Daniel Worrell
Brookpark,Ohio
Summary
Detail-oriented financial professional with expertise in Excel and accounting standards. Specializes in valuation reporting, compliance facilitation, and risk analysis while enhancing organizational performance through collaboration and data visualization. Delivers insights that ensure regulatory adherence and drive informed decision-making.
Overview
3
3
years of professional experience
5
5
Certifications
Work History
Pension Valuation Speacialist
Sagicor
04.2023 - Current
- Conducted due diligence on a portfolio of over 300 companies to determine whether their pension funds comply with regulatory bodies.
- Consistently exceeded expectations for 3 years in a row, boosting team performance.
- Provided training to team members and supervisors to improve overall performance and efficiency.
- Generated reports with International Accounting Standards 19 (IAS19) data on client pension fund values and submitted them to the plan’s actuary, including Wind-up Valuations and Triennial Valuations.
- Prepared detailed valuation reports for clients and stakeholders, ensuring clarity and compliance with regulatory standards.
- Utilized valuation and Excel software to streamline analysis and reporting processes.
- Collaborated with other professionals, such as accountants, actuaries, or administrators, during the valuation process.
- Created detailed technical reports highlighting findings to diverse stakeholders.
Financial Risk Analyst
Sagicor
03.2025 - 07.2025
- Developed financial models and dashboards to measure and report on risk exposures while facilitating stress testing to evaluate potential adverse impacts on the company’s earnings and capital.
- Conducted comprehensive risk assessments across various subsidiaries, confirming adherence to regulatory frameworks and internal policies.
- Prepared detailed reports summarizing risk assessments, providing stakeholders with clear insights for informed decision-making.
- Developed in-depth reports, which delivered improved visibility and enabled better control of credit risk.
- Maintained historical data for risk analysis and supported continuous improvement of risk management processes to enhance organizational decision-making capabilities.
- Collaborated with cross-functional teams to develop risk assessment strategies.
- Utilized risk management software to track and analyze risk metrics.
Valuation Technician
Sagicor
09.2022 - 03.2023
- Reviewed valuation statements, premium billings, and annual reports to ensure accuracy and compliance for pension plans.
- Collaborated with team members to align project objectives and consistently meet deadlines.
- Utilized advanced technical skills to troubleshoot complex issues and implement effective solutions.
Education
Bachelor of Science - Economics With Mathematics (Honors)
The University of The West Indies
Associate of Science - Accounting, Economics, Pure Mathematics
Queen's College
Skills
- Valuation analysis
- Financial modeling
- Risk strategies
- Financial reporting
- Regulatory compliance
- Accounting standards
- Excel proficiency
- Data visualization
Certification
Portfolio and Risk Management - University of Geneva
Data Science - Udemy
Java Certification - Simplilearn
Project Management Essentials - Howard University
Entrepreneurship Essentials - Harvard Business School
Affiliations
Volunteer - The Deaf Heart Project
Timeline
Financial Risk Analyst
Sagicor
03.2025 - 07.2025
Pension Valuation Speacialist
Sagicor
04.2023 - Current
Valuation Technician
Sagicor
09.2022 - 03.2023
Bachelor of Science - Economics With Mathematics (Honors)
The University of The West Indies
Associate of Science - Accounting, Economics, Pure Mathematics
Queen's College