5.0 - 9.0 years

0 Lacs

thiruvananthapuram, kerala

On-site

As a Business Analyst with 5-9 years of experience, you will play a crucial role in the success of projects by utilizing your expertise in the business analysis lifecycle. Your responsibilities will involve managing requirements from discovery to delivery, interpreting complex data, and ensuring stakeholder needs are met at all levels, from users to senior management. Your primary focus will be on leveraging your Annuity Domain experience to provide valuable insights and solutions in the financial services domain. Proficiency in SQL is essential for querying and manipulating data effectively. You will be required to conduct feasibility studies, evaluate options, and contribute to full requirements management processes. Your communication skills, both verbal and written, will be key in clearly conveying complex information and facilitating stakeholder engagement. Additionally, you will support project teams by facilitating User Acceptance Testing (UAT) and business readiness activities. Familiarity with delivery methodologies such as Prince2, Agile, and Scrum will be advantageous. While not mandatory, familiarity with Python for data analysis and automation tasks, creative thinking to deliver high-value business benefits, experience in business case writing, and workshop facilitation skills are considered beneficial for this role. Key Skills: - Business Analysis - SQL Queries - Requirement Gathering - Annuity Domain expertise If you are a proactive and detail-oriented professional with a strong analytical mindset and the ability to think innovatively, this role offers an exciting opportunity to contribute to meaningful projects and drive business success.,

Posted 1 week ago

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Business Financial operations Manager (Annuity & Death Benefits & Tax Reporting) Stellar Consulting Solutions, LLC

7.0 - 11.0 years

0 Lacs

haryana

On-site

As a Business Financial Operations Manager specializing in Annuity, Death Benefits, and Tax Reporting, you will be based in Gurugram, Haryana, India. This is a full-time permanent position with a hybrid work model, requiring you to be onsite for 3 days a week and remote for 2 days. The shift timing is from 12.30 p.m to 9.30 p.m IST, with flexibility to work evening shifts based on client requirements. Early joiners are appreciated for this role, which primarily falls under the finance profile but involves collaboration with the Ops team. Your key responsibilities will include leading, mentoring, and managing a team of 15-20 associates. You will be responsible for ensuring accurate and timely tax reporting for annuity products, covering areas such as policyholder premiums, interest and investment income, and return of principal. This will involve overseeing the preparation and review of tax documents and filings in compliance with IRS and regulatory standards, such as 1099-R. Your role will also entail executing daily, monthly, and quarterly activities to ensure proper tax treatment of annuity distributions. Collaboration with actuarial, finance, and legal teams will be necessary to maintain consistency and accuracy in tax calculations. Addressing and resolving issues related to the taxability of death benefits will be another crucial aspect, along with ensuring proper tax reporting for beneficiaries in alignment with current tax laws and policy guidelines. As part of your responsibilities, you will need to identify and resolve discrepancies or issues in tax treatment and reporting. Driving process improvements and system enhancements to enhance accuracy and efficiency will be key in this role. Ensuring adherence to internal controls and regulatory compliance, as well as supporting audits with relevant documentation and insights, will be essential for risk management and controls. To qualify for this position, you should hold a Bachelor's degree in accounting, finance, or a related field. A CPA or equivalent certification is preferred. You should have 7-10 years of experience in tax reporting or financial operations, preferably in insurance or annuity domains. Demonstrated experience in managing mid-sized teams and delivering results in a regulated environment is required. A strong understanding of U.S. tax regulations pertaining to annuity products and death benefits, along with excellent analytical, problem-solving, and communication skills, is crucial. Proficiency in MS Excel, tax systems, and reporting tools is also expected for this role.,

Posted 2 months ago

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Business Analyst - Insurance Golden Opportunities

4.0 - 8.0 years

6 Lacs

hyderabad

Work from Office

Analyze and interpret complex business requirements within the Life and Annuity domain Collaborate with stakeholders to gather and document detailed business requirements for projects. Develop comprehensive business models and process flows to enhance operational efficiency. Provide insights and recommendations to improve business processes and decision-making. Facilitate communication between technical teams and business stakeholders to ensure seamless project execution. Oversee the implementation of business solutions and ensure they meet the specified requirements. Conduct regular reviews and assessments of business processes to identify areas for improvement. Prepare detailed reports and presentations to communicate findings and recommendations to management. Support project managers in planning and executing projects within the Life and Annuity domain. Monitor project progress and provide updates to stakeholders to ensure timely delivery. Utilize data analysis tools to extract meaningful insights and drive data-driven decision-making. Maintain up-to-date knowledge of industry trends and advancements to inform business strategies Contact Person - Gayathri B Email -gayathri@gojobs.biz

Posted Date not available

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