30+ years helping insurance organizations leverage analytics, business intelligence, quality assurance, and insurance systems expertise to drive better business decisions.

About Me

I have more than 30 years of experience spanning actuarial science, insurance administration systems, quality assurance, data analytics, and business intelligence.


Most recently, my work has focused on Power BI, Tableau, SQL, Power Query, OIPA, testing automation, data validation, and business intelligence reporting that helps organizations make better decisions through data-driven insights.

Core Expertise

Business Intelligence

  • Power BI
  • Tableau
  • Power Query
  • DAX
  • Dashboard Development

Data & Analytics

  • SQL
  • SQL Server
  • ETL Validation
  • Data Quality
  • KPI Reporting

Insurance Systems

  • OIPA
  • Policy Administration
  • Life Insurance Systems
  • Actuarial Validation
  • Business Analysis

Quality Assurance

  • UAT
  • Regression Testing
  • JIRA
  • Requirements Validation
  • QA Leadership

Career Highlights

30+ years of insurance industry experience
Enterprise OIPA implementation and conversion projects
Power BI and Tableau reporting solutions
SQL development and data validation expertise
Actuarial audit and compliance experience
Google Data Analytics Professional Certificate

Selected Analytics Projects

Power BI Audit Analytics Dashboard
Developed reporting solutions to analyze audit and testing results supporting business decision making.
OIPA Validation Automation
Created Power Query validation tools to verify policy calculations and administration system values.
Tableau Testing Analytics
Built dashboards used to identify trends, opportunities, and quality improvements.

Professional Experience

Consultant, Actuarial Analytics & Business Intelligence

Nationwide Insurance | 2024–2026

Power BI, Tableau, SQL, analytics, audit reporting, and actuarial systems development.

Team Lead Quality Assurance / Senior QA Specialist

Equisoft | 2021–2024

OIPA testing, Power Query validation tools, JIRA test planning, and life insurance system implementations.

Financial Consultant – Actuarial

Nationwide Insurance | 2005–2021

OIPA conversion support, ETL validation, Tableau reporting, actuarial validation, and insurance administration systems.

Retirement Consultant

Aon Consulting / Watson Wyatt Worldwide | 1999–2005

Pension administration, actuarial consulting, requirements analysis, and testing.

Assistant Actuary

John Alden Life Insurance | 1992–1998

Pricing, premium validation, system testing, actuarial support, and managed care products.

Certifications & Professional Development

Google Data Analytics Professional Certificate
Certification in the Practice of Data Analytics – The Ohio State University
Salesforce Trailblazer Rank: Mountaineer
Microsoft: Analyzing and Visualizing Data with Excel
Microsoft: Querying with Transact-SQL
Microsoft: Data Science Orientation

Let's Connect

Email: 220bridgette@gmail.com

Location: Chelem, Yucatán, Mexico

LinkedIn: View Profile


Data Analytics Business Intelligence Insurance Systems Power BI OIPA