Advisor - Client Financial Services

1 week ago

Thane, India WTW Full time

**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
- CA Qualified
- Must have
- Good communication Skill - Must have
- Self-driven, results-oriented with a positive outlook and a clear focus on high quality
- A forward planner who can critically assess his / her own performance
- Mature, credible and comfortable in dealing with senior company executives

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