Advisor - Client Financial Services - Thane, India - WTW

WTW

Verified Company

Thane, India

2 weeks ago

Posted by:

Deepika Kaur

beBee Recuiter

Description

Principal Duties/Responsibilities

The job entails servicing responsibility for a portfolio of captive insurance clients and the provision of technical insurance support across the team.

There is also the opportunity to get involved in our captive consulting and new business activity.

Primary responsibilities include:

Preparation of financial statements as well as client financial and management accounting
Managing and overseeing regulatory and compliance issues
Preparation of Board Packs and client benchmarking analysis
Reviewing new client's business operations and work with the team that implements solutions
Responding to and following up on queries by the captive accountholders
Maintenance and development of various management information reports

Key activities in the job include:

Preparation of Trial Balance, Income statement and Balance Sheet for Captive Insurance clients
Planning and carrying out different accounting and financial activities like budgeting, forecasting, investment reconciliations, cash flow statement & bank account reconciliation
Update notes to accounts, if and when required
Calculating the unearned / unexpensed reinsurance reserve
Calculating the Allocated Investment Income
Posting reconciliation and review of balances
Preparing management, statutory and regulatory reports
Monitoring the shareholder/Intercompany loans as per the respective state laws
Monitor and report on activities and provide relevant management information
Liaise and attend meetings with other company functions necessary to perform duties and organizational development

Required Qualifications, Skills, Knowledge, Experience

CA Qualified
Must have

Good communication Skill

Must have
Selfdriven, resultsoriented with a positive outlook and a clear focus on high quality
Good to have
Advanced spreadsheet skills (MS Excel)
Good to have
A forward planner who can critically assess his / her own performance
Good to have
Mature, credible and comfortable in dealing with senior company executives
Good to have
Emphatic communicator, ability to see things from the other person's point of view
Must have
Presentable and businesslike
Good to have
Sufficiently mobile and flexible to travel to the US, UK or other domicile locations
Must have
Keen for new experience, responsibility, accountability and professional development
Good to have
Able to get on with others; be a teamplayer
Good to have
Willing to work in shifts
Must have