FP&A / B1

Job Description Template

Position Title/Name:	Assistant Manager
Level / Band:	B1
Complexity	Back Office (L3)
Location/ Country	US, Remote
CEF Score	_________________________________________
No. of Expected FTEs	_________________________________
Vertical / Domain	F&A / FP&A
Education	Post Graduate/CA/CPA/ CA Inter / Certification ___________________________________
Shift Hours	8:30 AM – 5:30 PM EST (6:00 PM – 03:00 AM IST) / 5 Days
Working Days	________________________________________
Passport / Visa Requirement	Passport – Yes __________________________________

Job Information

FULL-TIME

PART-TIME

HOURS PER WEEK (Wherever required)

Language Preference (If Any):

For US Employees Only

EXEMPT

NONEXEMPT

Primary Role & Responsibility

Minimum Qualification

Job Summary:

• Knowledge of Financial Planning and Analysis, close & forecasting process, good accounting, and communication skill

Key Accountabilities:

• Perform activities associated with the operational plan, budgeting, forecasting and MIS reporting activities.
• Analyse expense lines including Headcount Reporting, Compensation Grid, Controllable and Non Controllable cost and partner closely with the business operations and business finance to understand variances to budget.
• Should have good understanding of Accounting concepts like – Accruals, Reclasses and Cost Transfers.
• Preparation of various Reports to support the management needs and ensuring timely adherence to deadlines.
• Must understand Financial and Management Reporting and Cost allocations methodologies.
• Subject Matter Expertise in Financial Planning and Analysis to manage deliverables, review tasks and provide guidance to rest of team members.
• Responsible for timely and accurate Financial Management information.
• Support revenue forecasting, budgeting, and variance analysis.
• Prepare monthly revenue reports, dashboards, and commentary.
• Track topline metrics (GWP, new business, renewals).
• Have experience of working on forecasting tools such as ANAPLAN.
• Continuous process improvement.
• Encourages best practice sharing and collaboration to optimize team processes and constantly keeps the business and client / internal customer at the forefront.
• Shows openness to feedback and willingness to change.

Minimum Experience

Technical Skills

Soft Skills

Desirable Skills

Product/Process Specific

Graduate in Finance stream having 2+ years of experience working in FP&A team in a large setup, Qualified CPA will be preferred.

• Strong attention to detail, data integrity and accuracy.
• 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 environment.
• Excellent verbal, written and interpersonal communication skills with the ability to interact effectively at all levels across the organization.

Additional Skills:

• Proficiency in English.
• Excellent Communication / interpersonal skills.
• Data gathering ability/ Eye for detail.
• Team work/ Managing Self / Adaptability.
• Ability to work on routine/standardized processes.
• Knowledge of Financial Planning & Analysis concepts including accounting.
• Understanding of US Insurance market.
• Knowledge of MS Office (Excel, Word, etc.).
• ERP’s such as Oracle, PeopleSoft, Workday, ANAPLAN etc.

Personal Attributes:

• Self-disciplined and result oriented.
• Ability to multi task.
• Ability to work effectively as part of a team.
• Strong analytical skills.
• Attention to detail – especially during transaction processing.
• Knowledge about the Insurance Industry in US.
• Knowledge about US Culture.

Confidentiality Notice: This document is confidential and intended for the use of the intended recipient only.