Senior Financial Analyst

Zoho; Chennai District; On-site; INR 1,000,000 - 1,500,000; Full time

Job summary

RRD, a leading global provider of multi-channel business communications services, is seeking an experienced analyst to handle mutual fund regulatory filings and related projects. You will interact with clients, perform quality checks, and help train team members to ensure timely and accurate deliverables.

The role requires 5–6 years in financial services with regulatory filings, strong MS Office and XML skills, and the ability to work in shifts. Flexible to work in Chennai, India.

Qualifications

• Bachelor-level degree in commerce or related field.
• Experience in financial services and regulatory filings preferred.
• 5–6 years in financial services with regulatory filings exposure.

Responsibilities

• Prepare mutual fund regulatory filings and support team on projects.
• Attend client calls and liaise with clients regularly.
• Perform quality checks and ensure deliverables meet expectations.
• Prepare work instruction manuals and training modules.
• Maintain error logs and ensure accuracy (quality ≥99%).

Skills

MS Office

XML coding

FundSuite SX

Analytical skills

Communication skills

Accounting basics

Web-based applications

Prioritization

Education

B.COM / M.COM / MBA Finance or related degree

Tools

MS Office Suite

Job description

• Business Unit/Division Financial Management Services - CHN
• Job Type Full time
• Date Opened 12/20/2024
• ORS ID 23715_SEN
• Salary As per industry standards
• Min Experience (Years) 7
• Max Experience (Years) 10
• State/Province Tamil Nadu
• Country India

About Us

RRDisaleadingglobalproviderofmultichannelbusinesscommunications services and marketing solutions. With more than 30,000 clients and 33,000employees across 28 countries, RRD offers the industry’s most comprehensive offering of solutions designed to help companies—from MainStreettoWallStreet—optimizecustomerengagementandstreamline business operations across the complete customer journey. RRD offers a comprehensive portfolio of capabilities, experience and scale that enables organizations around theworld to create, manage, deliver, and optimize their marketing and business communications strategies.

Job Description

Position Description: Key responsibilities include preparation of mutual fund regulatory filings. Additionally, provide support to the manager and the team in completing projects on time and in knowledge transfer and training. Attend client calls, interact with clients on a regular basis to ensure smooth operations. Carry out quality checks and ensure the deliverables meet client expectations. Prepare work instruction manuals and training modules for the teams.

Essential Qualifications: B.COM / M.COM / MBA Finance or any other degree in related field

Technical Qualifications / Experience: Technical know-how in MS Office Suite, XML Coding know-how and experience in FundSuite SX.

Experience: 5 to 6 years of experience in the financial services industry. Exposure to preparation of regulatory filings will be preferred

Organization Structure: Report to Team Manager

Work Schedule / Shift: Should be flexible to work in shifts and extend shifts per business requirement

Current Shift Timings: Afternoon (2:30 PM to 11:30 PM)

Process & People Related:

Primary point of contact for the clients for day to day activities

Participate in client calls and provide training to the team members

Preparing the annual and semi-annual reports assigned and carrying out quality checks of other team members and new associates.

Update error log with appropriate comments for errors identified by the client

Create and maintain quality culture. Maintain high level of quality (99% and above) and take necessary steps to improve quality

Have good working relationship with the team and drive for productivity, quality and TAT

Self Development:

Work with team members to improve existing process

Be focused on continually improving technical as well as soft skills

Participate in team activities

Process & People Related:

Should have a good knowledge on basic accounting principles

Strong analytical skills

Superior written and verbal communication skills, attention to detail, sense of urgency for deadlines.

Should be able to work on web based applications

Ability to plan work ahead and prioritize workload

Self Development:

Desire for knowledge / aptitude to Learn