Financial Plan & Analysis Analyst

Skill required: Financial Planning Analysis - Financial Planning and Analysis (FPA)
Designation: Financial Plan Analysis Analyst
Qualifications:BCom/CA Inter
Years of Experience:3 to 5 years

Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Songall powered by the worlds largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries.
What would you do You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions.Intelligent Insurance Operations integrates our advisory, technology, and operations capabilitiesleveraging our global scale and robust ecosystemto deliver end-to-end insurance transformation. This approach is purpose-built to handle the complexity of the evolving insurance landscape and is flexible enough to meet the diverse needs of various market segments and business lines including:DerivativesHedge AccountingRML (Residential Mortgage Loan)CML (Commercial Mortgage Loan)Bonds EquityOIA (Other Invested assets)Corporate ReportingFortitude ReNII (Net Investment Income)Global Real Estate (GRE)Data ManagementGL accountingFinancial planning and analysis (FPA) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting.
What are we looking for Domain Expertise Investments: In-depth knowledge of the Investments domain, including asset classes, financial instruments, and investment operations.Numerical Ability: Strong quantitative skills with a high level of accuracy and attention to detail in financial and data analysis.Analytical Thinking: Proven ability to analyze complex problems, interpret data, and provide actionable insights to drive business outcomes.Problem-Solving Troubleshooting: Hands-on experience in identifying issues, root cause analysis, and implementing effective solutions in operational and technical contexts.Communication Skills: Excellent written and verbal communication skills with the ability to convey complex information clearly and professionally to stakeholders.Team Collaboration Client Support: Demonstrated ability to work effectively in cross-functional teams and deliver exceptional client service, ensuring timely support and resolution of client queries.Preferred certification : CFA-Chartered Financial Analyst - Finance
Roles and Responsibilities: Perform daily, monthly, and quarterly accounting of investments, ensuring accurate and timely entries in the general ledger.Reconcile investment transactions, including capital calls, distributions, settlements, and accruals.Maintain investment portfolios across various asset classes such as equities, fixed income, alternative investments, and derivatives.Assist in the valuation of investments, including pricing validation and ensuring accurate mark-to-market reporting.Prepare accurate and timely investment reports for internal stakeholders and regulatory bodies, including management reports, financial statements, and fund performance metrics.Support the preparation of financial reports related to performance and compliance requirements.Collaborate with investment-related departments such as Bonds, CML, RML, OIA, Data Governance, Corporate Reporting, Derivatives, Fortitude RE, GRE, GL accounting, NII as well as Risk Management and Compliance, to ensure accurate reporting and regulatory adherence.Assist in implementing and adhering to internal controls, ensuring accounting and reporting procedures align with industry best practices.Ensure compliance with financial reporting standards, including GAAP and STAT.Support audit processes by providing required documentation and clear explanations related to investment accounting transactions.Participate in special projects involving investment accounting, reporting enhancements, and system/process improvements.Provide analysis and insights as needed by senior management or external stakeholders.


Qualification
BCom,CA Inter