FPNA-Assistant Manager| CA - 3yrs| Hybrid| Bengaluru

Role:

Experience :

Qualifications

• CA Qualified with 3+ years of FPNA

Work Mode :

Location:

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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