Advisor - Client Financial Services

3 days ago

Thane, India WTW Full time

**Principal Duties/Responsibilities**
The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team. There is also the opportunity to get involved in our captive consulting and new business activity.
Primary responsibilities include:

- Preparation of financial statements as well as client financial and management accounting
- Managing and over-seeing regulatory and compliance issues
- Preparation of Board Packs and client bench-marking analysis
- Reviewing new client's business operations and work with the team that implements solutions
- Responding to and following up on queries by the captive account-holders
- Maintenance and development of various management information reports

**Key activities in the job include**:

- Preparation of Trial Balance, Income statement and Balance Sheet for Captive Insurance clients
- Planning and carrying out different accounting and financial activities like budgeting, forecasting, investment reconciliations, cash flow statement & bank account reconciliation
- Update notes to accounts, if and when required
- Calculating the unearned / un-expensed reinsurance reserve
- Calculating the Allocated Investment Income
- Posting reconciliation and review of balances
- Preparing management, statutory and regulatory reports
- Monitoring the shareholder/Inter-company loans - as per the respective state laws
- Monitor and report on activities and provide relevant management information
- Liaise and attend meetings with other company functions necessary to perform duties and organizational development

**Required Qualifications, Skills, Knowledge, Experience**
- CA Qualified
- Must have
- Good communication Skill - Must have
- Self-driven, results-oriented with a positive outlook and a clear focus on high quality - Good to have
- Advanced spreadsheet skills (MS Excel) - Good to have
- A forward planner who can critically assess his / her own performance
- Good to have
- Mature, credible and comfortable in dealing with senior company executives
- Good to have
- Emphatic communicator, ability to see things from the other person's point of view - Must have
- Presentable and businesslike
- Good to have
- Sufficiently mobile and flexible to travel to the US, UK or other domicile locations - Must have
- Keen for new experience, responsibility, accountability and professional development
- Good to have
- Able to get on with others; be a team-player - Good to have
- Willing to work in shifts - Must have

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