FP&A Deputy Manager
AXA Insurance
مجموع سنوات الخبرة :6 years, 10 أشهر
*Financial Planning & Analysis, Budgeting, Forecasting, P&L, Balance Sheet analysis, Revenue and Expense analysis, Actual vs Budget, Current Year vs Previous Year
*Analysis and reporting of financial performance, cash flow and financial position of the organization at a consolidated level including segment analysis, investment income analysis, operating income analysis and trend analysis.
*Preparation of financial and statistical summarized reports for key stakeholders i.e board pack, operations pack, performance dashboards, KPIs based analysis.
*Preparing business performance review packs, adhoc reports for management for quick decision making.
*Execution of annual budgeting and quarterly forecasting process.
*‘What if Scenario” analysis for long term planning providing robust and timely Strategic Plan.
*Transaction modeling or framing policy/structure for the type of quota share to be implemented for tax planning/savings benefits. Exploring present risks and opportunities.
*Prepare cost projections and analyze and report on current financial status.
*Planning, coordination, collation and update of financial information from multiple sources to support various processes - Budgeting, Forecasting, Strategic Planning.
*Create standard templates or models to support and quicken multiple processes.
*Thorough analysis of historical information with the current year and reporting reasons for any deviation.
*Analytical reports of financial impact from current year operations caused by losses from Prior year developments, current year or CAT events.
*Analysis of technical accounts like premium written, premium earned, premiums ceded and unearned premium reserves and Loss reserves.
*Resolving regulatory (IRIS, SII, BMA) authorities queries for unusual change in KPIs from prior years.
*Computation and analysis of RBC as per the US and other regulatory guidelines ensuring they are not breached.
*Ensuring technical cost accounting as per the quota share and other policy agreements.
*Solvency II risk calculation and consolidation. Ensure SII Capital reporting as per SII regulators.
*Analysis of Financial Statements, Trend Analysis, Price Volume Analysis, Historical vs Current Period, Actual vs Budget, Presentations, Reporting, Financial Due Diligence, Company Profiling
*Experience in Financial and Vendor Due Diligence engagement deals.
*Experience on the buy side and sell side due diligence deals including mergers, acquisitions, IPO, outsourcing and carveout deals in multiple industries like retail, healthcare, consumer product, hospitality, infrastructure.
*Analysis of financial information (historical, budgeted and forecast), key KPIs, trend analysis, synergy effect. Summarizing of detailed analysis and reporting it to clients.
*Comparison of financial information between the target and other companies within the same industry.
*Major analysis areas are Profit and loss, Working capital, Balance Sheet, cash flow and reconciliations.
*Prepared analytical models/files for each deal, writing summarized reports.
*Prepared presentable and formatted reports on deals with detailed analysis for key stakeholders for strategic decisions.
*Prepared Pro-forma financial statements, performance analysis, trend analysis, capex analysis, dashboards.
*Identified various risks and opportunities in the deal.
*Drafting agenda, RFIs’ and project dealing documents. Preparing questionnaire pertaining to management accounts to the client and target.
*Reviewing responsibilities of the work performed by team members and mentoring them to perform the detailed analysis of the deals.
*Experience in handling projects independently and lead big/multiple projects with team members.
*Building strong client relationships.
*Accounting, Reporting, Accrual Analysis, Actual vs Budget, Variance Analysis
*Detailed analysis and reporting of accounting information.
*Preparation, analysis and reporting of the historical and forecast financial information.
*Experience in handling complex business processes very crucial to the business of the client and meeting the deliverable as per the client expectations. Analyzing and reporting production cost, revenue targets, actual vs budget.
*Experience in multiple accounting process finance & accounts, consolidation, inter-company accounts.
*Reporting at multiple managerial levels (managers, senior managers, Directors) which helped in building healthy professional relationships and led to the smooth functioning of the process.
*Client meeting/interactions for a better understanding of the project.
*Worked on ERP accounting platform - SAP accounting model, Hyperion.
ICAI - Scored All India Rank - 22 in CA CPT
Agra University
from