CA Accounting Senior Advisor

WTW

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profile Job Location:

Thane - India

profile Monthly Salary: Not Disclosed
Posted on: 9 hours ago
Vacancies: 1 Vacancy

Department:

Operations

Job Summary

Description

Principal Duties and 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 over-seeing regulatory and compliance issues

* Preparation of Board Packs and client bench-marking analysis

* Reviewing new clients business operations and work with the team that implements solutions

* Responding to and following up on queries by the captive account-holders

* 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 forecastinginvestment reconciliations cash flow statement & bank account reconciliation

* Update notes to accounts if and when required

* Calculating the unearned / un-expensed reinsurance reserve

* Calculating the Allocated Investment Income

* Posting journals preparing reconciliation and review of balances

* Preparing management statutory and regulatory reports

* Monitoring the shareholder/Inter-company loans - as per the respective state laws

* Monitor and report on activities and provide relevant management information

* Be system proficient with hands on experience on MS Office applications

* Liaise and attend meetings along with other company functions necessary to perform duties and organizational development



Responsibilities

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Qualifications

Top 5 Competencies

* Managing Stakeholders Good to have

* Adjusting to change Must have

* Structuring Task Good to have

* Presentation skills Good to have

* Investigating Issues & Evaluating Problems Good to have

Required Skills and Qualifications:

* CA Inter/CA Qualified Must have

* Good communication Skill Must have

* Self-driven results-oriented 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 persons 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 team-player Good to have




Required Experience:

Senior IC

DescriptionPrincipal Duties and 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.P...
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Key Skills

  • Business Development
  • B2B Sales
  • Accounting & Finance
  • B2C
  • Sales Advisor
  • Critical thinking
  • Account Management
  • Advisory
  • Communication
  • Microsoft Excel
  • Telesales
  • Database Administration
  • Problem Solving Skills
  • ACCA
  • Data Analysis

About Company

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At WTW we provide data-driven, insight-led solutions in the areas of people, risk and capital.

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