Manager - Financial Planning & Analysis

Job Summary:

This role plays a pivotal part in the transformation journey of the overall finance function. The primary responsibilities encompass creating a roadmap for the finance transformation, automation and process improvement along with working on other responsibilities within team pertaining to overall planning and analysis for Max Life. It involves working independently with functional heads, determining key issues in integration of processes and data, to create a unified solution for FP&A. As a part of diversified learning program, some of the ad-hoc requests pertaining to investor relations, business planning and monthly business analysis need to be addressed by the incumbent

Key Responsibilities:

Financial transformationa. Creating future roadmapb. Detailing around scope of work and business requirement documentc. Assessment and benchmarking of available solutions and implementation partnersd. Creating a detailed project plan clearly identifying the critical path for implementatione. Managing multiple stakeholders within the company and implementation partner, to ensure the smooth implementation, adhering to timelines

Monthly Reporting and analysisa. Provide financial and analytical support to all levels of management across all functions through routine reporting and analysis of operating results and evaluate performanceb. Working closely with finance and actuarial counterparts to maintain accuracy and relevance of reportingc. Partnering with Channel leads/distribution partners to drive business plans

Investor Relationsa. Preparation of investor release decksb. Preparation for Earning callc. Monitor Market trendsd. Tracking and coming up with insights on financial results of close competitors

Business Planninga. Extend support in preparation of annual sales, product mix targets along with cost budgetb. Analysis of other financial parameters basis planning inputs