Job Description

Job Summary:

• Knowledge of Financial Planning and Analysis, close & forecasting process, good accounting, and communication skill

Key Accountabilities:

• Perform activities associated with the operational plan, budgeting, forecasting and MIS reporting activities.
• Analyse expense lines including Headcount Reporting, Compensation Grid, Controllable and Non Controllable cost and partner closely with the business operations and business finance to understand variances to budget
• Should have good understanding of Accounting concepts like – Accruals, Reclasses and Cost Transfers

Primary Role & Responsibility:

• Preparation of various Reports to support the management needs and ensuring timely adherence to deadlines
• Must understand Financial and Management Reporting and Cost allocations methodologies
• Subject Matter Expertise in Financial Planning and Analysis to manage deliverables, review tasks and provide guidance to rest of team members
• Support revenue forecasting, budgeting, and variance analysis
• Prepare monthly revenue reports, dashboards, and commentary
• Track topline metrics (GWP, new business, renewals)
• Responsible for timely and accurate Financial Management information
• Have experience of working on forecasting tools such as ANAPLAN
• Continuous process improvement
• Encourages best practice sharing and collaboration to optimize team processes and constantly keeps the business and client / internal customer at the forefront
• Shows openness to feedback and willingness to change.

Minimum Qualification:

• Bachelor's degree in Accounting
• Graduate in Finance stream having 3+ years of experience working in FP&A team in a large set up, Qualified CPA will be preferred
• Strong attention to detail, data integrity and accuracy
• Proficiency in MS - excel & MS PowerPoint

Minimum Experience:

• Excellent quantitative and analytical skills with strong time management, organizational and problem solving skills and the ability to multi task and work in a deadline-driven environment
• Excellent verbal, written and interpersonal communication skills with the ability to interact effectively at all levels across the organization
• Knowledge of Financial Planning & Analysis concepts including accounting
• Understanding of US Insurance market
• Knowledge of MS Office (Excel, Word, etc.)

Technical Skills:

• ERP’s such as Oracle, PeopleSoft, Workday, ANAPLAN etc.
• Proficiency in English
• Excellent Communication / interpersonal skills
• Data gathering ability/ Eye for detail

Soft Skills:

• Team work/ Managing Self / Adaptability
• Ability to work on routine/standardized processes

Desirable Skills:

• Knowledge about the Insurance Industry in US
• Knowledge about US Culture
• Self-disciplined and result oriented
• Ability to multi task

Product/Process Specific:

• Ability to work effectively as part of a team
• Strong analytical skills
• Attention to detail – especially during transaction processing