Senior Financial Analyst

Principal Global Services


Date: 1 day ago
City: Pune, Maharashtra
Contract type: Full time
Responsibilities

  • Technical:
    • Complete required govt. forms, including 5500, Schedule SB/MB, AFN, PBGC comprehensive filings within prescribed IRS and DoL timings
    • Provide tracking and monitoring assistance in Actuarial valuations
    • Prepare correspondence for required client contributions, disclosure or valuation reports
    • Maintaining accurate system information. Identify details pertinent to filings and escalate where needed.
  • Communication:
    • Communicating upcoming regulatory deadlines
    • Periodic reminders for upcoming deliverables
  • Workflow Management:
    • Ability to track upcoming timing requirements for a large group of clients
    • Anticipate any upcoming challenges on timing in lieu of organizational workload or regulation updates
    • Ability to estimate future workload capacity
    • Following-up on outstanding queries, escalate for support in a timely manner.
    • Ability to prioritize tasks in lieu of urgency and importance
  • Continuous growth:
    • Developing a comprehensive understanding of business tools. Volunteer for testing and troubleshooting.
    • Keeping up to speed with changes in regulatory environment and changes in technology.
Qualifications

  • Graduate/post-graduate in any discipline
  • 4-7 years of prior experience in a related industry
  • MS office
  • Eye for detail

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