Key Responsibility Areas including preferred Skills and Experience The processes involve accounting & reporting work for Insurance Domain, preferably requiring the sound understanding of US GAAP/STAT Reporting. The role also envisages preparation and consolidation of financial reporting. Professionals would be an individual working on high-end systems and various reporting software applications like Workiva, Eagle Wings and SAP, for meeting their monthly, quarterly, and annual deliverables.

- Responsible for preparing SEC Financial Statements for Separate Accounts, disclosures, and Notes to accounts.

- Responsible for preparing and reviewing Greenbook Schedules for ensuring accuracy and alignment with reporting requirements

- Preparing journal entries like accruals, reserves and reconciliations

- Preparation of GAAP & STAT supplementals, financial statements, and Notes to accounts before submission to onshore team

- Ownership of processes, reports, procedures, or products.

Subject Matter

Expertise in Financial reporting, Notes to accounts and other Disclosures etc

- Financial reporting and STAT reporting experience preferred

- Lead and mentor junior team member

- Liaison with multiple departments (Input providers) during the close to ensure timely completion of deliverables/Collaborate for special projects

- Support quarterly/annual audits by internal auditors, as well as independent external auditors

- Participate or lead special projects, initiatives, ad-hoc reporting and analysis requests

- Understand & anticipate clients business needs/concerns, etc. & proactively resolve the same

- Identify process improvement opportunities to drive efficiencies and enhanced controls





- Ensure adequacy of internal controls over financial reporting and compliance with Sarbanes-Oxley requirements

Competencies:

- Knowledge of Regulatory reporting concepts including accounting standards

- Understanding of Insurance & STAT Principals

- Knowledge of MS Office (Excel, Word, PPT etc.)

- ERPs such as SAP 4 Hana, Wdesk, Eagle Wings, Blackline, Cadency etc.

- Proficiency in English

- Excellent Communication / interpersonal skills

- Data gathering ability/ Eye for detail

- Capability to communicate with large teams

- Process Excellence Methodology

- Appreciation of the domain needs of the process and its key drivers.

- Reasonable level of business perspective regarding the internal functioning of BPO/EXL

- Good networking capability and Client facing skills. Goal oriented

Eligibility Criteria:

- CA/MBA/Post-Graduate/Graduate in Finance with 5+ years of experience in Financial Reporting and STAT Reporting

- Knowledge of Regulatory reporting, technical accounting principles and STAT reporting requirements

- Hands on experience on Orange, Blue, Yellow or Green blanks

- Capable of working with tight deadlines and lead closure of reporting timelines

- Effectively balance quality, timeliness, and accuracy standards

- Experience with financial reporting applications (SAP 4 Hana, Workiva, Eagle Wings, Cadency)

- Proficiency in MS-excel & MS PowerPoint

- Excellent quantitative and analytical skills with strong time management, organizational and problem-solving skills and the ability to multi-task and work in a deadline-driven workplace

- Excellent verbal, written and interpersonal communication skills with the ability to interact effectively at all levels across the organization

📌 Assistant Manager/Lead Assistant Manager - Separate Accounts (Noida)
🏢 EXL
📍 Noida