnDemand image archiving solutions.
Banking, Vb, Office, Software, Development, Usability & UX, Analyst, Support, Mainframe, Net, Sql, Management, Vb.net, Database, C, Usability, Software development, MS office, Administration, .Net
2002 - 2003
job
Senior Pensions Administrator (Team Manager)
Scottish Life.
Administrator, Manager
2001 - 2002
freelance
Pension Consultant
PriceWaterhouseCoopers.
Pension
My education
1996
-
2000
University of Glasgow
Bsc Honours, Mathematics
Bsc Honours, Mathematics
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