Financial Plan & Analysis Senior Analyst

About The Role

Skill required: Financial Planning Analysis - Financial Planning and Analysis (FPA)

Designation: Financial Plan Analysis Senior Analyst

Qualifications:Chartered Accountant/CA Inter

Years of Experience:5 to 8 years



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.Experience in insurance landscape and flexibility 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 Analysis (FPA) involves budgeting, forecasting, and analyzing a companys financial performance. It helps in making informed business decisions by evaluating financial data, identifying trends, and providing insights. The goal is to support strategic planning and ensure the companys financial health. keyword includes:- (Financial Planning",Budegting,"Variance Analysis",Frocasting" Trend Analysis").

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 Financial 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. 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,

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.Ability to establish strong client relationshipDetail orientationCFA-Chartered Financial Analyst - Finance preferred


Roles and Responsibilities: In this role you are required to do analysis and solving of increasingly complex problemsYour day to day interactions are with peers within AccentureYou are likely to have some interaction with clients and/or Accenture managementYou will be given minimal instruction on daily work/tasks and a moderate level of instruction on new assignmentsDecisions that are made by you impact your own work and may impact the work of othersIn this role you would be an individual contributor and/or oversee a small work effort and/or teamPlease note that this role may require you to work in rotational shifts
QualificationChartered Accountant,CA Inter