James Lanford

Experience

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  Evanston Vineyard Christian Fellowship

  Jul 2000 - Jul 2001

  Booktable Manager

  Update/initiate bookkeeping practices and streamline sales policiesMaintain $6,000.00 inventory of books, music, and suppliesPrepare weekly deposits, monthly sales reports, and quarterly tax forms

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  Northwestern University - Conference Planning

  Jul 2001 - Jul 2002

  Conference & Program Assistant

  Organize and implement the hiring and training of summer staffAllocate dormitory, dining hall, and meeting space to groups with competing interestsCoordinate Housekeeping, Campus Centers and Partners in the successful delivery of conferencesNegotiate contracts with clientsProvide information for conference attendeesProvide tours and information sessions of various facilities for potential clients

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  University of Pennsylvania - Conference Services

  Aug 2002 - Mar 2007

  Compile data on room inventory, occupancy, and billingStreamline and standardize conference creationPrepare and manage data reports to effectively utilize department resourcesCreate customized, internet-based conference registration tools and formalize user agreementsInstruct Sales & Marketing team on registration tool’s capabilitiesOversee and implement transition to web-based housing applicationsManage weekly operational improvement meetings with representatives from various internal departmentsCollaborate with internal partners to develop training modules and schedules for a three-tiered student staff Show less Manage Sansom Place Guest Accommodations and Left Bank Guest Apartments Manage daily inquiries about conference facilities, housing, and pricingSupervise and train department work-study student employeesCommunicate with campus faculty, staff and non-Penn clients to organize events and conferencesProvide customer service representation for Conference ServicesCoordinate student summer housing application processMaintain departmental web pages and databasesDraft Letters of Agreements for reviewRepresent Conference Services at departmental Human Resources and Customer Service committeesInitiate requisitions and purchase orders Show less

  • Associate Director for Conference Operations

    Jun 2006 - Mar 2007

  • Administrative Coordinator

    Aug 2002 - Jun 2006
• 

  The Standard

  May 2007 - now

  Development and implementation of an Economic Capital program for The Standard and its parent company; additionally, supporting ICS implementation, practical liquidity, and other aspects of risk measurement. Provide training to colleagues on Moody’s Analytics RiskIntegrity Proxy Generator.Previous areas of focus in this role were company-wide investment income forecasts for business planning and ORSA stress testing purposes, software procurement and installation in support of Economic Capital, and regulatory surveillance.Software utilized: Moody’s Analytics Scenario Generator and RiskIntegirty Proxy Generator, AXIS, PowerBI, R, SAS Show less Overhaul stable value fund’s fair value materials; provide training and ongoing support to staff; directly assist plan sponsors and auditors who had extraordinary questionsRecommend stable value crediting rates by analyzing investment forecasts, spread targets, and competitive landscapeCollaborate with divisional and corporate partners to create a new stable value fund for retirement plans on various investment platformsIdentify, analyze, and communicate trends affecting financial results and business goalsForecast GAAP financial statements, capital requirements and key business metrics (net revenue, return on equity, return on average assets) over the short- and long-termPrepare and deliver illustrations, memos, reports, and presentations to diverse audiences from senior management to administrative support staff Show less Collaborate with divisional and corporate partners to create an online, integrated pension modeling tool utilizing ProAdmin softwareCommunicate with plan sponsors, participants, and service partners to resolve operational and administrative issuesPrepare actuarial valuation, financial accounting, and governmental reports for defined benefit plans; utilize ProVal softwareResearch and execute plan provisions and regulations from the Internal Revenue Service and Department of LaborAudit and reconcile annual census data from defined benefit plansPrepare participant retirement illustrations and annual benefit statements Show less

  • Director & Actuary

    Apr 2021 - now

  • Actuary

    Mar 2015 - Mar 2021

  • Senior Actuarial Assistant

    Dec 2009 - Mar 2015

  • Defined Benefit Analyst

    May 2007 - Dec 2009