Job Description

Responsibilities:
Key Responsibilities:

• Responsible for complete ownership for designated institutional clients Preparing Trust reports, Distribution eligibility calculations, Preparation of annual Account balance statements & reporting packages
• Ability to read and understand financial statement with observations and findings with highest level of attention and accuracy.
• Work needs to be performed with limited/negligible supervision and requires using knowledge from available reading materials & procedures.
• Need to carefully assess and calculate the distribution amount related to the participants as there is high volume and complexity of transactions involved.
• Monitoring and analysis of data for various participants and able to prepare unaudited financial statement and/or report.
• Ability to reconcile data with an auditor mindset.
• Work with other team members and trouble shoot ad-hoc issues
• Suggest process efficiency ideas.

Qualifications:

• Accounting education background with graduation, post-graduation, CA/CMA Inter.
• 4-6 years of relevant experience as well as fundamental knowledge in reading financial statements, accounting, and internal audit would be considered.

Additional Information:

• Expert understanding of Accounting & Financial concepts & terminologies,
• Understanding of retirement benefits schemes available in India. Knowledge of US retirement benefits are added advantage
• Excel skills and tech savvy to handle large volume
• Excellent communication skills to explain the data / report to senior leaders and stakeholders
• Ability to build/develop relationship and stakeholder management
• Ability to adjust and flexibility to work in shifts to ensure timely deliverables.
• Ability to multitask & balance deliverables & capacity utilization for self
• Willingness to work in US Shift (17:30PM to 02:30AM)