Senior Analyst - Accounting at Principal Global Services
Principal Global Services · Pune, India · Hybrid
- Professional
 - Office in Pune
 
- Responsible for complete ownership for designated institutional clients – Preparing Trust reports, Distribution eligibility calculations, Preparation of annual Account balance statements & reporting packages
 - Ability to read and understand financial statement with observations and findings with highest level of attention and accuracy.
 - Work needs to be performed with limited/negligible supervision and requires using knowledge from available reading materials & procedures.
 - Need to carefully assess and calculate the distribution amount related to the participants as there is high volume and complexity of transactions involved.
 - Monitoring and analysis of data for various participants and able to prepare unaudited financial statement and/or report.
 - Ability to reconcile data with an auditor mindset.
 - Work with other team members and trouble shoot ad-hoc issues
 - Suggest process efficiency ideas
 
- Accounting education background with graduation, post-graduation, CA/CMA Inter.
 - 4-6 years of relevant experience as well as fundamental knowledge in reading financial statements, accounting, and internal audit would be considered.
 
- Expert understanding of Accounting & Financial concepts & terminologies,
 - Understanding of retirement benefits schemes available in India. Knowledge of US retirement benefits are added advantage
 - Excel skills and tech savvy to handle large volume
 - Excellent communication skills to explain the data / report to senior leaders and stakeholders
 - Ability to build/develop relationship and stakeholder management
 - Ability to adjust and flexibility to work in shifts to ensure timely deliverables.
 - Ability to multitask & balance deliverables & capacity utilization for self
 - Willingness to work in UK Shift (13:30PM to 22:30PM)