CV, Pat Reen

Reporting to General Executive, Product & Pricing

Key achievement: Led end-to-end transformation of legacy data architecture into a modern cloud data platform using Microsoft Fabric on Azure, delivering enterprise analytics capabilities across distribution, pricing, finance, operations and regulatory reporting.

• Owned and executed the enterprise Data Strategy aligned with ClearView’s broader business strategy.
• Led delivery of an Azure-based modern data platform using Microsoft Fabric, replacing legacy on-premises architecture.
• Established enterprise data ingestion, transformation, and analytics capabilities including orchestration pipelines, notebooks, DevOps/CI-CD, and infrastructure-as-code.
• Delivered Salesforce data integration enabling improved distribution and adviser insights.
• Developed analytics across distribution (adviser segmentation), pricing (competitive benchmarking), finance, operations, and regulatory reporting.
• Established governance structures including a Data Forum and Data Champions network.
• Delivered executive reporting and actionable portfolio insights to the Executive Leadership Team.
• Championed AI tooling adoption across the data function, embedding GitHub Copilot and Claude Code into engineering workflows and supporting the team in building business-facing agents using Copilot Agent Builder.
• Provided data infrastructure and analytics support for a cross-functional ML project modelling customer retention.

Reporting to Head of Group Insurance (HoGI)

Key achievement: Complete overhaul of pricing result visualisations and assumption setting processes, delivered on Databricks.

• In this role I consulted on the redesign of group pricing processes with a view to improving efficiency and capabilities, increasing the level of result granularity, reducing operational risk and upskilling the team.
• Translated business needs into technical requirements and led the viability assessment of proposed software solutions.
• Collaborated with the HoGI and head of group pricing (HoGP) to define a target state and project plans. Supported stakeholder communication of same.
• Engaged with support areas to clear a path for success e.g. group enterprise architecture, external software providers.
• Devised and led the sprint plan.
• Designed pricing result visualisations and enhanced assumption setting processes through live pricing exercises, delivering the full solution on Databricks.
• Collaborated with the project manager to develop a change control and training plans for the team.

Reporting to Appointed Actuary

Key achievement: Accelerated experience analysis components from months to weeks - the more rapid granular analysis supported flexible financial modelling/ scenario testing.

• I joined the team to support the sale of the life business by Westpac Group through due diligence analysis, buyer workshops and Q&A sessions.
• Owned the BAU experience data analysis, reporting and review process.
• Led the team’s efforts in streamlining the analysis processes
  • automated data ETL, Alteryx to SQL database
  • visualised deterministic predicted claim confidence intervals against actuals, Tableau
  • applied supervised learning methods to derive adjustments to predictions, R
  • communicated outcomes to the leadership team and managed stakeholders.
• Led data driven initiatives that contributed to pricing refinements.
• Led monthly AIFRS profit, regulatory reporting, and financial analysis; communicated key results drivers to senior and executive management.
• Managed and developed a cross-functional team including offshore members.

Reporting to the Chief Financial Officer (CFO)

Key achievement: Accelerated BAU financial analysis from days to hours - tools highly praised by the Board and adopted in other geographies.

• Led the team’s efforts in a complete automation of financial analysis and reporting, leveraging database architecture to eliminate dependencies on spreadsheets and streamline reporting and data visualization software to deliver tailored data-driven reporting.
• Owned the financial analysis and communication process and outcome. Challenged the result, drawing on strong relationships with other business functions.
• Championed data driven initiatives and projects that facilitated proactive client engagement.
• Collaborated with the legal, pricing, underwriting and claims teams on deep-dive analyses of performance drivers for selected blocks of business.
• Developed best-of-breed dynamic performance dashboards for senior management and local and parent Board / Board Committees.

Reporting to the Appointed Actuary

Key achievement: Together with the Chief Valuation Actuary (CVA), re-staffed and upskilled a team that had experienced high turnover, resulting in significant control uplifts.

• Led monthly reporting, profit analysis, Regulatory Capital and APRA reporting; supported delivery of ICAAP and FCR; assisted the Appointed Actuary in preparing actuarial advice.
• Championed 1st line of defence improvements; led cross-functional knowledge sharing and team development initiatives.

Reporting to the Head of Research/ CRO

Key achievement: Increased the frequency and granularity of data analysis to reflect rapidly evolving experience.

Reporting to the Appointed Actuary

Key achievement: Streamlined the modelling of new products as well as product migrations through championing cross-team knowledge sharing.