Role & responsibilities
- Pass Journal Voucher (JV) entries after reviewing against supporting documents. Provide logic and justification for adjustments, provisions, and corrections, transfers etc. Follow up with respective stakeholders for clarifications, where required.
- Make necessary adjustments to calculate Net Earned Premium (NEP) and conduct NEP accounting.
- Provide necessary documentation and reports for statutory audits and CAG queries. Respond to queries and drive resolution.
- Conduct data validation for premium and claims registers along other manual data. Review transactions and reach out to respective stakeholders for clarification of queries.
- Collate various accounting and financial reports to create monthly financial reports and financial summaries for Management review.
- Conduct detailed analysis and prepare company profitability statements. Slice and dice data to prepare cuts by channel, sub channel, LOB, location, intermediary, make/ model, product etc.
- Engage with business leaders to walk them through the monthly MIS reports to enable effective decision making.
- Respond to queries on MIS and requests for additional MIS from Management and respective departments.

📌 MIS and Budgeting Manager (Mumbai)
🏢 SBI General Insurance
📍 Mumbai