Senior Manager - People Performance & Culture at Anviti Insurance Brokers Private Limited
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Anviti - Vice President - Finance Planning & Analysis (10-15 yrs)
Key Responsibilities
- Financial Planning & Analysis, Business Planning / Business Finance. Help business in RFPs or data for negotiation. Reporting and audits for revenues, and initiatives for collectibles.
- Strategic planning for business expansion. Industry, market and insurer analysis. Branch and Segment profitability with periodic internal MIS. Identify and implement new ideas and strategies for growth, new product/ service initiatives, market & technology differentiation, improvement in processes and operational efficiencies. Understanding industry / competitive landscape.
- Manage regional reporting in the global regional formats in coordination with APAC teams. Work on quarterly business review (QBR) and submissions.
- Revenue closure with accounts. Systems understanding to prepares schedules/ reports. Regular forecasting. Monitor and report monthly numbers against the budget.
- Actively participate in business reviews, as required. Coordinate with business teams for tracking/forecasting of revenues. Policy management (Oracle/ eGlobal) and revenues recon.
Migration of ops tools.
- System administration and full utilisation of the software by improving automation. Prepare adhoc reports, presentations, recons and trackers. Support CFO to achieve wider team objectives.
- Track and report metrics for key parameters (KPIs) such as sales conversion, renewal and collection efficiency, lost analysis, service effectiveness, direct cost & segmental analysis, competitive benchmarking, performance measures and team KPIs etc. Track macro updates.
- Monitor cost optimization opportunities. Help in business cases, and lead project implementation.
- Candidate should be able to manage team and work towards coaching them for effective utilisation and growth. Set and review performance scorecards.
The candidate should have:
- Work Experience: 8- 11 years; preferably from Insurance/ broking or regulated financial service organizations, or at a minimum have a service industry experience.
- CA / MBA from tier 1/2 college.
- Individual contributor and thinker, pro- active, process oriented, and a team player with an understanding of systems. Ability to interact with business teams is essential.
- We are looking immediate joiner with relevant skills -
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