Rong Liu
Financial Analyst
Regina,SK
Summary
Strategic and collaborative Financial Analyst with 15+ years of experience in insurance and corporate finance. Proven track record of delivering expert-level financial modeling, insightful analysis, and actionable recommendations that drive business performance. Adept at partnering across functions to align financial planning with organizational strategy. Recognized for mentoring peers, enhancing reporting processes, and translating complex data into clear, compelling insights for decision-makers.
Overview
19
19
years of professional experience
Work History
Financial Analyst
Co-operators Life Insurance Company
07.2012 - Current
- Partner with business leaders to deliver financial insights, forecasts, and performance analysis that inform strategic and operational decisions.
- Develop and maintain financial models, dashboards, and reports to evaluate business cases, profitability, and cost allocations.
- Lead variance and trend analysis to identify risks, opportunities, and performance drivers across multiple lines of business.
- Collaborate cross-functionally with Actuarial, Finance, and senior leadership to ensure transparency and alignment in financial planning.
- Support budgeting, forecasting, and multi-year planning processes; previously led these functions prior to team restructuring.
- Enhance reporting efficiency through process improvements, documentation, and Oracle Cloud implementation/testing.
- Mentor colleagues and new hires through structured cross-training and knowledge transfer.
Actuarial Assistant
Co-operators Life Insurance Company
02.2009 - 06.2012
- Repriced individual insurance products and developed supporting documentation for management and regulatory review.
- Conducted profitability assessments and tested projection tools to ensure accuracy and compliance.
- Maintained market research tools and supported product illustration systems.
- Trained interns and responded to industry surveys, contributing to external benchmarking and internal education.
Actuarial Intern
Co-operators Life Insurance Company
05.2007 - 02.2009
- Supported pricing, market research, and system testing for life insurance products.
- Gained hands-on experience with AXIS, Ingenium, Access, and macro development.
- Delivered client support and completed actuarial internship certification.
Education
MBA - General Management
Kenneth Levene Graduate School of Business
Regina, SK12-2019
Bachelor of Science - Actuarial Science
University of Regina
Regina09-2008
Skills
- Financial Modeling & Forecasting
- Strategic Planning & Business Case Analysis
- Cost Allocation & Performance Reporting
- Cross-Functional Collaboration
- Process Improvement & Automation
- Stakeholder Communication & Presentation
- Insurance Product Knowledge
- Oracle Cloud, BPC, Excel (Advanced), PowerPoint
Languages
English
Chinese (Mandarin)
Timeline
Financial Analyst
Co-operators Life Insurance Company
07.2012 - Current
Actuarial Assistant
Co-operators Life Insurance Company
02.2009 - 06.2012
Actuarial Intern
Co-operators Life Insurance Company
05.2007 - 02.2009
MBA - General Management
Kenneth Levene Graduate School of Business
Bachelor of Science - Actuarial Science
University of Regina