Assistant Manager/Deputy Manager - Financial Controlling - Auto/BFSI - CA

Assistant Manager / Deputy Manager Controlling

Roles and Responsibilities :

- Provide data for annual SF budgets for all business lines with details on income, expenses, etc. as per the proposed SF India target. Seek required information and projections from business lines, analyze previous year performance and lay down assumptions. Share with supervisor for review. Make modifications basis comments.

- Prepare monthly business performance reports for all businesses (insurance, retail and wholesale) with volumes, new business units, portfolio added, income, margins etc. Calculate business wise profitability (GP1 & GP2). Calculate units / volume and income variance for retail finance. Calculate risk cost for retail and wholesale finance. Calculate units, costs and income for insurance. Share with supervisor for review.

- Prepare and verify the data in monthly reporting, analyze and investigate reasons for deviations. Seek review from supervisor.

- FPM Reporting: FPM Upload Submission, data quality checks, Analysis of FPM results.

- Collate the data for quarterly forecasts, compare with budget, previous performance, etc. Prepare the report on the standard input tool and planning tool (Munich report) and India forecast tool. Share with supervisor for review.

- Prepare monthly management reports for each business line's performance - monthly performance, YTD data and against budgets. Cater to reporting requirements for local management and HQ. Local requirements - some more details are captured. Risk cost, headcount overview compared with budgets, forecast and variance. Shared with supervisor.

- Assign budgets in IFT, approve payments after ensuring correct booking in terms of WBS, GL codes, Business lines. Close periods in IFT after monthly submissions, run TBD commands, extract reports for various analysis. Ensure correct booking of Opex and build provisions whenever required.

- Conducts derivation, agreement and follow-up of departmental budgets, target achievements and respective performance parameters.

- Verify Commission payouts data (annual & catch up) and get the relevant approvals. Verify other special incentive schemes and programs.

- Analyze various pricing requests from Sales & Marketing team, its impact on PCII and provide relevant approvals after proper Impact analysis & discussions with supervisor.

- Controlling

- Budgeting

- Internal reporting

- Financial analysis

- Analytics

Qualification Required :

- CA ( Years of experience 4-8 )

- References are welcomed.