JOB SUMMARY

The role is responsible for representing the Finance function in system transformation initiatives, new product launches, and cross functional technology releases. The incumbent will act as the single point owner for Finance BRDs, UAT governance, defect management, and system design quality across policy administration, claims, and distribution systems. The role ensures regulatory compliance, control integrity, and seamless go lives through strong stakeholder coordination with IT, Operations, and Product teams. This position plays a critical role in strengthening finance systems, reducing operational risk, and enabling scalable growth.

Detailed KRA s

1. Product Launch

- Act as the single point of contact for Finance in all product cross-functional forums, ensuring proactive inputs and alignment.
- Lead preparation, validation, and sign-off of OR (Operational Readiness) notes and BRDs , ensuring completeness, accuracy, and on-time delivery across all product launches.
- Ensure correct accounting treatment , GL mapping, and compliance with taxation, regulatory, and reporting requirements with zero financial impact at product / functionality go-live.
- Drive comprehensive UAT scenarios (including negative cases), ensure proper documentation, and deliver defect-free go-live aligned to release timelines.
- Ensure timely recertification, closure of spillovers/defects with RCA , and adherence to OR commitments with zero escalations.

2. Finance Technology Enablement UAT Governance

- Represent the Finance function in creation of functional and system Business Requirement Documents (BRDs) for enhancements, automation, and new initiatives.

Collaborate with cross-functional stakeholders and the technology team to understand, explain, and translate business requirements into development-ready solutions





- Design comprehensive test scenarios , execute UAT test cases , and ensure Finance sign off within defined timelines.
- Publish and track daily UAT dashboards covering execution status, defects, risks, and go live readiness.
- Ensure high quality system design and testing with strong control perspective covering regulatory compliance, fraud prevention, and error reduction.
- Coordinate closely with IT and Operations teams for seamless execution and timely go lives , even under stringent timelines.

3. System Design Ownership, Defect Management Project Execution

- Own end to end Finance system requirements for both Finance specific and cross functional initiatives as an active CFT member .
- Lead Finance system readiness for new product launches , ensuring completeness of requirements and downstream impact assessment.
- Manage system design quality and defect lifecycle across Tejas (Policy Claims System) , Group Asia (Group Policy Administration System) , and myAgent (Distribution Management System) .
- Drive proactive defect discussions with Finance users, cross patch users, and IT teams until logical closure.
- Demonstrate strong follow up discipline and project management skills to ensure timely delivery and issue resolution.

4. Stakeholder Management, Analytics Finance Representation

- Act as the Finance SPOC in organization level forums related to Compliance, Product Governance, and IT Releases .
- Represent Finance confidently in reviews,



calls, meetings, and forums , supported by structured analysis and clear articulation.
- Apply advanced MS Excel skills, AI prompt engineering, and data analysis to support testing, reconciliations, dashboards, and decision making.
- Exhibit strong stakeholder management, collaboration, customer obsession, and growth mindset values .
- Apply sound knowledge of Life Insurance lifecycle, products, basic accounting principles, and General Ledger structures while evaluating system flows and outcomes.

Relationship Network

Internal
Finance Teams (Controllership, Reporting, Taxation)
Information Technology Digital teams (Developers, Project Managers, Production Support)
Product CFTs
Operations teams Group, POS, PAG, PI, Claims

External
External vendors / implementation partners (where applicable)

Desired qualification and experience:

Post Graduate / MBA or Graduate with 6 8 years of experience in Life Insurance / Banking / Financial Services sector

Sound knowledge of basic accounting and General Ledger structures , preferably in the Insurance domain

Strong understanding of Life Insurance lifecycle, products, and finance processes

Hands on experience in driving finance system projects, BRD Writing, UAT execution, and automation initiatives with cross functional teams

Excellent communication skills, high attention to detail, result orientation, and strong analytical ability

Proven team player with ability to handle pressure and deliver in a dynamic, competitive setting

Disclaimer: This job posting has been aggregated from external source. Role details, content, and availability are subject to change. Applicants are advised to confirm the latest information directly on the company website before applying.

📌 Deputy Manager - Finance (Gurugram)
🏢 Axis Max Life Insurance
📍 Gurugram