MIS, Business performance reporting for BU Decision Support<br /> Function as the central source of validated & accurate information for the BU financial performance<br /> Ensure timely generation of various key MIS reports for performance monitoring & present findings to BU Management<br /> Analyse and interpret operating results to help BU management in decision making / corrective action<br /> Prepare presentations for key business meetings at BU & organisational levels<br /> Drive data-driven business decisions through collecting and mining of performance data<br /> Undertake analysis of commercial proposals for decision making by BU management<br />Budgeting & Monitoring<br /> Guide the budget preparation process for the BU as per the pre-defined formats<br /> Monitor and review BU financial performance as per the issued guidelines, through periodic business reviews<br /> Oversee preparation of monthly variance report to all stakeholders in order to ensure alignment of expenses with budgets<br /> Highlight deviations in actual expenditure from planned expenditure and initiate corrective measures to ensure fiscal control<br /> Oversee implementation of budget control processes & mechanisms to ensure financial resources are used in line with BU goals<br /> Guide analysis of long range financial related activities to ensure financial alignment to annual & long term plans<br /> Provide inputs for formulation of medium & long term capex & opex budgets based on estimated current and future requirements<br /> Establish comprehensive plan to capture all OPEX and CAPEX and ensure all project plans & budgets are clearly defined<br />Financial Analysis & Costing Management<br /> Oversee analysis for BU expansion and new business opportunities, capital investments and long term projects to quantify the impact<br />on business and prepare business case accordingly<br /> Monitor financial performance and key processes for the BU to identify performance & efficiency improvement opportunities<br /> Monitor cross functional initiatives and projects to drive transformation and improve financial performance across the BU<br /> Oversee the accounting and computation for production costs and their proper booking against production across all plants to provide<br />budget & variance analysis across critical cost components for the business<br /> Cost audit compliances<h3>experience</h3>8

<p>AVP – Financial Due Diligence</p><p>With at least 4-7 years of relevant experience in Financial Due Diligence to support U.S. and Canadian transactions across buy-side, sell-side, carve-outs, and working capital engagements within a rapidly growing practice.</p><p>Responsibilities: </p><p>· Prioritize data gathered from financial reports into Excel work book analyses that provides valuable guidance to the U.S. based engagement team on specific reviews of company financials in the fast-paced world of mergers and acquisitions </p><p>· Prepare and update document request lists and management meeting agendas </p><p>· Participate in management meetings with the Target Company and discussions with the Client </p><p>· Assist in quantification of Quality of Earnings adjustments, Net Working Capital analyses, identifying Debt-like Items. </p><p>·Assist in drafting advanced sections in the report like IS, BS overview, key Points of Interest for consideration in the Report, etc.</p><p>Superior verbal and written communication skills, attention to detail and accuracy, project management, organization, prioritization and follow-upskills </p><p>· Work through industry specific analysis </p><p>· Demonstrates proficient knowledge of the technology tools (e.g, advanced Excel, data analytics tools like Alteryx, etc.) required within assigned responsibilities. </p><p>· Mentor, lead and develop junior staff. </p><p>· Review all historic financial data available related to the proposed deal. </p><p>· Evaluate potential synergies and post-merger integration considerations</p><p> </p><p> </p><h3>experience</h3>7

Team Leadership & Oversight:<br />o Lead, mentor, and manage a team of 15–20 associates.<br />o Provide coaching, performance feedback, and professional development<br />guidance.<br />o Drive a high-performance culture with a strong focus on accuracy, timeliness, and<br />compliance.<br />• Tax Reporting & Compliance:<br />o Ensure accurate and timely tax reporting for annuity products, including:<br />▪ Policyholder premiums<br />▪ Annuity payouts<br />▪ Interest and investment income<br />▪ Return of principal<br />o Oversee preparation and review of tax documents and filings as per IRS and<br />regulatory standards (e.g., 1099-R).• Tax Treatment Execution:<br />o Execute daily, monthly, and quarterly activities to ensure proper tax treatment of<br />annuity distributions.<br />o Collaborate with actuarial, finance, and legal teams to ensure consistency and<br />accuracy in tax calculations.<br />• Death Benefits & Beneficiary Taxation:<br />o Address and resolve issues related to the taxability of death benefits.<br />o Ensure proper tax reporting for beneficiaries and align reporting processes with<br />current tax laws and policy guidelines.<br />• Issue Resolution & Process Improvement:<br />o Identify and resolve discrepancies or issues in tax treatment and reporting.<br />o Drive process improvements and system enhancements to improve accuracy and<br />efficiency.• Risk Management & Controls:<br />o Ensure adherence to internal controls and regulatory compliance.o Support audits, both internal and external, with relevant documentation and<br />insights.<br />WHAT YOU’LL NEED:<br />• Bachelor's degree in Accounting, Finance, or a related field; CPA or equivalent preferred.<br />• 7–10 years of experience in tax reporting or financial operations, preferably in insurance<br />or annuity domain.<br />• Proven experience in managing mid-sized teams and delivering results in a regulated<br />environment.<br />• Strong understanding of U.S. tax regulations related to annuity products and death<br />benefits.<br />• Excellent analytical, problem-solving, and communication skills.<br />• Proficient in MS Excel, tax systems, and reporting tools.<h3>experience</h3>10