Daniel Schmitz, FSA, CERA

Experience

• 

  Wendy's FourCrown, Inc.

  Jun 2008 - Aug 2011

  Cashier

  • Managed cash and credit card transactions during lunch and dinner rushes• Interacted with customers in a casual and friendly manner

• 

  GB Chocolates, LLC

  Jun 2012 - Aug 2012

  Office Intern

  • Handled invoices and shipping manifests to verify amounts were accurate• Analyzed daily cash reports for 20 Fannie May stores

• 

  Wendy's FourCrown, Inc.

  Jun 2012 - Aug 2012

  Office Intern

  • Developed five weekly financial reports including flash report, sales and transactions, labor guide, menu mix, and speed of service using Microsoft Excel spreadsheets• Communicated with seven district managers and 58 store managers to retrieve missing data

• 

  Securian Financial

  May 2014 - Aug 2014

  Actuarial Intern

  • Automated a client communications process of assembling over 2,000 rate letters using advanced cell formulas and advanced Visual Basic code in Microsoft Excel• Sensitivity-tested the pricing model for a life insurance product using Prophet modeling software• Analyzed and documented the results of a reinsurance rate comparison based on ratios and life expectancy calculations• Developed a process to match assets to liabilities in the event of a sell-offer

• 

  Securian Financial

  May 2015 - now

  • Actuarial Manager

    Feb 2024 - now

  • Actuarial Senior Consultant

    Sept 2022 - Feb 2024

  • Actuarial Consultant

    Mar 2018 - Sept 2022

  • Actuarial Associate

    May 2015 - Mar 2018