Senior Financial Analyst collaborating with employee benefits consulting team. Transforming data into compelling stories that drive strategic decisions for clients.
About the role
- Team Lead overseeing financial reporting for mutual funds and insurance products at Ameriprise India LLP. Supervising team performance and ensuring regulatory compliance in reporting processes.
Responsibilities
- Oversight review of annual, semi-annual, and quarterly financial reports
- Validate financial information for accuracy and analysis of various financial relationships
- Review various control roll forwards, reconciliations, and other supporting documentation
- High level review of reports/filings, such as Forms 24f-2, N-MFP, N-CSR/CPO-PQR, NFA, that are to be filed with regulatory agencies
- Provide supervision to the team, which includes work management, coaching, mentoring, performance management
- Manage production deadlines and resolve any reporting issues or inconsistencies that arise during the report production and regulatory filing process
Requirements
- Relevant experience in the asset management or 3rd Party data platform industry for 5-7 years
- Strong understanding of and work experience in mutual fund investment accounting processes or shareholder reporting
- At least 1 year experience of review of financial statements
- Degree in Finance and/or Accounting is mandatory
- Technical understanding of the investment industry, including a strong knowledge of SEC rules and GAAP Accounting standards
- Strong work ethic with high standards for accuracy and attention to detail
- Ability to think strategically on a global level.
Benefits
- Health insurance
- Professional development opportunities
- Flexible working arrangements
- Paid time off
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
Finance Assistant with fin - house managing client accounts and providing finance insights for SMEs. Responsible for client communications, transactions, and financial records management.
FP&A Analyst gathering and analyzing financial data at IAA Holdings. Responsible for budget tracking and financial forecasting while maintaining compliance documentation.
Corporate Strategy & Finance Manager driving financial decision - making and insights in a hybrid role with Cetera. Supporting strategic planning and economic modeling for growth objectives and efficiencies.
Implementation Training Consultant providing training on Homecare Homebase's financial software. Supporting healthcare organizations in successful software adoption and operational efficiency.
Financial Strategy Analyst II supporting Corning Credit Union’s financial performance through data analysis and forecasting. Collaborating with finance team to enhance data - driven tools and insights.
Consultant providing strategic advice and technical assistance to facilitate Gender Lens Investing initiatives. Collaborating with project teams in Sri Lanka for gender equality and financial inclusion.
Financial Analyst supporting the MedTech EP & Neurovascular business across LATAM. Responsibilities include financial leadership and strategic support, with an emphasis on profitability optimization.
Digital Finance Specialist at Forcit Group developing digital financial solutions for decision making. Collaborating with finance, IT, and business units to ensure data quality and support growth.
Senior NetSuite Finance Consultant at Greenstep supporting clients with financial processes, system development, and NetSuite implementations. Join a tech - oriented, global growth company.