Job Description

:

Position Title, Responsibility Level

FP&A (Executive) / CCR (Executive)

Function

FP&A (Financial Planning & Analysis) / CCR

Reports to

Manager / Sr. Manager

Permanent/ Temporary

Permanent

Span of Control

Nil

Location

Noida Center 42

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Basic Function

• Sound understanding of Insurance Products
• Excellent knowledge of Financial accounting and principles

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Essential Functions

Accurately compiles data and incorporates it in financial models

Creates effective management reports and associated analyses that explain financial results or changes to the forecast or plan in a timely manner, learning to identify trends and issues that warrant further analysis

Learns how to assist in production support and maintenance for budget or other financial systems

Makes suggestions to improve the business value and efficiency of the work performed and collaborates with the team on evaluating and implementing suggestions

Actively participates in increasingly complex department projects and continuous improvement activities

Shares expertise with others to accomplish shared goals.

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Primary Internal Interactions

Manager / Sr. Manager for the purpose of reporting performance, escalation handling, clarifying concerns, and seeking feedback and support

Peers (team members) for the purpose of seeking co-operation & clarification on process-related matters & providing assistance and support when required

Approvers for the purpose of contract related issues, escalated transactions, feedback, audit and training

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Insurance Knowledge

Should have good understanding of US insurance and Insurance Finance, and has a zeal to make a career in Insurance finance

Should have fair amount of exposure on US Insurance terminologies

Understands the basic nature of Insurance business

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Primary External Interactions

Stateside trainers for the purpose of training, resolving more complex issues, seeking advice or requesting a reassignment to the state side staff when a request becomes out of scope

Interacting with the Onshore team for any new changes in regulation or circular update

Organizational Relationships

Reports To : Manager / Sr. Manager

Supervises : None

Skills

Technical Skills

Advanced skills in MS Office, MS Excel, MS Word, MS Powerpoint

Accounting System or ERP, Web based applications

Exposure to BI platform such as Power BI and Oracle systems like Essbase, Smartview

Process Specific Skills

Financial Accounting

Variance Analysis/Commentaries/Forecasting

Process flows, Documentation and preparation of SOPs

Ability to work with client

Soft skills (Desired)

Excellent oral/written communication skills, presentation skills- MANDATORY

Excellent organization and time management skills

Excellent analytical skills and competent at logical reasoning

Must be a self-starter, detail oriented with the ability to meet deadlines under pressure

Able to prioritize multiple activities and projects

Self-disciplined and result oriented

Demonstrate attention to detail in a fast-paced work environment a?A?a,Aa?A,a,AEURa?A,a,A" especially during processing

Ability to multi task

Ability to work effectively as part of a team

Commitment and drive for results

Strong analytical skills

Ability to understand and question established process guidelines in order to bring about possible process improvements

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Good Soft Skills

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Education Requirements

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Must be a graduate with at least 15 years of formal education in any stream with relevant experience in the technical areas listed on this JD.

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B.Com / M.Com / M.B.A. Finance (Regular) / Bachelora?A?a,Aa?A,a,AEURa?A,a,A(TM)s Degree in Finance or Accounting is required.

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Work Experience Requirements

Fresher to 2 years of experience in fields as mentioned in JD