Financial Services Operations Manager

7 days ago


Noida, Uttar Pradesh, India EXL IT service management Full time
Job Description:
Company Overview: As a leading provider of IT service management, EXL is dedicated to delivering exceptional results for our clients. We are seeking an experienced Financial Services Operations Manager to join our team.

Job Summary: The Financial Services Operations Manager will be responsible for managing the day-to-day operations of our financial services team, ensuring that all tasks are completed accurately and efficiently. This includes overseeing cash application, collection, billing, and reconciliation processes, as well as working with underwriters, brokers, and customers to resolve any payment or commission-related queries.

Key Responsibilities:
  • Manage daily work allocation and ensure first-pass accuracy of processed tasks
  • Prepare and share weekly reports, manage escalations, and document root cause analysis (RCA)
  • Collaborate with managers to develop strong cross-training frameworks and update process changes in standard operating procedures (SOPs)
  • Identify inefficient processes and develop recommendations to enhance controls and efficiency

Requirements: To be successful in this role, you will need:
  • Bachelor's degree in finance or accounting
  • Minimum 5-8 years of experience in accounts receivable, finance, and accounting, preferably in the insurance industry
  • Excellent communication skills, both written and verbal
  • Proficiency in Microsoft Office Suite, including Excel, Word, and Outlook
  • Ability to prioritize and multitask


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