Financial Plan & Analysis Analyst

Skill required: Financial Planning & Analysis - Financial Planning and Analysis (FP&A)
Designation: Financial Plan & Analysis Analyst
Qualifications:BCom/CA Inter
Years of Experience:3 to 5 years
About Accenture
Accenture is a global professional services company with leading capabilities in digital, cloud and security.Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Technology and Operations services, and Accenture Song— all powered by the world’s largest network of Advanced Technology and Intelligent Operations centers. Our 784,000 people deliver on the promise of technology and human ingenuity every day, serving clients in more than 120 countries. We embrace the power of change to create value and shared success for our clients, people, shareholders, partners and communities.Visit us at www.accenture.com
What would you do? You will be aligned with our Finance Operations vertical and will be helping us in determining financial outcomes by collecting operational data/reports, whilst conducting analysis and reconciling transactions. Intelligent Insurance Operations integrates our advisory, technology, and operations capabilities—leveraging our global scale and robust ecosystem—to deliver end-to-end insurance transformation. This approach is purpose-built to handle the complexity of the evolving insurance landscape and is flexible enough to meet the diverse needs of various market segments and business lines including: • Derivatives • Hedge Accounting • RML (Residential Mortgage Loan) • CML (Commercial Mortgage Loan) • Bonds & Equity • OIA (Other Invested assets) • Corporate Reporting • Fortitude Re • NII (Net Investment Income) • Global Real Estate (GRE) • Data Management • GL accounting Financial planning and analysis (FP&A) refers to the processes designed to help organizations accurately plan, forecast, and budget to support the company s major business decisions and future financial health. These processes include planning, budgeting, forecasting, scenario modeling, and performance reporting.
What are we looking for? • Domain Expertise – Investments: In-depth knowledge of the Investments domain, including asset classes, financial instruments, and investment operations. • Numerical Ability: Strong quantitative skills with a high level of accuracy and attention to detail in financial and data analysis. • Analytical Thinking: Proven ability to analyze complex problems, interpret data, and provide actionable insights to drive business outcomes. • Problem-Solving & Troubleshooting: Hands-on experience in identifying issues, root cause analysis, and implementing effective solutions in operational and technical contexts. • Communication Skills: Excellent written and verbal communication skills with the ability to convey complex information clearly and professionally to stakeholders. • Team Collaboration & Client Support: Demonstrated ability to work effectively in cross-functional teams and deliver exceptional client service, ensuring timely support and resolution of client queries. Preferred certification : CFA-Chartered Financial Analyst - Finance
Roles and Responsibilities: • Perform daily, monthly, and quarterly accounting of investments, ensuring accurate and timely entries in the general ledger. • Reconcile investment transactions, including capital calls, distributions, settlements, and accruals. • Maintain investment portfolios across various asset classes such as equities, fixed income, alternative investments, and derivatives. • Assist in the valuation of investments, including pricing validation and ensuring accurate mark-to-market reporting. • Prepare accurate and timely investment reports for internal stakeholders and regulatory bodies, including management reports, financial statements, and fund performance metrics. • Support the preparation of financial reports related to performance and compliance requirements. • Collaborate with investment-related departments such as Bonds, CML, RML, OIA, Data Governance, Corporate Reporting, Derivatives, Fortitude RE, GRE, GL accounting, NII as well as Risk Management and Compliance, to ensure accurate reporting and regulatory adherence. • Assist in implementing and adhering to internal controls, ensuring accounting and reporting procedures align with industry best practices. • Ensure compliance with financial reporting standards, including GAAP and STAT. • Support audit processes by providing required documentation and clear explanations related to investment accounting transactions. • Participate in special projects involving investment accounting, reporting enhancements, and system/process improvements. • Provide analysis and insights as needed by senior management or external stakeholders.

BCom,CA Inter

About Accenture

Accenture is a leading global professional services company that helps the world’s leading businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services—creating tangible value at speed and scale. We are a talent- and innovation-led company with approximately 791,000 people serving clients in more than 120 countries. Technology is at the core of change today, and we are one of the world’s leaders in helping drive that change, with strong ecosystem relationships. We combine our strength in technology and leadership in cloud, data and AI with unmatched industry experience, functional expertise and global delivery capability. Our broad range of services, solutions and assets across Strategy & Consulting, Technology, Operations, Industry X and Song, together with our culture of shared success and commitment to creating 360° value, enable us to help our clients reinvent and build trusted, lasting relationships. We measure our success by the 360° value we create for our clients, each other, our shareholders, partners and communities.

Visit us at www.accenture.com 

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