Assistant Manager Financial Planning And Analysis

AXA XL; Gurugram District; On-site; INR 900,000 - 1,300,000; Full time

Job summary

AXA XL in Gurgaon, India is seeking a chartered accountant with post-qualification experience to join the Financial Planning & Analysis team. You will contribute to financial close, prepare statements, perform variance analysis, and support audits across XLCSSE and NIE entities.

The role emphasizes analytical problem-solving, cross-functional collaboration, and proficiency in Excel and PowerPoint, with opportunities to drive process improvements and develop the team.

Qualifications

• CA with post-qualification experience in accounting and financial reporting.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills to work with global teams.
• Proficiency in Excel and PowerPoint.
• Organized and able to manage multiple priorities.

Responsibilities

• Assist in preparation of Financial Statements from UK GAAP/Local GAAP for XLCSSE and NIE BUs.
• Assist in Quarterly Management Accounts preparation.
• Perform quarterly analytical review including reconciliations for BS and P&L.
• Support statutory audit requirements and related queries.
• Review inter-company variances and coordinate with teams to correct them.
• Monitor quarterly expenses and check IO commission charges.
• Contribute to process improvements and support implementation of approved projects.
• Collaborate with team to meet deliverables and develop the team.
• Communicate effectively and manage stakeholder relationships.
• Provide ad hoc queries and project support.
• Apply strong analytical and problem-solving skills.

Skills

Analytical skills

Problem-solving

Communication

Interpersonal skills

Multitasking

Organizational skills

Education

Chartered Accountant (CA) with post-qualification experience

Tools

Excel

PowerPoint

Job description

Job Description:

Financial Planning & Analysis team provides accounting and reporting support to XLCSSE and NIE’s legal entities. The key activities of the team involve financial close, quarterly management accounts, preparation of financial statements, variance analysis, reconciliations, processing journals, external audit support, coordination with Third party for bookkeeping and its related reconciliation, etc.

What you’ll be doing

What will your essential responsibilities include?

• Assist in the preparation of Financial Statements both from Statutory (UK GAAP/Local GAAP) for XLCSSE BU’s and NIE BUs.
• Assist in the preparation of Quarterly Management accounts.
• Perform Quarterly analytical review including various reconciliations for BS and P&L.
• Responsible for supporting statutory audit requirements and related queries.
• Review inter-company variances and liaise with the respective teams to correct these.
• Monitor quarterly expenses and perform checks on IO commission percentage charges for written and earned.
• Be Innovative and take up process improvements and help other members in implementation of approved projects.
• Be a team player, help the team to meet critical deliverables and be involved in the development of team.
• Ability to communicate well and Manage relationships with a range of stakeholders.
• Provide support on ad hoc queries and projects.
• Effective analytical and problem-solving skills.

You will report to Manager, Financial Planning & Analysis.

What you’ll bring

We’re looking for someone who has these abilities and skills:

Required Skills And Abilities

• CA with moderate post-qualification experience in accounting and financial reporting.
• Effective analytical and problem-solving skills.
• Effective communication & interpersonal skills to work effectively with internal/external teams across the globe.
• Effective proficiency in Excel & Power Point.
• Organized, methodical, able to deal effectively with multiple priorities and do multitasking.

Desired Skills And Abilities

• Willingness to ask ‘why’ and ‘how we can improve’.
• Ability to work self-supported in a fast-paced environment.
• Candidates with insurance Industry would be preferred.

What we offer

AXA XL is committed to equal employment opportunity and will consider applicants regardless of gender, sexual orientation, age, ethnicity and origins, marital status, religion, disability, or any other protected characteristic.

At AXA XL, we know that an inclusive culture and a diverse workforce enable business growth and are critical to our success. That’s why we have made a strategic commitment to attract, develop, advance and retain the most diverse workforce possible, and create an inclusive culture where everyone can bring their full selves to work and can reach their highest potential.

It’s about helping one another — and our business — to move forward and succeed.

• Five Business Resource Groups focused on gender, LGBTQ+, ethnicity and origins, disability and inclusion with 20 Chapters around the globe
• Robust support for Flexible Working Arrangements
• Enhanced family friendly leave benefits
• Named to the Diversity Best Practices Index
• Signatory to the UK Women in Finance Charter

Learn more at axaxl.com/about-us/inclusion-and-diversity. AXA XL is an Equal Opportunity Employer.

Sustainability

At AXA XL, Sustainability is integral to our business strategy. In an ever-changing world, AXA XL protects what matters most for our clients and communities. We know that sustainability is at the root of a more resilient future. Our 2023-26 Sustainability strategy, called “Roots of resilience”, focuses on protecting natural ecosystems, addressing climate change, and embedding sustainable practices across our operations.

Our Pillars

• Valuing nature: How we impact nature affects how nature impacts us. Resilient ecosystems - the foundation of a sustainable planet and society – are essential to our future. We’re committed to protecting and restoring nature – from mangrove forests to the bees in our backyard – by increasing biodiversity awareness and inspiring clients and colleagues to put nature at the heart of a
• Addressing climate change: The effects of a changing climate are far reaching and significant. Unpredictable weather, increasing temperatures, and rising sea levels cause both social inequalities and environmental disruption. We're building a net zero strategy, developing insurance products and services, and mobilizing to advance thought leadership and investment in societal-led solutions.
• Integrating ESG: All companies have a role to play in building a more resilient future. Incorporating ESG considerations into our internal processes and practices builds resilience from the roots of our business. We’re training our colleagues, engaging our external partners, and evolving our sustainability governance and reporting.
• AXA Hearts in Action: We have established volunteering and charitable giving programs to help colleagues support causes that matter most to them, known as AXA XL’s “Hearts in Action” programs. These include our Matching Gifts program, Volunteering Leave, and our annual volunteering day – the Global Day of Giving.

For more information, please see axaxl.com/sustainability

Who we are

AXA XL, the P&C and specialty risk division of AXA, is known for solving complex risks. For mid-sized companies, multinationals and even some inspirational individuals we don’t just provide re/insurance, we reinvent it.

How? By combining a comprehensive and efficient capital platform, data-driven insights, leading technology, and the best talent in an agile and inclusive workspace, empowered to deliver top client service across all our lines of business − property, casualty, professional, financial lines and specialty.

With an innovative and flexible approach to risk solutions, we partner with those who move the world forward.

Learn more at axaxl.com

Requirements: