
FPNA-Assistant Manager| CA
2 weeks ago
Role: AM - FPNA
Experience : 3yrs
Qualifications:
- CA Qualified with 3+ years of FPNA
Work Mode : Hybrid
Location: Bengaluru
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*IMMEDIATE JOINERS ALERT*
We're looking for candidates who can *join immediately*.
If you're available, please *send your CV via WhatsApp only* to: * *
Please note: *No calls* will be entertained.
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Summary
As a financial analyst for Technology Services, you will play a key role in financial management of the group which includes the annual budget planning cycle, preparing forecasts monthly management reporting and other ad-hoc financial analysis This position involves working closely with the finance/accounting team and the Technology leadership team.
Responsibilities:
- Analyze financial data, including premium, limits, and deductibles to identify trends and patterns.
- Prepare financial reports, forecasts, and budgets to support strategic decision-making.
- Conduct financial modeling and scenario analysis to evaluate the impact of different business strategies.
- Monitor and analyze key performance indicators (KPIs) to assess the company's financial health and identify areas for improvement.
- Collaborate with cross-functional teams to gather financial information and provide insights on financial performance.
- Assist in the preparation of financial presentations for senior management and stakeholders.
- Perform variance analysis to explain deviations from budgeted or forecasted financial results.
- Identify cost-saving opportunities and recommend strategies to improve operational efficiency.
- Stay up-to-date with industry trends, regulations, and best practices in insurance and financial analysis.
- Assist in the development and implementation of financial policies, procedures, and controls.
- Support the annual audit process by providing financial data and responding to auditor inquiries.
- Provide ad-hoc financial analysis and support to management as needed.
Good to Have:
- Experience with Power BI and Tableau for creating reports in dashboards.
- Strong analytical, problem-solving, and communication skills.
- Ability to work independently and collaboratively in a fast-paced environment.
Qualifications:
- CA Qualified with 3+ years of FPNA or other relevant experience
- Team Handling
- Bachelor's Degree in Accounting/Finance/Economics
- Strong fluency with Excel formulas and functions
- Strong analytical skills
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