Daniel Rubio - Assistant Vice President Resume Simple
A highly motivated and results-oriented professional with over 10 years of experience in the financial services industry. I am a self-starter, and a team player who is attentive to detail.
  • administration, employee benefits, actuarial, benefits
  • actuarial
  • 2017-12-252017-12-25

    Assistant Vice President

    Southwest Medical Center

    • Developed and implemented a new administration system for the company. The first time was the company's 401K administrator. This allowed the company to Access the information to the database.
    • Regulatory filings. Coordinated with actuarial department to ensure proper coverage of benefits. Administered employee benefit programs. Supervised staff of five.
    • Prepared and filed quarterly and annual financial statements for the IRS. Prepared and filed form 5500 for all foreign clients.
    • Responsible for the preparation of the company's annual report and proxy statement. Maintained the stock exchange commission and the stock option plan.
  • 2017-12-252017-12-25

    Project Manager

    Southern Company

    • Created and maintained a database of all client information and data. Developed and implemented a new process to track and report on the performance of the firm.
    • Designed and implemented actuarial strategies for the firm. Successfully negotiated and managed the investment of a $1.3 billion dollar portfolio.
    • Analysis and reporting. Managed the financial planning and budgeting process for the firm. Developed and maintained the annual budget and quarterly forecasts.
    • Prepared monthly financial reports for senior management. Analyzed and interpreted financial data to provide variance analysis. Provided ad hoc analysis and reporting as needed.
    • Led the development of a new client-facing system to track and report on the effectiveness of the client's business.
    • Designed and implemented a new client-centric approach to the firm. This resulted in a more efficient and effective process.