Manager/Senior Manager - Budgeting & Planning - Insurance

Designation - Manager/ Sr Manager- Budgeting & Planning

Qualification - MBA Finance (Full time)/ CA

Experience - 2 to 5 years in similar role in Life Insurance / Health insurance Vertical in Life Insurance / Health insurance Vertical in Life Insurance / Health insurance Vertical.

Location: Mumbai

Responsibilities:

- Preparation of multiyear budget and forecast including projections of Sales, expenses (Opex/Capex), financial statements (P&L, BS), and board presentations as required

- Creation of Distribution channel wise & Line of business wise P&L statement and providing key insights on the same

- Perform variance analysis of Actuals v/s. Budgets figures on incomes, expenses and Profitability at channel, Line of Business and overall level

- Creation of Profit position report on monthly basis which tracks overall and LOB level Actual vs. Budget details

- Preparation of Agency Branch model to track performance of each branch on semi-annual basis.

- Coordination with internal stakeholders to obtain or provide inputs/insights during monthly reporting and budgeting cycles

- Monthly business performance reporting on various KPIs and relevant analysis for the consumption of top management

- Involvement in checking and analyzing critical monthly Performance reports sent to CEO/CFO/SMC.

- Adhoc support to CEO/CFO/SMC and all other stakeholders as and when required

- Contribution towards automation of processes to improve management reporting.

Skillset required:

- Good analytical and problem-solving skills and attention to detail

- Proficient in MS excel and power point

- Excellent written and verbal communication skills and a good team player

Designation -Manager/ Sr Manager- Budgeting & Planning

Qualification - MBA Finance (Full time)/ CA

Experience - 2 to 5 years in similar role in Life Insurance / Health insurance Vertical in Life Insurance / Health insurance Vertical in Life Insurance / Health insurance Vertical.

Location: Mumbai

Responsibilities:

- Preparation of multiyear budget and forecast including projections of Sales, expenses (Opex/Capex), financial statements (P&L, BS), and board presentations as required

- Creation of Distribution channel wise & Line of business wise P&L statement and providing key insights on the same

- Perform variance analysis of Actuals v/s. Budgets figures on incomes, expenses and Profitability at channel, Line of Business and overall level

- Creation of Profit position report on monthly basis which tracks overall and LOB level Actual vs. Budget details

- Preparation of Agency Branch model to track performance of each branch on semi-annual basis.

- Coordination with internal stakeholders to obtain or provide inputs/insights during monthly reporting and budgeting cycles

- Monthly business performance reporting on various KPIs and relevant analysis for the consumption of top management

- Involvement in checking and analyzing critical monthly Performance reports sent to CEO/CFO/SMC.

- Adhoc support to CEO/CFO/SMC and all other stakeholders as and when required

- Contribution towards automation of processes to improve management reporting.

Skillset required:

- Good analytical and problem-solving skills and attention to detail

- Proficient in MS excel and power point

- Excellent written and verbal communication skills and a good team player