Senior Analyst

1 week ago

Pune, Maharashtra, India Principal Global Services Full time ₹ 5,00,000 - ₹ 15,00,000 per year
Responsibilities
  • Responsible for complete ownership for designated institutional clients – Preparing Trust reports, Distribution eligibility calculations, Preparation of annual Account balance statements & reporting packages
  • Ability to read and understand financial statement with observations and findings with highest level of attention and accuracy.
  • Work needs to be performed with limited/negligible supervision and requires using knowledge from available reading materials & procedures.
  • Need to carefully assess and calculate the distribution amount related to the participants as there is high volume and complexity of transactions involved.
  • Monitoring and analysis of data for various participants and able to prepare unaudited financial statement and/or report.
  • Ability to reconcile data with an auditor mindset.
  • Work with other team members and trouble shoot ad-hoc issues
  • Suggest process efficiency ideas
Qualifications
  • Accounting education background with graduation, post-graduation, CA/CMA Inter.
  • 4-6 years of relevant experience as well as fundamental knowledge in reading financial statements, accounting, and internal audit would be considered.
Additional Information
  • Expert understanding of Accounting & Financial concepts & terminologies,
  • Understanding of retirement benefits schemes available in India. Knowledge of US retirement benefits are added advantage
  • Excel skills and tech savvy to handle large volume
  • Excellent communication skills to explain the data / report to senior leaders and stakeholders
  • Ability to build/develop relationship and stakeholder management
  • Ability to adjust and flexibility to work in shifts to ensure timely deliverables.
  • Ability to multitask & balance deliverables & capacity utilization for self
  • Willingness to work in UK Shift (13:30PM to 22:30PM)

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