Job Description Template

Position Title/Name:	Assistant Manager
Level / Band:	B1
Complexity:	Back Office (L3)
Location/ Country:	Noida, Hybrid
CEF Score:	_________________________________________
No. of Expected FTEs:	_____________________________
Vertical / Domain:	F&A / FP&A
Education:	Post Graduate/CA/CPA/CA Inter / Certification ___________________________________
Shift Hours / Working Days:	8:30 AM – 5:30 PM EST (6:00 PM –03:00 AM IST) / 5 Days
Passport / Visa Requirement:	Passport – Yes

Job Information

FULL-TIME:
PART-TIME:
HOURS PER WEEK (Wherever required):
Language Preference (If Any):
For US Employees Only:
EXEMPT:
NONEXEMPT:

Primary Role & Responsibility

Minimum Qualification

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.
• 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.
• Responsible for timely and accurate Financial Management information.
• Support revenue forecasting, budgeting, and variance analysis.
• Prepare monthly revenue reports, dashboards, and commentary.
• Track topline metrics (GWP, new business, renewals).
• 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 Experience

Bachelor's degree in Accounting

Technical Skills

Graduate in Finance stream having 2+ years of experience working in FP&A team in a large setup, Qualified CPA will be preferred.

Soft Skills

• Strong attention to detail, data integrity and accuracy.
• Proficiency in MS-excel & MS PowerPoint.
• Excellent quantitative and analytical skills with strong time management, organizational and problem-solving skills and the ability to multitask 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.

Desirable Skills

• Proficiency in English.
• Excellent Communication / interpersonal skills.
• Data gathering ability/ Eye for detail.
• Teamwork/ Managing Self / Adaptability.
• Ability to work on routine/standardized processes.
• Knowledge of Financial Planning & Analysis concepts including accounting.
• Understanding of US Insurance market.
• Knowledge of MS Office (Excel, Word, etc.).
• ERPs such as Oracle, PeopleSoft, Workday, ANAPLAN etc.

Product/Process Specific

• Self-disciplined and result-oriented.
• Ability to multitask.
• Ability to work effectively as part of a team.
• Strong analytical skills.
• Attention to detail – especially during transaction processing.
• Knowledge about the Insurance Industry in the US.
• Knowledge about US Culture.