Amy Sundstrom

Experience

• 

  Transamerica

  Jan 2009 - now

  Head of architecture for Financial Assets and Shared Services (Telephony, Workflow, Digital Print and Data).• Managed the DevOps and Cloud Engineering team for Individual Solutions and guided its merger into a centralized team in 2023.• Defined architecture process and documentation for Transamerica Individual Solutions.• Active participant in the Architecture Review Board.• Partnered with business stakeholders to create multi-year roadmaps tying business and IT strategy together.• Implemented a data mesh on AWS using Lake Formation for a data governance centric approach to cross account data sharing for BI & Analytics. • Continued to mature and expand our AWS data lakes, implementing AWS native data solutions for the Financial Assets line of business. Show less Transamerica Technology Individual Solutions Data Architecture. • Defined the data strategy, including data sourcing, modeling, and metadata management. • Head of the Data Center of Excellence, tasked with reviewing and approving data design for all projects.• Partnered with the Life Customer Experience team leveraging Domain Driven Design to drive the definition of curated data domains.• Consolidated multiple data lakes to a single lake employing a lake house architecture in AWS. Implementing an open-source model for development across various engineering teams within Transamerica Individual Solutions.• Managed the centralized data engineering function for Individual Solutions. Show less Serving as the liaison between Finance/Actuarial and IT to develop and execute a data and information management strategy that supports Transamerica's vision for Finance and Actuarial Modernization. • Implemented an enterprise governance operating model, which included working with the business to identify the correct approvers and stakeholders, writing policies, building SharePoint and Confluence sites, giving presentations to various business areas and senior managers about data governance and architecture, and gaining agreement on term definitions and data policies from a large, diverse group of business leaders. • Implemented and matured Transamerica’s instance of Collibra (Metadata Management Tool). This included merging our software instance and operating model with the Global AEGON instance, as well as determining what additional metadata we wanted to capture and how it should be stored in Collibra (what assets to use and how to relate the assets to better show traceability and increase user experience).• Expanded my management skills: managed 40 dotted line reports, including status updates and issue resolution.• Worked closely with our lead Data Architect to refine and expand the logical enterprise data model and with the business SMEs to fit financial accounting and actuarial data requirements to the enterprise model. Show less Model Development Team for Life Products• TAS to MoSes conversion for the I&R Fixed Deferred Annuity models (100+ actuarial models) – This included creating a project plan, identifying opportunities for parallel workflows, delegating tasks to team members and WNS, documenting the process and training WNS.• Software Evaluation for LA UL models – Part of a team that represented Modeling, Pricing, and Valuation to test AXIS and Prophet and to determine the Pros and Cons of each software for the LA UL models.• Created the MoSesFAQ mailbox – including researching and laying out how the mailbox should be used and how requests should be handled. It provides the development team with a central point to receive work requests, collaborate with other teams, and spread knowledge to every MoSes user. To improve this process, we moved from Outlook to JIRA after extensive testing and research.• Version Control MoSes models – Assembled and implemented a plan to use the SVN Repository to version MoSes applications. This included creating a Business Requirements document, process flows for current and proposed future states pinpointing touch points between teams (Development, Modeling, and Change Management), putting together presentations to sell the change in process to all effected teams, running pilot tests with a subset of effected users, and providing training and support on the software and new process.• AXIS Conversion – Created process flows to view the current and proposed future state of the model, created a user interface, and wrote Python code to populate the AXIS model from the user interface. Show less Actuarial Projections/Modeling for Closed Blocks and Open Universal Life• Updated MoSes models (both Asset-Liability, Asset-Only, and Liability), built inforce, and reviewed output from runs for all major projects for Cedar Rapids Universal Life, Monumental UL, and Payouts (CFT, MVN, Unlocking, QE, Sensitivities, LRT, EV) while creating documentation to streamline the quarterly process.• Expanded my management skills: managed one full time report and 4 interns. • Created a training structure, documents, and trained new hires in our Best Practices and Tools.• Led many projects to improve and streamline processes (Validation workbook, Standard Analysis Template, MoSes 6.2 conversion, Best Practice Committee). Show less

  • Sr Manager, Software Engineering - Financial Assets and Corporate Systems

    May 2024 - now

  • Sr Manager, Enterprise Architecture - Financial Assets & Shared Services

    Nov 2021 - Jun 2024

  • Lead Solutions Architect

    Aug 2020 - Nov 2021

  • Sr Solutions Architect

    Jan 2019 - Aug 2020

  • Lead Data Governance Analyst

    Apr 2017 - Jan 2019

  • Senior Actuarial Tech

    Jun 2014 - Apr 2017

  • Actuarial Analyst

    Nov 2009 - Jun 2014

  • Actuarial Intern

    Jan 2009 - Nov 2009