Ciara Jaramillo

Experience

• 

  WealthPlan Partners

  May 2016 - Aug 2016

  Financial Assistant

  -Recruited several new clients for the company & updated existing customer’s stock portfolio information on a weekly basis.

• 

  Travelers

  Jun 2017 - Aug 2017

  Claim Intern

  -Analyzed and organized data presented within the claims customer interface and decreased the volume of errors.

• 

  Great-West Financial

  Jun 2018 - Aug 2018

  Actuarial Intern

  -Redesigned the fund regression model to project fund performance for Variable Annuity products by acquiring fund’s key performance indicators and deriving parameters that optimally fit the model.

• 

  FCCS

  Sept 2019 - Sept 2022

  -Designed Client Data Submissions: Re-designed annual insurance data collection to address clients needs and reduce client time spent on completion. Utilized HTML Scripting to develop new intake data collection forms within risk software, conducted risk analysis to ensure client data submitted matched insurable risks, created variety of submissions for underwriter partners from reviewed data warehoused within risk software.-Tableau Software Integration: Led implementation of Tableau Software at company. Worked with team internally to address the lack of data visualization tools and executed software integration. Post-software integration, used Tableau to build out visuals for underwriters/business partners to address client insurable risks.-Process Automation: Conducted internal reviews of annual projects to consider process improvements. Developed macros using Excel VBA to automate old processes and reduce project time by 50%. Show less

  • Risk Analyst

    Jun 2021 - Sept 2022

  • Risk Management Coordinator

    Sept 2019 - Jun 2021
• 

  Protiviti

  Oct 2022 - now

  • Manager

    Jul 2024 - now

  • Senior Consultant - Risk & Compliance Analytics

    Oct 2022 - Jul 2024