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Priti Goyal

Founder at Serving Skill

Last Login: 08 October 2024

Job Views:  
2047
Applications:  413
Recruiter Actions:  4

Job Code

1465589

Distribution Finance Lead - Life Insurance - CA

15 - 20 Years.Mumbai
Posted 2 weeks ago
Posted 2 weeks ago

Distribution Finance Lead - Life Insurance - CA

- Finance Units to Head

- Distribution Finance

- Procurement and Vendor management

- Financial Reengineering and Project Management

- Experience -15-20 years and most in Insurance Industry

- Preferable relevant Experience of similar roles - 3 to 6 years in each of the areas

- Qualification preference - Cost Accountant, MBA or CA Inter or CA

- Qualitative skillsets requirements- Efficiency Project Management , Vendor / Partner Negotiation and Management , Strong Governance Review skills, Collaboration, Accountability and Solution Mindset..

Professional Experience requirement :

- Should have diverse experience in Distribution Finance, Risk Governance , Vendor Management and Financial Project Management in leading organizations.

- Experience managing various aspects of distribution finance, variable budget planning, strategic planning, compliance, audit, operations and project management.

- Team leader who can effectively meets goals through strong leadership, interpersonal communication, and analytical abilities and lead the units in Finance function.

- Cross functional Lead to achieve organizational goals and deliverables.

- Client-driven change agent experienced in establishing and implementing department goals and objectives, managing change, designing successful channel partner strategies, overseeing processes, and leading various teams toward targeted goals.

Role criticality :

- Managing the entire execution aspects related to partner accounts and Vendors including onboarding , evaluation and building rapport for quick resolution

- Variable budget planning implementation and tracking

- Manage balance and reconciliation controls

- Due diligence related to vendors during onboarding

- Driving efficiency through managing financial automation projects and cost management

- Ensuring all compliances including supporting documentations, KYC etc.

- Monitoring and reporting risk associated with new partners being onboarded

- Auditor and Regulatory Management for all such pay-outs

- Reward vs Commission Regulatory Compliances

- MIS dashboard controls

- Proactive daily coordination with Sales and Planning team for Distribution management.

- Necessary check and balance to ensure Integrity to highest standard in this commercial function.

Critical Deliverables :

- Driving structural changes and execution excellence to optimise efficiency in Distribution Finance, Procurement and CFO Financial Reengineering units. (Defined TAT, Cost Savings, Change Management, Manual to Automations, Project )

- Enabling stakeholders to meet their objective having customer centric approach with necessary control & governance structure in place.

- 100% compliance on regulatory aspects.

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Posted By

user_img

Priti Goyal

Founder at Serving Skill

Last Login: 08 October 2024

Job Views:  
2047
Applications:  413
Recruiter Actions:  4

Job Code

1465589

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