Nancy Zhang
AVP U.S. Inforce Management FP&A
- Role
- AVP U s Inforce Managment Fp & a at Sun Life
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Nancy Zhang
Dynamic and accomplished actuary with 16+ years of expertise in FP & A, product pricing, valuation, experience analysis, and risk management.• Deep technical knowledge of reserving, capital management, reinsurance structures, and financial performance metrics.• Exceptional communication and presentation skills, with a talent for simplifying complex concepts for diverse audiences.• Strategic, independent thinker with a strong sense of ownership, accountability, and a proven ability to drive initiatives to completion.• Highly adaptable and resilient, excelling in fast-changing environments and navigating ambiguity with confidence.• Proven leader and influencer, with 12+ years of experience building and leading high-performing teams to exceed expectations.
Experience
AVP U s Inforce Managment Fp & a
Nov 2020 — Present · Wellesley, MA, US
Lead all financial and strategic planning for the inforce block, maximizing shareholder values through expense initiatives, capital optimization and policy settlement strategies.• Shape strategic direction for major initiatives, including captive restructuring and external reinsurance agreements, by establishing priorities, removing obstacles, and steering teams to successful delivery.• Present executive-ready insights on monthly and quarterly financial results, delivering clear and proactive updates to senior leadership.• Oversee participating product governance, including investment strategy reviews and managing the annual dividend recommendation process.• Partner closely with Claim Operations, Capital Management, ALM, and Risk to identify emerging risks and develop forward-looking mitigation plans.• Direct all valuation functions for the UK Annuity business, building strong cross-border partnerships with Sun Life UK and Bermuda.• Drive cross-functional collaboration, foster alignment, innovation, and accountability across finance and actuarial teams.• Developed and coached high-performing teams, strengthen collaboration and deliver measurable improvements in performance and engagement.
Education
University of Waterloo
Bachelor’s Degree, Actuarial Science/Finance
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