Executive - Finance and Accounts
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Join Tata AIA Life Insurance, a leading and fastest-growing life insurance provider in India, established in 2001 as a joint venture between Tata Sons Pvt. Ltd. and AIA Group Ltd. Our company embodies a legacy of trust, integrity, and excellence, combining Tata's esteemed leadership with AIA's extensive pan-Asian expertise. At Tata AIA, our vision is to be the pre-eminent protection provider enabling dreams and inspiring healthier, happier lives.
We foster a culture of innovation, inclusivity, and continuous learning, offering dynamic career growth opportunities and a supportive work environment. Recognized as a Great Place to Work and recipient of the Kincentric Best Employer Award, we are committed to employee satisfaction and holistic well-being. Our core value, People - Our Core, emphasizes our dedication to inspiring our employees to be and deliver their very best. Our aim is to attract, hire and develop highly capable leaders who are just, fair, ethical, and accountable for their actions. We strive to provide our employees with the right training, technology, equipment, resources, and guidance to perform their job effectively. Our promise to you is to provide for a diverse, equitable, and inclusive work environment, where each employee is valued as an individual and treated with respect, care, and compassion.
Fuel your future with us, find your wings, and S.O.A.R. - Shape opportunities, Optimize your potential, Accomplish meaningful work, and Reap holistic growth.
Position Title | Executive |
Department | Financial Planning - Finance & Accounts |
Level/ Band | 201 - Executive |
Role Summary:
Responsible for supporting business planning, budgeting, forecasting, profitability analysis, distribution finance support, management reporting, expense allocation, and business case evaluations to provide financial insights and support effective decision-making
Reports To | AVP/VP-Finance and Accounts |
Supervises | - |
Geographic Area Covered | PAN India |
Stakeholders Internal | Information Technology, Operations-all teams, Finance, Premier Academy (Training), Marketing, Agency Channel, Partnership Distribution |
Stakeholders External | - |
Approval of Business cases/EJDs | . Assist in decision making related to approval of Business cases/EJDs taking into account all relevant aspects and their impact on business. |
AIA reporting | . Review Quick Report (due on 3rd working day) and Long report (due on 10th working day) on monthly and quarterly basis |
GOE Budget Roll out | . Ensure timely roll out of Annual GOE budgets to all the departments post approval of Business Plan from the Board of Directors |
Business Planning | . Revenue Planning, Cost Planning, Target KPI's, Business planning workings and presentation and overall approval |
Expense Allocations | . Review and analyze the expense allocation on a month-on-month basis and ensure circulation within 1 working day from closure of expenses. . Constantly work towards improvement of allocation methods and revisit assumptions around drivers/channels/LOBs |
Distribution finance support | . Review the products, RnR initiatives, product mix, profitability by channels and provide recommendations |
Technical | . Thorough understanding of Finance and Accounts functions/systems . Recommended to have knowledge on insurance processes | |
Behavioral | ||
Essential | Desired | |
Interpersonal skills | . | |
Communication skills | . | |
Creative thinking skills | . | |
Supervising/Leadership skills | . | |
Teamwork Skills | . | |
Influencing skills | . | |
Relationship Building skills | . | |
Decision making skills | . |
Essential | Desired | |
Qualification | CA | |
Experience | 1. 0-3 years of experience in Finance & Accounts 2. Good knowledge of MS Office and web-based applications 3. Fair level of analytical skills and logical reasoning |
Disclaimer:
Tata AIA Life Insurance does not charge any fees from candidates during the hiring process. If the application aligns with our requirements, you may be contacted for further steps. Verify job offers through official Tata AIA communication channels to avoid fraud. The job description is the sole property of Tata AIA Life Insurance. The content of this JD is confidential, and unauthorized changes or reproduction are forbidden. To know more about Tata AIA Life, click on the weblink:
ata AIA Life Insurance Company Limited (Tata AIA Life Insurance) is a joint venture company, formed by Tata Sons Pvt. Ltd. and AIA Group Ltd. (AIA). Tata AIA Life Insurance combines Tata’s preeminent leadership position in India and AIA’s presence as the largest, independent listed pan-Asian life insurance group in the world spanning 18 markets in the Asia Pacific region. Tata AIA Life Insurance is also one of the leading insurers in the Indian private sector.
Job ID: 152204023
Skills:
Automation projects, audit management, Internal Controls, Tax Treasury, Budgeting And Forecasting, Financial reporting, Financial analysis, Compliance
Skills:
Bank Reconciliation, Sap B1, Payroll
