Lead Financial Analyst
1 month ago
We are seeking an experienced Lead Financial Analyst to join our team in Pune/Hyderabad. The successful candidate will be responsible for providing strategic financial guidance and support to our clients.
Job SummaryThe ideal candidate will have a strong background in financial analysis, with experience in completing government forms, tracking regulatory deadlines, and communicating with clients. They will also possess excellent workflow management skills, including the ability to prioritize tasks and anticipate challenges.
Key Responsibilities- Technical: Complete required government forms, including 5500, Schedule SB/MB, AFN, and PBGC comprehensive filings within prescribed IRS and DoL timings.
- Provide tracking and monitoring assistance in actuarial valuations.
- Prepare correspondence for required client contributions, disclosure or valuation reports.
- Maintain accurate system information and identify details pertinent to filings, escalating where needed.
- Communication: Communicate upcoming regulatory deadlines and periodic reminders for upcoming deliverables.
- Prioritize tasks based on urgency and importance.
- Workflow Management: Track upcoming timing requirements for a large group of clients and anticipate any upcoming challenges on timing due to organizational workload or regulation updates.
- Estimate future workload capacity and follow up on outstanding queries, escalating for support in a timely manner.
- Continuous Growth: Develop a comprehensive understanding of business tools, volunteer for testing and troubleshooting, and keep up to speed with changes in the regulatory environment and technology.
- Strong background in financial analysis.
- Experience in completing government forms and tracking regulatory deadlines.
- Excellent communication and workflow management skills.
- Ability to prioritize tasks based on urgency and importance.
We offer a competitive salary of ₹8-12 lakhs per annum, depending on experience, and a range of benefits, including health insurance, retirement savings plan, and opportunities for professional growth and development.
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Financial Planning Analyst
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Ecommerce Financial Analyst
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Ecommerce Financial Analyst Position
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Ecommerce Financial Analyst
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Ecommerce Financial Analyst
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