Key Responsibilities

1. Data Quality Review PAS & Finance
- Monitor and review the quality of finance-impacting data within the core insurance PAS (policies, endorsements, cancellations, premiums, commissions, tax).
- Identify data anomalies, mismatches, and reconciliation breaks between PAS sub-ledger and the general ledger (GL) / ERP system.
- Define and maintain data quality rules, validation checks, and exception reports for finance-critical data elements.
- Collaborate with PAS functional and technical teams to investigate root causes of data issues and drive resolution.
- Publish periodic data quality dashboards and scorecards for PAS finance data.

2. Month-End & Year-End Financial Closure Support
- Support the Finance team during monthly and annual closure cycles by ensuring PAS data is complete, accurate, and reconciled before closure.
- Assist in premium income reconciliation, unearned premium (UPR) calculations, outstanding claims provisions, and commission payables reconciliation.
- Coordinate with PAS and IT teams to ensure period-end batch processes, data extracts,



and interface jobs run successfully and on schedule.
- Track open items, data gaps, and resolution timelines to ensure closure TAT targets are met.
- Prepare and review closure checklists and sign-off documentation for PAS-Finance data.

3. Regulatory & Compliance Data Support
- Ensure PAS data meets IRDAI statutory reporting requirements including motor, health, fire, and life (as applicable) line-of-business reporting.
- Support preparation and validation of data for IRDAI returns, IIB submissions, GST (insurance premium tax), TDS, and other regulatory filings.
- Coordinate with compliance and tax teams to fulfil data requirements for regulatory submissions on time.
- Monitor changes in IRDAI guidelines or circulars impacting PAS data fields or finance reporting, and raise change requests accordingly.
- Maintain documentation of compliance data mappings, regulatory data dictionaries, and

📌 Finance Solution Analyst (Mumbai)
🏢 Clover Infotech
📍 Mumbai