Responsibilities:
Associate Manager (Accounting)
Role Overview:
This is an individual contributor role that will play a key role in System implementation & Finance transformation program as an active member of the External Financial Reporting Workstream. This individual will help design, test, document, and operationalize future-state external reporting processes, controls, data flows, and reporting technologies while ensuring business requirements are met and regulatory reporting obligations continue to be delivered accurately and efficiently. This will be the primary responsibility for the duration of the project anticipated to run through 1Q 2029.
Beyond the project, this role will support the preparation, analysis, and review of financial information provided to external stakeholders, including regulators, investors, auditors, rating agencies, and other third parties. This role is responsible for preparing financial statements, regulatory filings, disclosures, and supporting documentation while ensuring compliance with accounting standards, regulatory requirements, and internal control expectations.
In this role, the individual, will leverage modern cloud-based financial reporting, consolidation, analytics, and disclosure management platforms to streamline reporting processes, enhance data integrity, and support the delivery of regulatory and financial disclosures. The role partners across Finance and Technology teams to maximize the use of reporting automation, workflow management, and data-driven insights within the organization's digital finance ecosystem.
Primary Responsibilities
External Financial Reporting Project Workstream and Finance Transformation
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Serve as a core member of the External Financial Reporting Workstream.
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Define future-state external reporting processes and requirements with business and technology partners.
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Support design, testing, validation, and deployment of Oracle, EPM, and Workiva reporting capabilities.
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Evaluate reporting, control, and compliance impacts of process and technology changes.
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Support transition, adoption, and continuous simplification of reporting processes.
Technology & Digital Finance Enablement
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Utilize cloud-based reporting, disclosure management, and analytics solutions.
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Leverage automation, workflow, and visualization tools to improve reporting effectiveness.
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Partner with Finance Technology to support system enhancements and digital capabilities.
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Build expertise in emerging financial reporting technologies.
Process Improvement and Technology
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Drive process improvement initiatives that enhance efficiency, transparency, and scalability.
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Support reporting data governance, standards, and documentation.
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Identify opportunities to reduce manual effort and improve process consistency.
External Financial Reporting
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Prepare recurring external financial reports and disclosures.
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Compile, analyze, and validate data used in external filings.
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Prepare supporting schedules, exhibits, and disclosure documentation.
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Research and resolve reporting and reconciliation issues.
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Ensure timely, accurate, and complete reporting.
Financial Statement Preparation and Analysis
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Assist in the preparation of annual, quarterly, and periodic financial statements.
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Prepare footnote disclosures and supporting analyses.
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Support adoption of new accounting and reporting requirements.
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Document accounting conclusions and reporting methodologies.
Controls, Compliance, and Audit Support
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Execute financial reporting controls and maintain supporting documentation.
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Support SOX compliance and control testing activities.
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Prepare audit support for internal and external audits.
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Ensure compliance with accounting standards, regulations, and company policies.
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Recommend enhancements to reporting controls and quality.
Collaboration and Stakeholder Support
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Partner with cross-functional teams to gather reporting inputs and requirements.
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Support responses to auditor and regulator requests.
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Participate in projects impacting financial reporting processes.
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Communicate reporting risks, issues, and deadlines to stakeholders.
Qualifications:
Required Qualifications
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Chartered Accountant / CPA
- 10 years of finance & accounting experience with 5-7 years experience in financial reporting and audit
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Strong understanding of U.S. GAAP and financial statement fundamentals.
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Experience preparing or supporting external financial reporting and disclosures.
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Strong analytical and problem-solving skills.
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Advanced Microsoft Excel skills.
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Excellent written and verbal communication skills.
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Ability to manage multiple priorities and meet competing deadlines.
Preferred Qualifications
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Experience participating in large-scale finance transformation, ERP, EPM, reporting modernization, or regulatory reporting initiatives.
- Demonstrated ability to represent business requirements and partner effectively with technology, consulting, and implementation teams.
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Experience in insurance, financial services, or other regulated industries.
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Statutory financial statements/annual report filing experience and /or financial statement audits and SEC reporting.
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Experience supporting SEC, statutory, regulatory, or other external reporting requirements.
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Demonstrated experience using cloud-based financial reporting, consolidation, planning, analytics, or disclosure management platforms.
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Familiarity with modern finance technology ecosystems, including solutions such as:
- Oracle Cloud ERP
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Oracle EPM/FCCS
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Oracle FDI
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Workiva
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Sovos (SAP reporting tool for NAIC)
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OneStream
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SAP Group Reporting
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Power BI
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Tableau
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Alteryx
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Azure-based reporting and analytics solutions
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Experience with reporting process automation, data governance, and continuous improvement initiatives.
Key Competencies
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Technical accounting aptitude
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Financial analysis and problem solving
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Attention to detail
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Accountability and ownership
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Collaboration and teamwork
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Organization and prioritization
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Continuous improvement mindset
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Effective written communication
Digital & Analytical Capabilities
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Demonstrates proficiency in modern financial reporting and disclosure technologies.
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Embraces technology-driven process improvement and automation opportunities.
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Continuously develops knowledge of emerging finance, reporting, and AI-enabled capabilities.
Additional Information:
This role requires working working 1:30 PM to 10:30 PM IST. Also there is need to be flexible to attend key meetings during concurrent US hours & be available during key monthend & quarterend window.
