Finance consultant

Job description

About the Team The Reporting team is responsible forfinancial analysis, reporting, and regulatory compliance across theorganisation. The key activities of the team include: • Performance analysis: Review and analyse segment-wise Profit Loss, including premiums, investments, claims, commissions, and expenses. • Financial reporting: Prepare and analyse financial statements under IGAAP and IND AS, and support transition to new standards such as IND AS 117. • Planning and forecasting: Develop Profit Loss projections based on past trends, market inputs, and discussions with stakeholders. • Regulatory reporting: Prepare and submit reports to IRDAI and SEBI in a timely and accurate manner. • Monitoring key metrics: Track solvency, loss ratio, combined ratio, and other key indicators, and highlight areas of improvement. • Investor communication: Support preparation of investor presentations and quarterly updates with clear and relevant information. • Process improvement: Drive automation and improve reporting processes for better efficiency and accuracy. About the Role • Analyse the monthly performance of the companys investment book, including fixed income and equity portfolios, and track key movements such as yield and unrealised gains. • Review investment entries to ensure they are recorded accurately in line with applicable accounting standards (including IND AS 109). • Manage reporting related to mutual funds and share timely and accurate information with internal teams. • Prepare and review Investment related Notes to Accounts (NTA) and related disclosures for financial reporting. • Review investment returns, identify key trends and changes, and highlight important observations. • Support quarterly and annual audit closures, including responding to audit queries and providing data and reports as required. • Manage reporting requirements as required by regulatory bodies like IRDA/SEBI. Support ad hoc analysis, reporting, and projects as required bymanagement from time to time. Key Requirements: Education: CharteredAccountant Experience: Fresher Skills in: Understanding of Indian Accounting Standards. Sound understandingof IND AS 109 TechMastery: Proficiency in advanced excel, ability to use AI Bonus Power-Up: Good understanding of financial marketsand how they function, including key drivers of investment performance. Why This Role • Exposure to financial reporting, investments, and regulatory requirements. • Opportunity to work closely with senior management and multiple teams. • Involvement in process improvement and automation initiatives. Location: Bangalore